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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$34.9K - $51.6K
|
1K
$65K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
7.35KNew |
$256K - $378K
|
7.35K
$476K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.09K- 25.09% |
$108K - $159K
|
9.24K
$598K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
67+ 23.1% |
$2.33K - $3.44K
|
357
$23.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 2.31% |
$522 - $771
|
665
$43.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.08K+ 29.48% |
$281K - $415K
|
35.5K
$2.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7+ 3.43% |
$243 - $360
|
211
$13.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-826K- 8.29% |
$28.7M - $42.5M
|
9.14M
$592M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-338- 0.68% |
$11.8K - $17.4K
|
49.4K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.98K+ 33.94% |
$104K - $153K
|
11.8K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
641+ 25.5% |
$22.3K - $32.9K
|
3.16K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 2.68% |
$17.4K - $25.7K
|
19.2K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-10- -0.0% |
$348 - $514
|
207K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
378K+ 4.83% |
$13.2M - $19.5M
|
8.22M
$532M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-725- 3.08% |
$25.2K - $37.3K
|
22.8K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
44.7K+ 9.69% |
$1.55M - $2.3M
|
506K
$32.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
135+ 1.29% |
$4.7K - $6.94K
|
10.6K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-900- 13.62% |
$31.3K - $46.3K
|
5.71K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
13.3K+ 176.98% |
$463K - $684K
|
20.8K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-747K- 28.35% |
$26M - $38.4M
|
1.89M
$122M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.78KNew |
$340K - $503K
|
9.78K
$633K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.14M- 23.9% |
$39.7M - $58.6M
|
3.63M
$235M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
202+ 3.91% |
$7.03K - $10.4K
|
5.37K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
495KNew |
$17.2M - $25.5M
|
495K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
20K+ 6.66% |
$695K - $1.03M
|
320K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 111.18% |
$101K - $149K
|
5.52K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-134K- 2.76% |
$4.65M - $6.87M
|
4.71M
$305M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.45K+ 12.88% |
$120K - $178K
|
30.3K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.62K+ 61.81% |
$195K - $289K
|
14.7K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-6.77K- 1.45% |
$235K - $348K
|
461K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.32K- 3.29% |
$150K - $222K
|
127K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-821- 6.32% |
$28.6K - $42.2K
|
12.2K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
599KNew |
$20.8M - $30.8M
|
599K
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
CALL |
-18.9K- 79.41% |
$657K - $971K
|
4.9K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.7K+ 15.51% |
$442K - $653K
|
94.6K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.58K- 30.56% |
$89.8K - $133K
|
5.87K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.68KNew |
$163K - $241K
|
4.68K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.96K- 1.93% |
$277K - $409K
|
404K
$26.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$157K - $231K
|
4.5K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
19K+ 18.41% |
$661K - $976K
|
122K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
2.29K+ 6.23% |
$79.7K - $118K
|
39.1K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
17.2K+ 10.6% |
$599K - $885K
|
180K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.15K- 20.71% |
$40.1K - $59.3K
|
4.42K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
61+ 0.43% |
$2.12K - $3.14K
|
14.1K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
799New |
$27.8K - $41.1K
|
799
$51.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
281+ 1.74% |
$9.77K - $14.4K
|
16.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-3.51K- 3.16% |
$122K - $181K
|
107K
$6.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.91KNew |
$275K - $406K
|
7.91K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
20.1K+ 13.53% |
$698K - $1.03M
|
168K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
544KNew |
$18.9M - $28M
|
544K
$35.2M
|