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 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 1.92% |
$1.95K - $2.39K
|
2.55K
$129K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
325+ 500.0% |
$12.7K - $15.6K
|
390
$19.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.33K- 1.96% |
$208K - $255K
|
267K
$13.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-3.69K- 42.24% |
$144K - $176K
|
5.04K
$254K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-251- 83.67% |
$9.8K - $12K
|
49
$2.47K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
90+ 128.57% |
$3.51K - $4.31K
|
160
$8.07K
|
|
|
Jul 18, 2024
Q2 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
42+ 0.27% |
$1.64K - $2.01K
|
15.8K
$799K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.97KNew |
$272K - $333K
|
6.97K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
69+ 0.8% |
$2.69K - $3.3K
|
8.7K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
$7.81K - $9.57K
|
200
$10.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 9.08% |
$3.9K - $4.79K
|
1K
$50.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$5.86K - $7.18K
|
150
$7.57K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-20- 10.05% |
$781 - $957
|
179
$9.03K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-800- 1.89% |
$31.2K - $38.3K
|
41.5K
$2.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.01KNew |
$157K - $192K
|
4.01K
$202K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
437+ 4.29% |
$16.8K - $20.8K
|
10.6K
$536K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.97% |
$3.85K - $4.76K
|
4.97K
$251K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$7.69K - $9.52K
|
200
$10.1K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.3K- 4.34% |
$127K - $157K
|
72.7K
$3.67M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-750- 13.01% |
$28.8K - $35.7K
|
5.02K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.39KNew |
$169K - $209K
|
4.39K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
41.6KNew |
$1.6M - $1.98M
|
41.6K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.2KNew |
$507K - $628K
|
13.2K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.2KNew |
$777K - $963K
|
20.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
50KNew |
$1.92M - $2.38M
|
50K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$200K - $248K
|
5.2K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
42.8KNew |
$1.65M - $2.04M
|
42.8K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
25.9KNew |
$995K - $1.23M
|
25.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
75.2KNew |
$2.89M - $3.58M
|
75.2K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.54KNew |
$97.8K - $121K
|
2.54K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-32- 0.7% |
$1.23K - $1.52K
|
4.56K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
87KNew |
$3.35M - $4.14M
|
87K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.3KNew |
$511K - $633K
|
13.3K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
24.8KNew |
$955K - $1.18M
|
24.8K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 2.44% |
$19.2K - $23.8K
|
20K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.18KNew |
$276K - $342K
|
7.18K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 16.97% |
$67.3K - $83.3K
|
12.1K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$634K - $785K
|
16.5K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
555+ 277.5% |
$21.3K - $26.4K
|
755
$38.1K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-93.7K- 89.67% |
$3.6M - $4.46M
|
10.8K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.56KNew |
$175K - $217K
|
4.56K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17New |
$654 - $810
|
17
$858
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55New |
$2.11K - $2.62K
|
55
$2.78K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.86K- 2.0% |
$225K - $279K
|
287K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 3.9% |
$115 - $143
|
74
$3.73K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-8.06K- 60.91% |
$310K - $384K
|
5.17K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$173K - $214K
|
4.5K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20.7KNew |
$794K - $984K
|
20.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.1K+ 2.11% |
$543K - $673K
|
683K
$34.4M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$231 - $286
|
6
$303
|
|