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 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
370+ 3.78% |
$9.52K - $11.8K
|
10.2K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
340+ 2.59% |
$8.74K - $10.9K
|
13.5K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
300New |
$7.72K - $9.59K
|
300
$15.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
282+ 146.11% |
$7.25K - $9.01K
|
475
$25K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
268+ 0.4% |
$6.89K - $8.56K
|
67.1K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
262+ 0.4% |
$6.74K - $8.37K
|
66.5K
$3.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
262+ 0.24% |
$6.74K - $8.37K
|
108K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
261+ 105.24% |
$6.71K - $8.34K
|
509
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
260+ 1.74% |
$6.69K - $8.31K
|
15.2K
$802K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
232New |
$5.97K - $7.41K
|
232
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
214+ 2.63% |
$5.5K - $6.84K
|
8.34K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
201+ 0.74% |
$5.17K - $6.42K
|
27.5K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
184+ 2.74% |
$4.73K - $5.88K
|
6.91K
$364K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
165+ 0.2% |
$4.24K - $5.27K
|
81.1K
$4.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
141+ 0.91% |
$3.63K - $4.5K
|
15.6K
$822K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
101+ 54.59% |
$2.6K - $3.23K
|
286
$15.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
101+ 10.09% |
$2.6K - $3.23K
|
1.1K
$58.1K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
97+ 1.29% |
$2.49K - $3.1K
|
7.64K
$403K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
88+ 1.19% |
$2.26K - $2.81K
|
7.5K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
82+ 0.82% |
$2.11K - $2.62K
|
10K
$529K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
73+ 0.8% |
$1.88K - $2.33K
|
9.17K
$483K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
67+ 0.42% |
$1.72K - $2.14K
|
16K
$843K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
63+ 1.54% |
$1.62K - $2.01K
|
4.16K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49+ 45.79% |
$1.26K - $1.57K
|
156
$8.22K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
42+ 0.11% |
$1.08K - $1.34K
|
36.7K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
39+ 4.88% |
$1K - $1.25K
|
839
$44.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 138.46% |
$926 - $1.15K
|
62
$3.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
33+ 0.26% |
$849 - $1.05K
|
12.8K
$675K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27+ 1.31% |
$694 - $863
|
2.09K
$110K
|
|
|
Aug 01, 2023
Q2 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
22+ 0.13% |
$566 - $703
|
16.9K
$889K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
19+ 11.38% |
$489 - $607
|
186
$9.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$206 - $256
|
8
$422
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.39% |
$206 - $256
|
2.08K
$110K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7New |
$180 - $224
|
7
$369
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 14.63% |
$154 - $192
|
47
$2.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3+ 0.05% |
$77.2 - $95.9
|
6.51K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.12% |
$51.4 - $63.9
|
1.68K
$88.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 13.33% |
$51.4 - $63.9
|
17
$896
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.78% |
$51.4 - $63.9
|
255
$13.4K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.78% |
$51.4 - $63.9
|
255
$13.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.11% |
$206 - $256
|
7.06K
$372K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-16- 0.22% |
$412 - $511
|
7.34K
$387K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 5.5% |
$540 - $671
|
361
$19K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 4.67% |
$592 - $735
|
470
$24.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-25- 0.99% |
$643 - $799
|
2.49K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37- 56.06% |
$952 - $1.18K
|
29
$1.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-52- 50.98% |
$1.34K - $1.66K
|
50
$2.64K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-55- 5.98% |
$1.41K - $1.76K
|
865
$45.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-71- 2.43% |
$1.83K - $2.27K
|
2.85K
$150K
|