A detailed history of Csm Advisors, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Csm Advisors, LLC holds 339,003 shares of CG stock, worth $18.1 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
339,003
Previous 266,725 27.1%
Holding current value
$18.1 Million
Previous $13.7 Million 55.02%
% of portfolio
0.59%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$52.82 - $69.35 $3.82 Million - $5.01 Million
72,278 Added 27.1%
339,003 $21.3 Million
Q2 2025

Aug 07, 2025

BUY
$34.78 - $51.4 $656,298 - $969,918
18,870 Added 7.61%
266,725 $13.7 Million
Q1 2025

May 14, 2025

BUY
$40.03 - $56.96 $9.92 Million - $14.1 Million
247,855 New
247,855 $10.8 Million

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $19.3B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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