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Carlyle Group
Carlyle Group. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 7 Institutional holders with a total value of $7,797,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SOL Capital Management CO 242,450 3,775,000 48.42%
2 UNITED CAPITAL FINANCIAL ADVISORS, LLC 163,725 2,549,000 32.69%
3 AMERICAN NATIONAL INSURANCE CO 36,950 575,000 7.37%
4 KCM INVESTMENT ADVISORS LLC 19,700 307,000 3.94%
5 Veritable, L.P. 15,650 244,000 3.13%
6 HOLLENCREST CAPITAL MANAGEMENT 12,253 191,000 2.45%
7 BECK MACK & OLIVER LLC 10,050 156,000 2.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.