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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 0.36% |
$466 - $601
|
2.79K
$147K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$466 - $601
|
10
$527
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
9+ 0.07% |
$419 - $541
|
12.9K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$326 - $421
|
7
$369
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4+ 0.24% |
$186 - $241
|
1.7K
$89.8K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.49% |
$140 - $180
|
615
$32.4K
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- -0.0% |
$46.6 - $60.1
|
26.2K
$1.38M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 0.71% |
$372 - $481
|
1.13K
$59.3K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-18- 0.24% |
$838 - $1.08K
|
7.5K
$395K
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-22- 0.01% |
$1.02K - $1.32K
|
172K
$9.04M
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-23- 14.47% |
$1.07K - $1.38K
|
136
$7.17K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-59Closed |
$2.75K - $3.55K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-65- 3.6% |
$3.03K - $3.91K
|
1.74K
$91.9K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-80- 2.36% |
$3.72K - $4.81K
|
3.31K
$174K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 1.39% |
$4.66K - $6.01K
|
7.09K
$373K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.66K - $6.01K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-106- 2.52% |
$4.93K - $6.37K
|
4.11K
$216K
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-121- 3.6% |
$5.63K - $7.28K
|
3.24K
$171K
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-144- 0.49% |
$6.7K - $8.66K
|
29.3K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-163- 0.23% |
$7.59K - $9.8K
|
71.6K
$3.77M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-179Closed |
$8.33K - $10.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-188- 1.03% |
$8.75K - $11.3K
|
18.1K
$956K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-190- 1.47% |
$8.84K - $11.4K
|
12.7K
$669K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-192- 1.82% |
$8.94K - $11.5K
|
10.3K
$545K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 3.33% |
$9.31K - $12K
|
5.82K
$306K
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-200- 1.79% |
$9.31K - $12K
|
11K
$577K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-203- 0.3% |
$9.45K - $12.2K
|
67.7K
$3.57M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-218Closed |
$10.1K - $13.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-236- 0.51% |
$11K - $14.2K
|
45.9K
$2.42M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-300- 1.25% |
$14K - $18K
|
23.7K
$1.25M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-312- 10.55% |
$14.5K - $18.8K
|
2.65K
$139K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-323- 13.65% |
$15K - $19.4K
|
2.04K
$108K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-358- 1.46% |
$16.7K - $21.5K
|
24.2K
$1.27M
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-391- 16.57% |
$18.2K - $23.5K
|
1.97K
$104K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-410- 96.47% |
$19.1K - $24.7K
|
15
$791
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-476- 7.78% |
$22.2K - $28.6K
|
5.65K
$297K
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-525- 7.59% |
$24.4K - $31.6K
|
6.39K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-530- 6.42% |
$24.7K - $31.9K
|
7.72K
$407K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-532- 5.58% |
$24.8K - $32K
|
9K
$474K
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-689- 12.61% |
$32.1K - $41.4K
|
4.78K
$252K
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-701Closed |
$32.6K - $42.2K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
SELL
|
- |
-782- 9.21% |
$36.4K - $47K
|
7.71K
$406K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-844- 7.63% |
$39.3K - $50.8K
|
10.2K
$538K
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-886- 14.23% |
$41.2K - $53.3K
|
5.34K
$281K
|
|
Feb 08, 2022
Q4 2021
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-900- 2.44% |
$41.9K - $54.1K
|
36K
$1.9M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-936- 11.34% |
$43.6K - $56.3K
|
7.32K
$386K
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-940- 12.27% |
$43.8K - $56.5K
|
6.72K
$354K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$46.6K - $60.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$46.8K - $60.4K
|
0
$0
|