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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46New |
$1.84K - $2.62K
|
46
$2.87K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.9K- 27.79% |
$478K - $680K
|
31K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-158K- 41.59% |
$6.31M - $8.98M
|
221K
$13.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 9.09% |
$20K - $28.5K
|
5K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
561+ 5100.0% |
$22.5K - $32K
|
572
$35.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 0.81% |
$400 - $570
|
1.23K
$76.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4K+ 61.83% |
$160K - $228K
|
10.5K
$652K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 253.85% |
$1.32K - $1.88K
|
46
$2.87K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
739K+ 243.85% |
$31.9M - $40.5M
|
1.04M
$64.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.31K+ 21.84% |
$402K - $510K
|
51.9K
$3.24M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 0.32% |
$84.1K - $107K
|
606K
$37.8M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
74.2KNew |
$3.21M - $4.07M
|
74.2K
$4.62M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-532- 4.14% |
$23K - $29.2K
|
12.3K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4KNew |
$173K - $219K
|
4K
$249K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 100.0% |
$43.2K - $54.8K
|
2K
$125K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
340+ 6.83% |
$14.7K - $18.6K
|
5.32K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
922+ 8.68% |
$39.8K - $50.5K
|
11.5K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 5.87% |
$1.16M - $1.47M
|
483K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-9.7K- 23.32% |
$419K - $532K
|
31.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-28- 0.58% |
$1.21K - $1.53K
|
4.82K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 50.51% |
$250K - $317K
|
5.67K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
263KNew |
$11.4M - $14.4M
|
263K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
375New |
$16.2K - $20.6K
|
375
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
266K+ 5484.23% |
$11.5M - $14.6M
|
271K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$194K - $247K
|
4.5K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-8.27K- 12.38% |
$357K - $453K
|
58.5K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
488+ 19.94% |
$21.1K - $26.7K
|
2.94K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.71KNew |
$419K - $532K
|
9.71K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
70KNew |
$3.02M - $3.84M
|
70K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
75.6KNew |
$3.26M - $4.14M
|
75.6K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.2K- 18.71% |
$138K - $175K
|
13.9K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
313K+ 24.71% |
$13.5M - $17.2M
|
1.58M
$98.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
89.6KNew |
$3.87M - $4.91M
|
89.6K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
951New |
$41.1K - $52.1K
|
951
$59.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
306+ 6.23% |
$13.2K - $16.8K
|
5.22K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.41KNew |
$60.8K - $77.2K
|
1.41K
$87.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
24.5K+ 128.95% |
$1.06M - $1.34M
|
43.5K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
568New |
$24.5K - $31.1K
|
568
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-8.79K- 16.62% |
$380K - $482K
|
44.1K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
6.32KNew |
$273K - $346K
|
6.32K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
4.42KNew |
$191K - $242K
|
4.42K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
47.3KNew |
$2.05M - $2.6M
|
47.3K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
460KNew |
$19.9M - $25.2M
|
460K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28KNew |
$1.21M - $1.53M
|
28K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
53.3KNew |
$2.3M - $2.92M
|
53.3K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-108K- 62.84% |
$4.67M - $5.92M
|
63.9K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
82.7K+ 21.53% |
$3.57M - $4.53M
|
467K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89.8K- 93.12% |
$3.88M - $4.92M
|
6.64K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
13.6KNew |
$588K - $745K
|
13.6K
$847K
|
|