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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
370+ 2.78% |
$7.2K - $14.4K
|
13.7K
$720K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
370+ 13.48% |
$7.2K - $14.4K
|
3.11K
$164K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
345+ 2.04% |
$6.72K - $13.4K
|
17.2K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
344+ 2.45% |
$6.7K - $13.4K
|
14.4K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
326New |
$6.35K - $12.7K
|
326
$17.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
300+ 2.65% |
$5.84K - $11.7K
|
11.6K
$613K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 1.56% |
$5.06K - $10.1K
|
17K
$894K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
256+ 0.33% |
$4.98K - $9.96K
|
77K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
240+ 0.69% |
$4.67K - $9.34K
|
35.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
219New |
$4.26K - $8.52K
|
219
$11.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.54% |
$3.89K - $7.78K
|
37.1K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
200+ 2.47% |
$3.89K - $7.78K
|
8.3K
$437K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
196+ 0.06% |
$3.82K - $7.63K
|
335K
$17.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
148+ 5.07% |
$2.88K - $5.76K
|
3.07K
$162K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
129+ 1.22% |
$2.51K - $5.02K
|
10.7K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
123+ 0.88% |
$2.39K - $4.79K
|
14K
$739K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
123+ 2.7% |
$2.39K - $4.79K
|
4.68K
$247K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
82New |
$1.6K - $3.19K
|
82
$4.32K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
65+ 2.68% |
$1.27K - $2.53K
|
2.49K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
63+ 0.18% |
$1.23K - $2.45K
|
35.6K
$1.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
51+ 1.66% |
$993 - $1.98K
|
3.13K
$165K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50+ 142.86% |
$974 - $1.95K
|
85
$4.48K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 15.33% |
$896 - $1.79K
|
346
$18.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
42New |
$818 - $1.63K
|
42
$2.21K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$643 - $1.28K
|
33
$1.74K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 194.12% |
$643 - $1.28K
|
50
$2.64K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33+ 0.33% |
$643 - $1.28K
|
10K
$529K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
32+ 100.0% |
$623 - $1.25K
|
64
$3.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28New |
$545 - $1.09K
|
28
$1.48K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 45.0% |
$526 - $1.05K
|
87
$4.58K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 10.2% |
$487 - $973
|
270
$14.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 0.95% |
$370 - $739
|
2.02K
$106K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$312 - $623
|
16
$843
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14+ 0.1% |
$273 - $545
|
14.5K
$763K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13New |
$253 - $506
|
13
$685
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
11New |
$214 - $428
|
11
$580
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6+ 0.28% |
$117 - $233
|
2.17K
$114K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.29% |
$117 - $233
|
2.06K
$108K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
5+ 0.93% |
$97.4 - $195
|
544
$28.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$19.5 - $38.9
|
321
$16.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$19.5 - $38.9
|
21
$1.11K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-10- 1.64% |
$195 - $389
|
600
$31.6K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-30- 0.7% |
$584 - $1.17K
|
4.26K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.17% |
$584 - $1.17K
|
17.3K
$910K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-52- 16.94% |
$1.01K - $2.02K
|
255
$13.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-71- 4.45% |
$1.38K - $2.76K
|
1.53K
$80.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-73- 25.52% |
$1.42K - $2.84K
|
213
$11.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-79- 0.14% |
$1.54K - $3.07K
|
54.6K
$2.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-102- 70.83% |
$1.99K - $3.97K
|
42
$2.21K
|