Purchases and Sales Made in Q4 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2023. 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, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.45K+ 29.2% |
$95K - $145K
|
15.3K
$770K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.44K+ 22.63% |
$94.6K - $144K
|
18.6K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.33K+ 0.02% |
$91.7K - $140K
|
20M
$1.01B
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.31K+ 12.12% |
$91.2K - $139K
|
30.6K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 24.15% |
$91.1K - $139K
|
17K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.29K+ 5.56% |
$90.7K - $138K
|
62.5K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.15K+ 12.07% |
$86.6K - $132K
|
29.2K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.12K+ 24.3% |
$85.8K - $131K
|
15.9K
$804K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.98K+ 37.64% |
$82.1K - $125K
|
10.9K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
2.93K+ 4.98% |
$80.7K - $123K
|
61.7K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 41.64% |
$77.1K - $118K
|
9.53K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.7K+ 3.51% |
$74.4K - $113K
|
79.6K
$4.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.27K+ 25.92% |
$62.6K - $95.4K
|
11K
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.22K+ 10.38% |
$61.2K - $93.4K
|
23.7K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.09K+ 3.35% |
$57.5K - $87.7K
|
64.5K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.99K+ 10.73% |
$54.8K - $83.6K
|
20.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 202.97% |
$52.7K - $80.4K
|
2.86K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.89K+ 7.02% |
$52.1K - $79.4K
|
28.8K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.89K+ 18.75% |
$52K - $79.3K
|
12K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.88K+ 6.15% |
$51.8K - $78.9K
|
32.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.59K+ 8.62% |
$43.7K - $66.7K
|
20K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.5K+ 11.34% |
$41.3K - $63K
|
14.7K
$743K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 8.53% |
$38.5K - $58.7K
|
17.8K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.38KNew |
$38.1K - $58K
|
1.38K
$69.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.33K+ 2.68% |
$36.7K - $56K
|
51.1K
$2.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.18K+ 9.03% |
$32.4K - $49.3K
|
14.2K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$32.2K - $49K
|
1.17K
$58.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.14K+ 3.54% |
$31.4K - $47.9K
|
33.4K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.1K+ 13.63% |
$30.3K - $46.2K
|
9.17K
$463K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1K+ 14.22% |
$27.5K - $42K
|
8.03K
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
941New |
$25.9K - $39.5K
|
941
$47.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
922+ 10.07% |
$25.4K - $38.7K
|
10.1K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
910+ 0.98% |
$25.1K - $38.2K
|
93.6K
$4.72M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
896+ 6.52% |
$24.7K - $37.6K
|
14.6K
$739K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
865New |
$23.8K - $36.3K
|
865
$43.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
837+ 8.46% |
$23.1K - $35.1K
|
10.7K
$541K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
810+ 4.61% |
$22.3K - $34K
|
18.4K
$928K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
782+ 11.06% |
$21.5K - $32.8K
|
7.85K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
756+ 2.02% |
$20.8K - $31.7K
|
38.1K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
722New |
$19.9K - $30.3K
|
722
$36.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
700+ 2.5% |
$19.3K - $29.4K
|
28.7K
$1.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 5.4% |
$19.3K - $29.4K
|
13.7K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
670+ 3.68% |
$18.5K - $28.1K
|
18.9K
$951K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
665+ 5.64% |
$18.3K - $27.9K
|
12.5K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
606+ 0.42% |
$16.7K - $25.4K
|
146K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
568New |
$15.6K - $23.9K
|
568
$28.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
560+ 4.7% |
$15.4K - $23.5K
|
12.5K
$629K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
546+ 5.59% |
$15K - $22.9K
|
10.3K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
544+ 2.27% |
$15K - $22.8K
|
24.5K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 1.54% |
$13.8K - $21K
|
32.9K
$1.66M
|