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 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
48+ 0.4% |
$1.67K - $2.47K
|
12.2K
$759K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.27K- 10.6% |
$79.1K - $117K
|
19.2K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
51.3KNew |
$1.78M - $2.63M
|
51.3K
$3.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 2.31% |
$313 - $463
|
399
$24.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-447- 39.66% |
$15.5K - $23K
|
680
$42.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 8.7% |
$6.96K - $10.3K
|
2.1K
$131K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
151KNew |
$5.25M - $7.76M
|
151K
$9.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.75KNew |
$165K - $244K
|
4.75K
$296K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
14.9K+ 10.6% |
$517K - $763K
|
155K
$9.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-68- 36.96% |
$2.37K - $3.5K
|
116
$7.23K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6K+ 8.47% |
$209K - $308K
|
76.8K
$4.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 18.4% |
$54.5K - $80.5K
|
10.1K
$628K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
374+ 8.03% |
$13K - $19.2K
|
5.03K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
800+ 1.35% |
$27.8K - $41.1K
|
59.9K
$3.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.43K- 18.25% |
$49.6K - $73.3K
|
6.39K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$1.18K - $1.75K
|
34
$2.12K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.48K+ 24.23% |
$86.2K - $127K
|
12.7K
$792K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.01K- 26.75% |
$174K - $258K
|
13.7K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4KNew |
$139K - $206K
|
4K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 75.0% |
$209 - $308
|
14
$872
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
8.09K+ 4.53% |
$281K - $416K
|
187K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 160.0% |
$278 - $411
|
13
$810
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
363+ 31.37% |
$12.6K - $18.7K
|
1.52K
$94.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$57.9K - $85.5K
|
1.66K
$104K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
758+ 6.33% |
$26.4K - $39K
|
12.7K
$793K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.25KNew |
$148K - $218K
|
4.25K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-39- 0.29% |
$1.36K - $2K
|
13.2K
$822K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
17+ 0.77% |
$591 - $874
|
2.23K
$139K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-419- 5.64% |
$14.6K - $21.5K
|
7.01K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.4K- 36.48% |
$363K - $536K
|
18.2K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.46K- 11.79% |
$85.4K - $126K
|
18.4K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-211- 2.06% |
$7.34K - $10.8K
|
10K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-25.8K- 3.73% |
$898K - $1.33M
|
666K
$41.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.2K- 4.01% |
$911K - $1.35M
|
628K
$39.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
737New |
$25.6K - $37.9K
|
737
$45.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-656- 1.72% |
$22.8K - $33.7K
|
37.4K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
94.1KNew |
$3.27M - $4.84M
|
94.1K
$5.86M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-678- 3.95% |
$23.6K - $34.8K
|
16.5K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$104 - $154
|
10.5K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
89.7KNew |
$3.12M - $4.61M
|
89.7K
$5.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-759- 6.31% |
$26.4K - $39K
|
11.3K
$703K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-310- 0.42% |
$10.8K - $15.9K
|
73K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 15.38% |
$209 - $308
|
45
$2.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-63- 0.78% |
$2.19K - $3.24K
|
8K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$148K - $218K
|
4.25K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1+ 0.01% |
$34.8 - $51.4
|
7.53K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.53KNew |
$157K - $233K
|
4.53K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-770- 3.11% |
$26.8K - $39.6K
|
24K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.38K+ 2.23% |
$48K - $70.9K
|
63.3K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 11.19% |
$1.15K - $1.7K
|
262
$16.3K
|