A detailed history of J.W. Cole Advisors, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 11,598 shares of CG stock, worth $593,353. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,598
Previous 10,703 8.36%
Holding current value
$593,353
Previous $550,000 32.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025

BUY
$52.82 - $69.35 $47,273 - $62,068
895 Added 8.36%
11,598 $727,000
Q2 2025

Aug 12, 2025

SELL
$34.78 - $51.4 $8,799 - $13,004
-253 Reduced 2.31%
10,703 $550,000
Q1 2025

May 05, 2025

BUY
$40.03 - $56.96 $220,845 - $314,248
5,517 Added 101.43%
10,956 $477,000
Q4 2024

Jan 30, 2025

BUY
$43.2 - $54.81 $234,964 - $298,111
5,439 New
5,439 $274,000
Q1 2022

May 16, 2022

BUY
$40.59 - $55.57 $932,717 - $1.28 Million
22,979 New
22,979 $2,000

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 $18.5B
  • 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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