Warren Averett Asset Management, LLC Carlyle Group Inc. Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 11,228 shares of CG stock, worth $598,789. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,228
Previous 5,373
108.97%
Holding current value
$598,789
Previous $276,000
154.71%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CG
# of Institutions
720Shares Held
221MCall Options Held
3.59MPut Options Held
1.68M-
Vanguard Group Inc Valley Forge, PA25.4MShares$1.36 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.21 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.07 Billion0.18% of portfolio
-
Harris Associates L P Chicago, IL10.9MShares$583 Million1.13% of portfolio
-
Morgan Stanley New York, NY10.1MShares$539 Million0.04% of portfolio
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...