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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
173+ 3.36% |
$6.02K - $8.89K
|
5.32K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 38.46% |
$2.61K - $3.86K
|
120
$6.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.24KNew |
$148K - $218K
|
4.24K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6KNew |
$209K - $308K
|
6K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.07K+ 2.64% |
$281K - $415K
|
314K
$17.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 19.75% |
$3.34K - $4.93K
|
582
$32K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
88+ 8.55% |
$3.06K - $4.52K
|
1.12K
$61.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31New |
$1.08K - $1.59K
|
31
$1.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
5.62K+ 3.16% |
$195K - $289K
|
184K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-4K- 16.67% |
$139K - $206K
|
20K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.81% |
$243 - $360
|
393
$21.6K
|
|
| Q1 2025 | |||||||
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11K+ 69.61% |
$441K - $627K
|
26.8K
$1.48M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-8.82K- 23.33% |
$353K - $502K
|
29K
$1.59M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-128K- 96.2% |
$5.13M - $7.3M
|
5.07K
$279K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650New |
$26K - $37K
|
650
$35.7K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 15.28% |
$51.3K - $73K
|
7.11K
$391K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.59K- 12.4% |
$63.6K - $90.5K
|
11.2K
$617K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6KNew |
$240K - $342K
|
6K
$330K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-884- 1.89% |
$35.4K - $50.4K
|
45.9K
$2.53M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
441K+ 37.93% |
$17.7M - $25.1M
|
1.6M
$88.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.58K+ 3.38% |
$63.2K - $89.9K
|
48.2K
$2.65M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$320 - $456
|
8
$440
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290New |
$11.6K - $16.5K
|
290
$15.9K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.67K- 71.85% |
$267K - $380K
|
2.61K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12- 0.03% |
$480 - $684
|
38.5K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.95K+ 55.29% |
$358K - $510K
|
25.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.51KNew |
$101K - $143K
|
2.51K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.73K+ 18.78% |
$149K - $212K
|
23.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
SELL
|
- |
-9.46K- 54.35% |
$379K - $539K
|
7.95K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.03K- 1.94% |
$201K - $287K
|
254K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-275- 2.57% |
$11K - $15.7K
|
10.4K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
62+ 688.89% |
$2.48K - $3.53K
|
71
$3.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.57K- 12.01% |
$63K - $89.7K
|
11.5K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
289+ 1.03% |
$11.6K - $16.5K
|
28.3K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
57.5K+ 0.74% |
$2.3M - $3.28M
|
7.84M
$431M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-4.25K- 36.12% |
$170K - $242K
|
7.52K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1K - $1.42K
|
35
$1.92K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 200.0% |
$80.1 - $114
|
3
$165
|
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
178K+ 7.25% |
$7.12M - $10.1M
|
2.63M
$145M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.46K+ 15.61% |
$98.4K - $140K
|
18.2K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.1% |
$400 - $570
|
9.8K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 27.97% |
$55.5K - $79K
|
6.35K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.66K- 34.61% |
$147K - $209K
|
6.92K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 38.76% |
$131K - $186K
|
11.7K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
69.2K+ 74.35% |
$2.77M - $3.94M
|
162K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.32% |
$721 - $1.03K
|
5.57K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.4K+ 0.52% |
$55.8K - $79.5K
|
272K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.91K+ 4.85% |
$357K - $508K
|
193K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.25K+ 4.16% |
$210K - $299K
|
132K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.4K- 15.59% |
$96.1K - $137K
|
13K
$715K
|
|