Robertson Stephens Wealth Management, LLC Carlyle Group Inc. Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,749 shares of CG stock, worth $301,324. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,749Holding current value
$301,324% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CG
# of Institutions
609Shares Held
220MCall Options Held
3.02MPut Options Held
633K-
Vanguard Group Inc Valley Forge, PA24.3MShares$1.54 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.44 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA17.7MShares$1.12 Billion0.13% of portfolio
-
William Blair Investment Management, LLC Chicago, IL12.2MShares$772 Million1.62% of portfolio
-
Morgan Stanley New York, NY9.96MShares$632 Million0.03% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $22.9B
- 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...