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Carlyle Group shares owned by LPL Financial

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Carlyle Group

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All positions including Carlyle Group held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 121k 43.06
2024-06-30 $4.6M 114k 40.15
2024-03-31 $4.6M 98k 46.91
2023-09-30 $2.5M 82k 30.16
2023-06-30 $2.8M 89k 31.95
2023-03-31 $2.9M 95k 31.06
2022-12-31 $2.5M 85k 29.84
2022-09-30 $2.5M 96k 25.84
2022-06-30 $3.2M 101k 31.66
2022-03-31 $9.1M 185k 48.91
2021-12-31 $15M 274k 54.90
2021-09-30 $11M 227k 47.28
2021-06-30 $3.3M 72k 46.48
2021-03-31 $2.5M 68k 36.77
2020-12-31 $1.7M 53k 31.45
2020-09-30 $1.3M 51k 24.67
2020-06-30 $1.5M 53k 27.90
2020-03-31 $1.1M 50k 21.65