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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.49% |
$335 - $448
|
1.86K
$102K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 28.0% |
$261 - $348
|
32
$1.76K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 200.0% |
$223 - $298
|
9
$495
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.13% |
$223 - $298
|
537
$29.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 5.49% |
$186 - $249
|
96
$5.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.4% |
$186 - $249
|
1.25K
$68.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$149 - $199
|
4
$220
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.36% |
$149 - $199
|
123
$6.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 10.26% |
$149 - $199
|
43
$2.36K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.08% |
$112 - $149
|
281
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$74.5 - $99.5
|
2
$110
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$74.5 - $99.5
|
12.2K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$37.2 - $49.7
|
1.55K
$85K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.11% |
$37.2 - $49.7
|
905
$49.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.77% |
$37.2 - $49.7
|
131
$7.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.56% |
$37.2 - $49.7
|
65
$3.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-3- 0.04% |
$112 - $149
|
8.13K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9- 0.17% |
$335 - $448
|
5.41K
$298K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 28.57% |
$521 - $696
|
35
$1.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 13.01% |
$596 - $796
|
107
$5.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 10.44% |
$708 - $945
|
163
$8.96K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 8.37% |
$745 - $995
|
219
$12K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 28.24% |
$894 - $1.19K
|
61
$3.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 7.76% |
$1.23K - $1.64K
|
392
$21.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-45- 0.08% |
$1.68K - $2.24K
|
59.6K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-50- 0.74% |
$1.86K - $2.49K
|
6.73K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 84.62% |
$2.05K - $2.74K
|
10
$550
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 19.48% |
$2.23K - $2.98K
|
248
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-82- 9.82% |
$3.05K - $4.08K
|
753
$41.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-113- 0.41% |
$4.21K - $5.62K
|
27.3K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 1.04% |
$4.66K - $6.22K
|
11.9K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-132- 2.22% |
$4.92K - $6.57K
|
5.83K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-141- 1.09% |
$5.25K - $7.01K
|
12.8K
$704K
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-144- 1.26% |
$5.36K - $7.16K
|
11.2K
$618K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-154- 3.08% |
$5.73K - $7.66K
|
4.84K
$266K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-180- 42.35% |
$6.7K - $8.95K
|
245
$13.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-182- 2.62% |
$6.78K - $9.05K
|
6.77K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-188- 17.15% |
$7K - $9.35K
|
908
$49.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-196- 1.27% |
$7.3K - $9.75K
|
15.2K
$837K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 71.43% |
$7.45K - $9.95K
|
80
$4.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-200- 0.65% |
$7.45K - $9.95K
|
30.6K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-208- 2.23% |
$7.75K - $10.3K
|
9.13K
$502K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-221- 2.89% |
$8.23K - $11K
|
7.42K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-239- 4.04% |
$8.9K - $11.9K
|
5.68K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-250- 4.26% |
$9.31K - $12.4K
|
5.62K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-266- 0.39% |
$9.91K - $13.2K
|
67.8K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-271- 4.72% |
$10.1K - $13.5K
|
5.47K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-290- 3.84% |
$10.8K - $14.4K
|
7.26K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-297- 3.83% |
$11.1K - $14.8K
|
7.45K
$410K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300- 4.76% |
$11.2K - $14.9K
|
6K
$330K
|