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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 1.52% |
$27.5 - $42
|
65
$3.28K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.7% |
$27.5 - $42
|
36
$1.82K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 3.09% |
$82.6 - $126
|
94
$4.74K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7- 0.05% |
$193 - $294
|
15K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 0.99% |
$275 - $420
|
1K
$50.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
SELL
|
- |
-11- 0.01% |
$303 - $462
|
97.3K
$4.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-14- 36.84% |
$386 - $588
|
24
$1.21K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 1.57% |
$496 - $756
|
1.13K
$56.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-27- 25.23% |
$744 - $1.13K
|
80
$4.04K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-38- 8.46% |
$1.05K - $1.6K
|
411
$20.7K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-44- 0.56% |
$1.21K - $1.85K
|
7.81K
$394K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-45- 3.61% |
$1.24K - $1.89K
|
1.2K
$60.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-45- 0.57% |
$1.24K - $1.89K
|
7.85K
$396K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-53- 3.32% |
$1.46K - $2.23K
|
1.54K
$77.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-55- 15.49% |
$1.51K - $2.31K
|
300
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 1.16% |
$1.65K - $2.52K
|
5.1K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-76- 0.51% |
$2.09K - $3.19K
|
14.8K
$749K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-82- 0.75% |
$2.26K - $3.44K
|
10.9K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-88- 1.88% |
$2.42K - $3.7K
|
4.6K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-120- 1.64% |
$3.3K - $5.04K
|
7.19K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-153- 3.69% |
$4.21K - $6.42K
|
3.99K
$201K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-169- 1.63% |
$4.65K - $7.1K
|
10.2K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-170- 2.45% |
$4.68K - $7.14K
|
6.78K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-199- 1.03% |
$5.48K - $8.36K
|
19K
$961K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 66.67% |
$5.51K - $8.4K
|
100
$5.05K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-247- 0.24% |
$6.8K - $10.4K
|
104K
$5.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-323- 0.42% |
$8.9K - $13.6K
|
76.2K
$3.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-350- 5.72% |
$9.64K - $14.7K
|
5.77K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-350- 1.22% |
$9.64K - $14.7K
|
28.4K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-354- 0.36% |
$9.75K - $14.9K
|
97.1K
$4.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-435- 0.77% |
$12K - $18.3K
|
55.7K
$2.81M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-480- 15.86% |
$13.2K - $20.2K
|
2.55K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-480- 7.05% |
$13.2K - $20.2K
|
6.33K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-481- 2.85% |
$13.2K - $20.2K
|
16.4K
$828K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-495- 64.04% |
$13.6K - $20.8K
|
278
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-496- 2.83% |
$13.7K - $20.8K
|
17K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-496- 4.03% |
$13.7K - $20.8K
|
11.8K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-529- 3.23% |
$14.6K - $22.2K
|
15.9K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-550- 7.05% |
$15.1K - $23.1K
|
7.25K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-558- 1.44% |
$15.4K - $23.4K
|
38.2K
$1.93M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-570- 93.6% |
$15.7K - $23.9K
|
39
$1.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-571- 7.82% |
$15.7K - $24K
|
6.73K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-598- 5.96% |
$16.5K - $25.1K
|
9.43K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-620- 1.32% |
$17.1K - $26K
|
46.4K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-634- 3.76% |
$17.5K - $26.6K
|
16.2K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-678- 3.82% |
$18.7K - $28.5K
|
17.1K
$862K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 3.02% |
$22K - $33.6K
|
25.7K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 9.33% |
$22K - $33.6K
|
7.78K
$392K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-817- 1.44% |
$22.5K - $34.3K
|
55.8K
$2.81M
|