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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-24.6K- 16.67% |
$1.06M - $1.35M
|
123K
$6.77M
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
123K+ 180.57% |
$5.32M - $6.75M
|
191K
$10.5M
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.2K- 49.57% |
$527K - $669K
|
12.4K
$682K
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.06K+ 2.29% |
$45.9K - $58.2K
|
47.4K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
575+ 2.6% |
$24.8K - $31.5K
|
22.7K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
609+ 198.37% |
$26.3K - $33.4K
|
916
$50.4K
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-29.5K- 41.85% |
$1.28M - $1.62M
|
41K
$2.26M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
142KNew |
$6.13M - $7.78M
|
142K
$7.8M
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
70.8KNew |
$3.06M - $3.88M
|
70.8K
$3.89M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-395- 7.03% |
$17.1K - $21.6K
|
5.23K
$287K
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-298- 39.58% |
$12.9K - $16.3K
|
455
$25K
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.71K+ 42.72% |
$246K - $313K
|
19.1K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.9K- 30.16% |
$82.1K - $104K
|
4.4K
$242K
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-397- 2.43% |
$17.2K - $21.8K
|
16K
$877K
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-17K- 50.0% |
$735K - $933K
|
17K
$936K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
27.6K+ 22.82% |
$1.19M - $1.51M
|
148K
$8.15M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
570+ 32.66% |
$24.6K - $31.2K
|
2.32K
$127K
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.87K- 17.34% |
$124K - $157K
|
13.7K
$751K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$1.54K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.98KNew |
$172K - $218K
|
3.98K
$219K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.14K- 5.44% |
$222K - $282K
|
89.3K
$4.91M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 20.86% |
$1.47K - $1.86K
|
129
$7.09K
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53- 0.79% |
$2.29K - $2.9K
|
6.68K
$367K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9KNew |
$1.29M - $1.64M
|
29.9K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$216 - $274
|
5
$275
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.3K- 64.71% |
$1.66M - $2.1M
|
20.9K
$1.15M
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.3KNew |
$574K - $729K
|
13.3K
$731K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-86.9K- 88.26% |
$3.76M - $4.76M
|
11.6K
$636K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$2.71M - $3.44M
|
62.8K
$3.45M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$38.8K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$86.4 - $110
|
2
$110
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$330
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
863+ 7.18% |
$37.3K - $47.3K
|
12.9K
$709K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
26+ 0.51% |
$1.12K - $1.43K
|
5.12K
$281K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$336K
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.5K- 8.76% |
$238K - $301K
|
57.3K
$3.15M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.02KNew |
$303K - $384K
|
7.02K
$386K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$164K - $208K
|
3.8K
$209K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$1.96M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 4.77% |
$1.77K - $2.25K
|
900
$49.5K
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$184K - $233K
|
4.25K
$234K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 94.84% |
$99.3K - $126K
|
125
$6.87K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.67% |
$13K - $16.4K
|
44.2K
$2.43M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495+ 54.52% |
$21.4K - $27.1K
|
1.4K
$77.2K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-57- 1.27% |
$2.46K - $3.12K
|
4.43K
$243K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 15.79% |
$259 - $329
|
44
$2.42K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-210- 4.34% |
$9.07K - $11.5K
|
4.63K
$254K
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$473K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$235K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$302 - $384
|
7
$385
|