Mount Yale Investment Advisors, LLC Carlyle Group Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 65 shares of CG stock, worth $3,325. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65Holding current value
$3,325% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CG
# of Institutions
688Shares Held
224MCall Options Held
2.95MPut Options Held
1.68M-
Vanguard Group Inc Valley Forge, PA24.7MShares$1.26 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.16 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.02 Billion0.16% of portfolio
-
Harris Associates L P Chicago, IL11.3MShares$579 Million0.99% of portfolio
-
William Blair Investment Management, LLC Chicago, IL9.95MShares$509 Million1.47% of portfolio
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...