Latest Institutional Transactions on Carlyle Group Inc. (CG)
This table provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13.9K- 15.85% |
$600K - $762K
|
73.8K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 0.7% |
$8.64K - $11K
|
28.4K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119+ 5.52% |
$5.14K - $6.52K
|
2.27K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
595K+ 33.6% |
$25.7M - $32.6M
|
2.36M
$124M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-988- 6.15% |
$42.7K - $54.2K
|
15.1K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-175K- 19.1% |
$7.56M - $9.59M
|
741K
$38.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.14K- 5.44% |
$222K - $282K
|
89.3K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 8.66% |
$147K - $186K
|
35.8K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-15.2K- 79.54% |
$658K - $835K
|
3.92K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 20.86% |
$1.47K - $1.86K
|
129
$6.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 7.58% |
$3.28K - $4.17K
|
1.08K
$56.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53- 0.79% |
$2.29K - $2.9K
|
6.68K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 1.25% |
$118K - $150K
|
216K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9KNew |
$1.29M - $1.64M
|
29.9K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 8.86% |
$151K - $192K
|
42.9K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 4.68% |
$17.3K - $21.9K
|
8.15K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
928+ 17.93% |
$40.1K - $50.9K
|
6.1K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 2.19% |
$4.75K - $6.03K
|
5.12K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.69K+ 1.28% |
$73.1K - $92.8K
|
134K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-892- 2.01% |
$38.5K - $48.9K
|
43.6K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14K+ 1.01% |
$606K - $769K
|
1.41M
$73.8M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.2% |
$4.32K - $5.48K
|
50K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
35.4K+ 88.63% |
$1.53M - $1.94M
|
75.4K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.27KNew |
$357K - $453K
|
8.27K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$315
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
121K+ 36.42% |
$5.24M - $6.65M
|
454K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 5.35% |
$45.9K - $58.2K
|
20.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
220+ 0.33% |
$9.5K - $12.1K
|
67.2K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.22% |
$734 - $932
|
7.84K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 31.15% |
$821 - $1.04K
|
42
$2.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66MNew |
$71.7M - $91M
|
1.66M
$87.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.3K- 64.71% |
$1.66M - $2.1M
|
20.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.3KNew |
$574K - $729K
|
13.3K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-86.9K- 88.26% |
$3.76M - $4.76M
|
11.6K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$2.71M - $3.44M
|
62.8K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.09K- 8.53% |
$90.1K - $114K
|
22.4K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 9.76% |
$518 - $658
|
135
$7.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.16K- 1.9% |
$93.4K - $119K
|
111K
$5.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$37K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-172- 0.22% |
$7.43K - $9.43K
|
77.7K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.55% |
$518 - $658
|
2.2K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$86.4 - $110
|
2
$105
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
296+ 31.73% |
$12.8K - $16.2K
|
1.23K
$64.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$315
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.47K+ 2469.0% |
$107K - $135K
|
2.57K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-33.6K- 45.3% |
$1.45M - $1.84M
|
40.6K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
424+ 46.85% |
$18.3K - $23.2K
|
1.33K
$69.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
396+ 10.24% |
$17.1K - $21.7K
|
4.26K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 0.8% |
$432 - $548
|
1.24K
$65.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11.2K- 18.17% |
$483K - $613K
|
50.4K
$2.64M
|