Purchases and Sales Made in Q4 2022 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 1.96% |
$127 - $159
|
260
$9.51K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 4.0% |
$25.3 - $31.8
|
26
$951
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10- 0.23% |
$253 - $318
|
4.28K
$157K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-13Closed |
$329 - $413
|
0
$0
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 19.51% |
$405 - $508
|
66
$2.41K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-32- 50.0% |
$811 - $1.02K
|
32
$1.17K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-43- 1.98% |
$1.09K - $1.37K
|
2.13K
$77.9K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62- 0.75% |
$1.57K - $1.97K
|
8.22K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-62- 0.75% |
$1.57K - $1.97K
|
8.22K
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-78- 0.84% |
$1.98K - $2.48K
|
9.16K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-82- 36.61% |
$2.08K - $2.6K
|
142
$5.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-115- 0.72% |
$2.91K - $3.65K
|
15.9K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-116- 0.81% |
$2.94K - $3.68K
|
14.3K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-124- 0.42% |
$3.14K - $3.94K
|
29.2K
$1.07M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-124- 0.42% |
$3.14K - $3.94K
|
29.2K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-145- 0.59% |
$3.67K - $4.61K
|
24.6K
$900K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-159- 1.98% |
$4.03K - $5.05K
|
7.87K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-197- 0.17% |
$4.99K - $6.26K
|
115K
$4.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-199- 0.7% |
$5.04K - $6.32K
|
28.2K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 2.88% |
$5.07K - $6.35K
|
6.75K
$247K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-213- 2.19% |
$5.4K - $6.76K
|
9.52K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-258- 6.41% |
$6.54K - $8.19K
|
3.77K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-299- 29.9% |
$7.57K - $9.5K
|
701
$25.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-358- 3.34% |
$9.07K - $11.4K
|
10.4K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-399- 1.14% |
$10.1K - $12.7K
|
34.7K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-440- 1.08% |
$11.1K - $14K
|
40.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-454- 3.79% |
$11.5K - $14.4K
|
11.5K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-455- 18.27% |
$11.5K - $14.5K
|
2.04K
$74.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-496- 1.81% |
$12.6K - $15.8K
|
26.9K
$983K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-600- 2.11% |
$15.2K - $19.1K
|
27.8K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-622- 14.28% |
$15.8K - $19.8K
|
3.74K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-650- 4.35% |
$16.5K - $20.6K
|
14.3K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-797- 0.29% |
$20.2K - $25.3K
|
270K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-913- 4.0% |
$23.1K - $29K
|
21.9K
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-915- 4.45% |
$23.2K - $29.1K
|
19.7K
$719K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1K- 42.64% |
$25.3K - $31.8K
|
1.35K
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.01K- 21.43% |
$25.5K - $31.9K
|
3.69K
$135K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.09K- 1.45% |
$27.5K - $34.5K
|
73.8K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-1.09K- 3.14% |
$27.5K - $34.5K
|
33.5K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.12K- 3.5% |
$28.3K - $35.5K
|
30.9K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.13K- 11.66% |
$28.5K - $35.7K
|
8.52K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.23K- 12.23% |
$31.1K - $39K
|
8.82K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.25K- 5.94% |
$31.8K - $39.8K
|
19.9K
$727K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.5K- 1.96% |
$38.1K - $47.7K
|
75.1K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 7.96% |
$38.8K - $48.6K
|
17.7K
$648K
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-1.67K- 8.68% |
$42.2K - $52.9K
|
17.5K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.75K- 2.08% |
$44.2K - $55.4K
|
82.3K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.9K- 14.98% |
$48.1K - $60.3K
|
10.8K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.05K- 7.24% |
$52K - $65.2K
|
26.3K
$963K
|