CG icon

Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
301
INTECH Investment Management
Florida
$489K -$78.8K -1,589 -12%
CAM
302
Carret Asset Management
New York
$488K -$4.96K -100 -0.9%
MGAM
303
McGowan Group Asset Management
Texas
$487K +$744 +15 +0.1%
CCA
304
Catalyst Capital Advisors
New York
$479K +$248K +5,000 +83%
JWCA
305
J.W. Cole Advisors
Florida
$478K +$274K +5,517 +101%
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$476K +$278K +5,611 +106%
MC
307
Moors & Cabot
Massachusetts
$471K +$131K +2,651 +33%
FSA
308
Fort Sheridan Advisors
Illinois
$471K – – –
CWM
309
CIBC World Markets
New York
$461K +$4.76K +96 +0.9%
TW
310
TritonPoint Wealth
Maryland
$458K -$33.2K -670 -6%
SCM
311
Sterneck Capital Management
Missouri
$456K +$198K +4,000 +62%
Axa
312
Axa
France
$455K -$13.6K -275 -3%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$446K -$113K -2,284 -18%
GCA
314
Greenwood Capital Associates
South Carolina
$446K +$507K +10,223 New
TPCW
315
TD Private Client Wealth
New York
$439K +$477K +9,623 +2,158%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$437K +$101K +2,042 +26%
DWP
317
Daymark Wealth Partners
Ohio
$437K +$256K +5,172 +107%
Verition Fund Management
318
Verition Fund Management
Connecticut
$427K -$496 -10 -0.1%
BPC
319
Bearing Point Capital
Minnesota
$427K +$10.7K +215 +2%
1832 Asset Management
320
1832 Asset Management
Ontario, Canada
$423K – – –
AC
321
AXQ Capital
New Jersey
$410K +$467K +9,417 New
SCP
322
Stamos Capital Partners
California
$396K +$451K +9,089 New
FG
323
Fiduciary Group
Georgia
$392K +$9.92K +200 +2%
ProShare Advisors
324
ProShare Advisors
Maryland
$392K -$43.9K -886 -9%
BAMF
325
BI Asset Management Fondsmaeglerselskab
Denmark
$383K -$1.39M -28,097 -76%