Purchases and Sales Made in Q3 2024 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
315+ 101.61% |
$11.7K - $15.7K
|
625
$34.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
314+ 10.57% |
$11.7K - $15.6K
|
3.28K
$181K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
307New |
$11.4K - $15.3K
|
307
$16.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
270+ 18.31% |
$10.1K - $13.4K
|
1.75K
$96K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
250+ 2.37% |
$9.31K - $12.4K
|
10.8K
$594K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
220+ 32.84% |
$8.19K - $10.9K
|
890
$48.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
213+ 1.22% |
$7.93K - $10.6K
|
17.7K
$973K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 4.37% |
$7.78K - $10.4K
|
5K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
208+ 0.5% |
$7.75K - $10.3K
|
41.7K
$2.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
202+ 64.33% |
$7.52K - $10K
|
516
$28.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
200+ 0.97% |
$7.45K - $9.95K
|
20.8K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
200+ 3.64% |
$7.45K - $9.95K
|
5.7K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
195+ 2.38% |
$7.26K - $9.7K
|
8.39K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
190+ 0.51% |
$7.08K - $9.45K
|
37.6K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
170+ 2.62% |
$6.33K - $8.46K
|
6.65K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
166+ 2.6% |
$6.18K - $8.26K
|
6.54K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 0.2% |
$6.07K - $8.11K
|
80.3K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
160+ 3.0% |
$5.96K - $7.96K
|
5.49K
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
158+ 1.52% |
$5.88K - $7.86K
|
10.6K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
129New |
$4.8K - $6.42K
|
129
$7.09K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
123+ 13.98% |
$4.58K - $6.12K
|
1K
$55.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 3.23% |
$4.51K - $6.02K
|
3.87K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
112New |
$4.17K - $5.57K
|
112
$6.16K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 1.99% |
$4.1K - $5.47K
|
5.63K
$309K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
107+ 0.68% |
$3.98K - $5.32K
|
16K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76New |
$2.83K - $3.78K
|
76
$4.18K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
74+ 0.12% |
$2.76K - $3.68K
|
62.9K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 9.29% |
$2.72K - $3.63K
|
859
$47.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 7.83% |
$2.68K - $3.58K
|
992
$54.6K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
69+ 0.87% |
$2.57K - $3.43K
|
8.01K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63+ 170.27% |
$2.35K - $3.13K
|
100
$5.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
58+ 0.53% |
$2.16K - $2.88K
|
11K
$602K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
55+ 0.37% |
$2.05K - $2.74K
|
15.1K
$828K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
54+ 0.83% |
$2.01K - $2.69K
|
6.56K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48New |
$1.79K - $2.39K
|
48
$2.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 68.75% |
$1.64K - $2.19K
|
108
$5.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.8% |
$1.45K - $1.94K
|
4.94K
$272K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 7.74% |
$1.42K - $1.89K
|
529
$29.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
36+ 5.65% |
$1.34K - $1.79K
|
673
$37K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
30+ 0.06% |
$1.12K - $1.49K
|
46.5K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 8.84% |
$1.08K - $1.44K
|
357
$19.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 8.28% |
$968 - $1.29K
|
340
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21New |
$782 - $1.04K
|
21
$1.15K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 18.69% |
$745 - $995
|
127
$6.98K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
20+ 1.29% |
$745 - $995
|
1.57K
$86.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 0.88% |
$708 - $945
|
2.19K
$120K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15+ 0.2% |
$559 - $746
|
7.51K
$413K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$410 - $547
|
11
$605
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$410 - $547
|
11
$605
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11New |
$410 - $547
|
11
$605
|