Purchases and Sales Made in Q2 2024 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q2 2024. 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 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
225+ 2.11% |
$8.79K - $10.8K
|
10.9K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
216+ 3.64% |
$8.43K - $10.3K
|
6.15K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 250.0% |
$7.81K - $9.57K
|
280
$14.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
$7.81K - $9.57K
|
200
$10.5K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
192+ 0.99% |
$7.5K - $9.19K
|
19.5K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
162+ 0.36% |
$6.33K - $7.75K
|
44.6K
$2.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$5.86K - $7.18K
|
150
$7.91K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.01% |
$3.9K - $4.79K
|
5.07K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 1.19% |
$3.9K - $4.79K
|
8.5K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
92+ 112.2% |
$3.59K - $4.4K
|
174
$9.17K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
90+ 128.57% |
$3.51K - $4.31K
|
160
$8.43K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
85New |
$3.32K - $4.07K
|
85
$4.48K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
78+ 0.7% |
$3.05K - $3.73K
|
11.3K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
72New |
$2.81K - $3.45K
|
72
$3.79K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
69+ 0.8% |
$2.69K - $3.3K
|
8.7K
$458K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
66+ 0.82% |
$2.58K - $3.16K
|
8.13K
$428K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65New |
$2.54K - $3.11K
|
65
$3.43K
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.95% |
$2.38K - $2.92K
|
6.48K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
54+ 1.09% |
$2.11K - $2.58K
|
5K
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
44New |
$1.72K - $2.11K
|
44
$2.32K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
42+ 0.27% |
$1.64K - $2.01K
|
15.8K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
37New |
$1.44K - $1.77K
|
37
$1.95K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 8.61% |
$1.02K - $1.24K
|
328
$17.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.25% |
$898 - $1.1K
|
9.34K
$492K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 0.79% |
$664 - $813
|
2.17K
$114K
|
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16+ 0.28% |
$625 - $766
|
5.75K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
14+ 0.09% |
$547 - $670
|
16.4K
$866K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
11+ 0.09% |
$430 - $526
|
12.9K
$682K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.01% |
$351 - $431
|
904
$47.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 2.95% |
$351 - $431
|
314
$16.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
6+ 0.05% |
$234 - $287
|
12.2K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 25.0% |
$195 - $239
|
25
$1.32K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3New |
$117 - $144
|
3
$158
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$78.1 - $95.7
|
2
$105
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$39.1 - $47.9
|
1
$52.7
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.36% |
$39.1 - $47.9
|
278
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$39.1 - $47.9
|
1.55K
$81.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-17- 0.1% |
$664 - $813
|
17.3K
$912K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 3.63% |
$781 - $957
|
531
$28K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 10.05% |
$781 - $957
|
179
$9.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-23- 0.15% |
$898 - $1.1K
|
15.4K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-27- 0.06% |
$1.05K - $1.29K
|
47.9K
$2.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 1.92% |
$1.95K - $2.39K
|
2.55K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-60- 7.09% |
$2.34K - $2.87K
|
786
$41.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 8.33% |
$2.38K - $2.92K
|
671
$35.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-69- 0.51% |
$2.69K - $3.3K
|
13.4K
$705K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-70- 15.05% |
$2.73K - $3.35K
|
395
$20.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-72- 1.48% |
$2.81K - $3.45K
|
4.79K
$252K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-74- 7.76% |
$2.89K - $3.54K
|
880
$46.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.82% |
$2.93K - $3.59K
|
9.02K
$475K
|