Purchases and Sales Made in Q4 2021 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.1KNew |
$191K - $247K
|
4.1K
$216K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
4.08KNew |
$190K - $245K
|
4.08K
$215K
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
4.08K+ 10.84% |
$190K - $245K
|
41.7K
$2.2M
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
4KNew |
$186K - $241K
|
4K
$211K
|
|
|
Jan 19, 2022
Q4 2021
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4K+ 26.49% |
$186K - $241K
|
19.1K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4KNew |
$186K - $241K
|
4K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.97KNew |
$185K - $239K
|
3.97K
$209K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3.86K+ 8.84% |
$180K - $232K
|
47.5K
$2.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.83KNew |
$178K - $230K
|
3.83K
$202K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.77KNew |
$175K - $226K
|
3.77K
$198K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.75KNew |
$175K - $226K
|
3.75K
$198K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
3.69K+ 2.3% |
$172K - $222K
|
165K
$8.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.55K+ 82.47% |
$165K - $214K
|
7.86K
$414K
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.52K+ 31.24% |
$164K - $212K
|
14.8K
$780K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.31KNew |
$154K - $199K
|
3.31K
$174K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.24KNew |
$151K - $195K
|
3.24K
$171K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.24KNew |
$151K - $195K
|
3.24K
$171K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3K+ 12.0% |
$140K - $180K
|
28K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 35.24% |
$137K - $177K
|
11.3K
$594K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 14.69% |
$137K - $177K
|
22.9K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 8.73% |
$136K - $175K
|
36.3K
$1.91M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.72K+ 49.82% |
$127K - $164K
|
8.19K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.52K+ 59.31% |
$117K - $152K
|
6.77K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.14K+ 16.87% |
$99.4K - $128K
|
14.8K
$780K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.03KNew |
$94.3K - $122K
|
2.03K
$107K
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.16% |
$93.1K - $120K
|
1.24M
$65.2M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.89K+ 3.02% |
$88K - $114K
|
64.5K
$3.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.67K+ 16.41% |
$77.9K - $101K
|
11.9K
$625K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.65KNew |
$76.9K - $99.4K
|
1.65K
$87.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1.65K+ 9.0% |
$76.8K - $99.2K
|
20K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.64K+ 292.87% |
$76.5K - $98.8K
|
2.2K
$116K
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.64KNew |
$76.3K - $98.6K
|
1.64K
$86.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
1.6K+ 15.41% |
$74.3K - $96K
|
12K
$630K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 4.8% |
$72.9K - $94.2K
|
34.2K
$1.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 1.55% |
$70.4K - $90.9K
|
98.9K
$5.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.51K+ 49.2% |
$70.1K - $90.6K
|
4.57K
$241K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.5K+ 2.13% |
$69.8K - $90.1K
|
71.9K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.46K+ 1.69% |
$68K - $87.9K
|
87.9K
$4.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 1.93% |
$66.1K - $85.4K
|
75K
$3.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
1.42K+ 2.15% |
$66K - $85.2K
|
67.4K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 15.5% |
$65.9K - $85.1K
|
10.5K
$556K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39K+ 21.89% |
$64.8K - $83.8K
|
7.76K
$409K
|
|
|
Jan 24, 2022
Q4 2021
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
1.27K+ 2.27% |
$59.3K - $76.6K
|
57.4K
$3.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.18KNew |
$54.7K - $70.7K
|
1.18K
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.17K+ 19.74% |
$54.6K - $70.5K
|
7.11K
$375K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.04K+ 407.84% |
$48.4K - $62.5K
|
1.3K
$68.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
938+ 18.53% |
$43.7K - $56.4K
|
6K
$316K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
884+ 6.17% |
$41.2K - $53.2K
|
15.2K
$801K
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
878+ 4.99% |
$40.9K - $52.8K
|
18.5K
$973K
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
828New |
$38.5K - $49.8K
|
828
$43.6K
|