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Carlyle Group

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.41M +$41.9K +2,375 +3%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$1.37M +$595K +33,748 +94%
Jane Street
53
Jane Street
New York
$1.19M +$1.06M +60,113 New
LPL Financial
54
LPL Financial
California
$1.09M -$84.4K -4,785 -8%
CBA
55
Coastal Bridge Advisors
Connecticut
$1.02M +$913K +51,774 New
Geode Capital Management
56
Geode Capital Management
Massachusetts
$1.01M +$56.8K +3,218 +7%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1M
GS
58
GAM Systematic
United Kingdom
$914K +$443K +25,136 +119%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$903K +$255K +14,440 +46%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$859K +$386K +21,913 +102%
WT
61
Whittier Trust
California
$841K +$21.8K +1,234 +3%
IC
62
Iconiq Capital
California
$823K
Barclays
63
Barclays
United Kingdom
$800K +$184K +10,449 +35%
RJA
64
Raymond James & Associates
Florida
$782K +$69.3K +3,930 +11%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$770K +$123K +7,000 +22%
Creative Planning
66
Creative Planning
Kansas
$690K +$34.4K +1,950 +6%
JIR
67
James Investment Research
Ohio
$669K +$597K +33,870 New
VAM
68
Verity Asset Management
North Carolina
$661K +$591K +33,483 New
M&T Bank
69
M&T Bank
New York
$646K
Wolverine Trading
70
Wolverine Trading
Illinois
$559K +$178K +10,080 +56%
BGC
71
Blue Granite Capital
South Carolina
$541K -$32.6K -1,850 -6%
PAWC
72
P.A.W. Capital
Connecticut
$533K +$476K +27,000 New
PI
73
PineBridge Investments
New York
$489K -$220K -12,469 -33%
IA
74
Investor AB
Sweden
$486K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$475K