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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.86K- 2.0% |
$225K - $279K
|
287K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-8.06K- 60.91% |
$310K - $384K
|
5.17K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20.7KNew |
$794K - $984K
|
20.7K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.1K+ 2.11% |
$543K - $673K
|
683K
$37.5M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$231 - $286
|
6
$330
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
2.1KNew |
$80.7K - $100K
|
2.1K
$115K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-220- 1.12% |
$8.46K - $10.5K
|
19.4K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.62KNew |
$293K - $363K
|
7.62K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.94KNew |
$190K - $235K
|
4.94K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
79.3KNew |
$3.05M - $3.78M
|
79.3K
$4.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$538 - $667
|
14
$770
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.52KNew |
$212K - $263K
|
5.52K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
500KNew |
$19.2M - $23.8M
|
500K
$27.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.8KNew |
$185K - $229K
|
4.8K
$264K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
719New |
$27.6K - $34.2K
|
719
$39.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.37K- 12.79% |
$91.2K - $113K
|
16.2K
$890K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$4.19K - $5.19K
|
109
$5.99K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.6KNew |
$1.68M - $2.08M
|
43.6K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-4.15K- 34.18% |
$160K - $198K
|
8K
$440K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-10.5K- 51.72% |
$404K - $500K
|
9.8K
$539K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-914- 98.6% |
$35.1K - $43.5K
|
13
$715
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15.4KNew |
$594K - $735K
|
15.4K
$849K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$2.88K - $3.57K
|
75
$4.12K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$38.5 - $47.6
|
1
$55
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.66K- 24.48% |
$63.8K - $79K
|
5.12K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$159K - $196K
|
4.13K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
163KNew |
$6.25M - $7.75M
|
163K
$8.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10.4KNew |
$398K - $493K
|
10.4K
$569K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.22KNew |
$46.7K - $57.9K
|
1.22K
$66.8K
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
53New |
$1.46K - $2.23K
|
53
$2.91K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
729K+ 23.38% |
$20.1M - $30.6M
|
3.85M
$212M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.6K+ 365.5% |
$403K - $614K
|
18.6K
$1.02M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 66.67% |
$5.51K - $8.4K
|
100
$5.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19KNew |
$143K - $218K
|
5.19K
$285K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
131New |
$3.61K - $5.5K
|
131
$7.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.5KNew |
$426K - $650K
|
15.5K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.62KNew |
$155K - $236K
|
5.62K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.9KNew |
$300K - $458K
|
10.9K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21.6K- 18.21% |
$595K - $908K
|
97.1K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$157K - $239K
|
5.69K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
121KNew |
$3.33M - $5.08M
|
121K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
167K+ 1692.93% |
$4.61M - $7.03M
|
177K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
76.9KNew |
$2.12M - $3.23M
|
76.9K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.83K- 26.64% |
$133K - $203K
|
13.3K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
200+ 1.8% |
$5.51K - $8.4K
|
11.3K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.69K- 15.1% |
$102K - $155K
|
20.8K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-76- 0.51% |
$2.09K - $3.19K
|
14.8K
$816K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.38KNew |
$38.1K - $58K
|
1.38K
$76K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-128K- 64.75% |
$3.54M - $5.39M
|
69.9K
$3.85M
|
|