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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-74- 4.63% |
$1.9K - $2.36K
|
1.53K
$80.4K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-90- 0.23% |
$2.31K - $2.88K
|
39.2K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-110- 2.57% |
$2.83K - $3.51K
|
4.18K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-125- 1.53% |
$3.22K - $3.99K
|
8.07K
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-126- 65.63% |
$3.24K - $4.03K
|
66
$3.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-193- 60.5% |
$4.96K - $6.17K
|
126
$6.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-200- 2.35% |
$5.14K - $6.39K
|
8.3K
$437K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 2.25% |
$5.14K - $6.39K
|
8.7K
$458K
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-200- 0.79% |
$5.14K - $6.39K
|
25.1K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-200- 0.13% |
$5.14K - $6.39K
|
148K
$7.81M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-203- 9.75% |
$5.22K - $6.49K
|
1.88K
$99.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-209- 1.79% |
$5.38K - $6.68K
|
11.5K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-230- 1.16% |
$5.92K - $7.35K
|
19.6K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-251- 0.73% |
$6.46K - $8.02K
|
34.3K
$1.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-257- 0.42% |
$6.61K - $8.21K
|
60.3K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-286- 3.05% |
$7.36K - $9.14K
|
9.08K
$479K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-309- 0.41% |
$7.95K - $9.87K
|
75.5K
$3.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-312- 20.76% |
$8.02K - $9.97K
|
1.19K
$62.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-398- 94.99% |
$10.2K - $12.7K
|
21
$1.11K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-414- 0.91% |
$10.6K - $13.2K
|
45K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-437- 16.14% |
$11.2K - $14K
|
2.27K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 1.58% |
$12.9K - $16K
|
31.2K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-545- 4.02% |
$14K - $17.4K
|
13K
$685K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-580- 8.75% |
$14.9K - $18.5K
|
6.05K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-597- 0.03% |
$15.4K - $19.1K
|
2.14M
$113M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-620- 86.47% |
$15.9K - $19.8K
|
97
$5.11K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-638- 4.41% |
$16.4K - $20.4K
|
13.8K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-644- 0.32% |
$16.6K - $20.6K
|
199K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-698- 5.75% |
$18K - $22.3K
|
11.4K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-700- 7.87% |
$18K - $22.4K
|
8.19K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-700- 1.52% |
$18K - $22.4K
|
45.3K
$2.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-718- 21.33% |
$18.5K - $22.9K
|
2.65K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-797- 2.99% |
$20.5K - $25.5K
|
25.9K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-860- 25.38% |
$22.1K - $27.5K
|
2.53K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.14K- 48.99% |
$29.3K - $36.4K
|
1.19K
$62.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 64.33% |
$31.5K - $39.1K
|
678
$35.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.23K- 0.34% |
$31.6K - $39.3K
|
364K
$19.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.23K- 1.6% |
$31.7K - $39.4K
|
75.9K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.3K- 3.49% |
$33.4K - $41.5K
|
36K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.35K- 15.51% |
$34.6K - $43K
|
7.33K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.38K- 8.73% |
$35.5K - $44.1K
|
14.4K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.6K- 4.83% |
$41.3K - $51.2K
|
31.6K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.98K- 2.39% |
$50.9K - $63.2K
|
80.7K
$4.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.99K- 15.09% |
$51.2K - $63.6K
|
11.2K
$590K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 11.3% |
$51.4K - $63.9K
|
15.7K
$827K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.18K- 4.35% |
$56K - $69.5K
|
47.9K
$2.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.18K- 4.08% |
$56.1K - $69.7K
|
51.3K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.31K- 21.38% |
$59.5K - $73.9K
|
8.51K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-2.51K- 1.01% |
$64.5K - $80.1K
|
245K
$12.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.64K- 5.9% |
$67.9K - $84.4K
|
42.1K
$2.22M
|