Purchases and Sales Made in Q3 2022 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.62K+ 32.58% |
$51K - $102K
|
10.7K
$562K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.5K+ 19.2% |
$48.7K - $97.3K
|
15.5K
$818K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.47K+ 24.06% |
$48.1K - $96.1K
|
12.7K
$671K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.46KNew |
$47.8K - $95.5K
|
2.46K
$129K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.41K+ 11.57% |
$46.9K - $93.7K
|
23.2K
$1.22M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.34K+ 16.89% |
$45.6K - $91.2K
|
16.2K
$854K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.28K+ 8.72% |
$44.4K - $88.8K
|
28.4K
$1.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.26K+ 24.29% |
$44K - $88K
|
11.6K
$610K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
2.2K+ 1.11% |
$42.8K - $85.6K
|
201K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 6.77% |
$40.9K - $81.7K
|
33.1K
$1.75M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2KNew |
$38.9K - $77.8K
|
2K
$105K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.98K+ 1.91% |
$38.6K - $77.1K
|
106K
$5.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.89K+ 11.23% |
$36.7K - $73.3K
|
18.7K
$984K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 4.49% |
$35.2K - $70.3K
|
42K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.8K+ 3.94% |
$35K - $69.9K
|
47.4K
$2.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.76K+ 23.54% |
$34.3K - $68.5K
|
9.24K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 0.24% |
$33.9K - $67.8K
|
718K
$37.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.7K+ 7.22% |
$33.1K - $66.2K
|
25.3K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.65K+ 17.77% |
$32.1K - $64.2K
|
10.9K
$576K
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.52K+ 3.32% |
$29.6K - $59.2K
|
47.3K
$2.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.5KNew |
$29.2K - $58.4K
|
1.5K
$79.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 17.06% |
$26.3K - $52.6K
|
9.28K
$489K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.35K+ 7.98% |
$26.3K - $52.5K
|
18.3K
$962K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 14.77% |
$25.5K - $50.9K
|
10.2K
$536K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$25.3K - $50.6K
|
1.3K
$68.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.25K+ 30.12% |
$24.3K - $48.6K
|
5.4K
$285K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.25K+ 16.13% |
$24.3K - $48.6K
|
9K
$474K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.22K+ 12.85% |
$23.7K - $47.3K
|
10.7K
$563K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2K+ 17.32% |
$23.4K - $46.7K
|
8.14K
$429K
|
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
1.16K+ 1.85% |
$22.5K - $45.1K
|
63.7K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.13K+ 5.23% |
$22.1K - $44.1K
|
22.8K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.07K+ 12.95% |
$20.8K - $41.6K
|
9.32K
$491K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 0.93% |
$19.5K - $38.9K
|
108K
$5.69M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
937+ 9.53% |
$18.2K - $36.5K
|
10.8K
$568K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
923+ 131.11% |
$18K - $35.9K
|
1.63K
$85.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
887+ 1.07% |
$17.3K - $34.5K
|
84K
$4.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
821+ 5.8% |
$16K - $31.9K
|
15K
$789K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
720+ 5.29% |
$14K - $28K
|
14.3K
$756K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
700+ 233.33% |
$13.6K - $27.2K
|
1K
$52.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
671+ 7.41% |
$13.1K - $26.1K
|
9.73K
$513K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
646+ 37.51% |
$12.6K - $25.1K
|
2.37K
$125K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
600New |
$11.7K - $23.3K
|
600
$31.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
565+ 2.03% |
$11K - $22K
|
28.4K
$1.5M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
500New |
$9.74K - $19.5K
|
500
$26.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
500+ 3.22% |
$9.74K - $19.5K
|
16.1K
$846K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
491+ 2.24% |
$9.56K - $19.1K
|
22.4K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
425+ 5.01% |
$8.27K - $16.5K
|
8.9K
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
417+ 2.56% |
$8.12K - $16.2K
|
16.7K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400New |
$7.79K - $15.6K
|
400
$21.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
398New |
$7.75K - $15.5K
|
398
$21K
|