Purchases and Sales Made in Q2 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q2 2023. The information is specifically focused on institutions that hold shares of Carlyle Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.19K+ 35.6% |
$81.9K - $102K
|
12.1K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 9.21% |
$71.2K - $88.5K
|
32.8K
$1.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
2.67K+ 17.4% |
$68.6K - $85.3K
|
18K
$949K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.6K+ 10.58% |
$66.8K - $83K
|
27.1K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.54K+ 5.35% |
$65.3K - $81.1K
|
50K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.49K+ 394.15% |
$64.1K - $79.6K
|
3.12K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.4K+ 9.78% |
$61.7K - $76.7K
|
26.9K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.24K+ 4.56% |
$57.6K - $71.5K
|
51.3K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.14K+ 71.43% |
$55.1K - $68.5K
|
5.14K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.13K+ 2.98% |
$54.8K - $68.1K
|
73.6K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.05K+ 11.66% |
$52.6K - $65.4K
|
19.6K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.99K+ 4.89% |
$51.2K - $63.5K
|
42.7K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.89K+ 11.8% |
$48.7K - $60.5K
|
17.9K
$945K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.89KNew |
$48.5K - $60.2K
|
1.89K
$99.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.71K+ 193.45% |
$44K - $54.7K
|
2.6K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.67K+ 1.85% |
$43K - $53.4K
|
92.2K
$4.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.65K+ 3.32% |
$42.4K - $52.7K
|
51.3K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 105.85% |
$36.3K - $45.1K
|
2.74K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.4K+ 8.95% |
$36K - $44.7K
|
17K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.4KNew |
$36K - $44.7K
|
1.4K
$73.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.37K+ 6.27% |
$35.3K - $43.8K
|
23.2K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.36K+ 14.29% |
$35.1K - $43.5K
|
10.9K
$575K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.14K+ 1.97% |
$29.4K - $36.6K
|
59.3K
$3.12M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.11K+ 6.91% |
$28.6K - $35.6K
|
17.2K
$907K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.1KNew |
$28.3K - $35.2K
|
1.1K
$58K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$28.3K - $35.2K
|
1.1K
$58K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 9.26% |
$28.3K - $35.1K
|
13K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 2.3% |
$27.7K - $34.4K
|
47.9K
$2.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.04K+ 0.97% |
$26.7K - $33.2K
|
108K
$5.71M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1K+ 16.7% |
$25.7K - $32K
|
6.99K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
885+ 5.01% |
$22.8K - $28.3K
|
18.6K
$978K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
874+ 8.4% |
$22.5K - $27.9K
|
11.3K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
732+ 1.07% |
$18.8K - $23.4K
|
68.9K
$3.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
713+ 2.53% |
$18.3K - $22.8K
|
28.9K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
700+ 4.51% |
$18K - $22.4K
|
16.2K
$855K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
700+ 9.55% |
$18K - $22.4K
|
8.03K
$423K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
676+ 9.25% |
$17.4K - $21.6K
|
7.99K
$421K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
658+ 2.31% |
$16.9K - $21K
|
29.1K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
625+ 7.69% |
$16.1K - $20K
|
8.75K
$461K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
623+ 5.58% |
$16K - $19.9K
|
11.8K
$622K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
585+ 3.41% |
$15K - $18.7K
|
17.7K
$934K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
553+ 0.36% |
$14.2K - $17.7K
|
152K
$8.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
550+ 7.05% |
$14.1K - $17.6K
|
8.35K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
520New |
$13.4K - $16.6K
|
520
$27.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
518+ 5.9% |
$13.3K - $16.6K
|
9.29K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
500+ 3.17% |
$12.9K - $16K
|
16.3K
$858K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
488+ 43.57% |
$12.6K - $15.6K
|
1.61K
$84.7K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
453+ 1.96% |
$11.7K - $14.5K
|
23.5K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
433+ 3.08% |
$11.1K - $13.8K
|
14.5K
$765K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
400New |
$10.3K - $12.8K
|
400
$21.1K
|