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 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.41K- 61.59% |
$96.6K - $137K
|
1.5K
$82.7K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-839- 10.15% |
$33.6K - $47.8K
|
7.43K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23KClosed |
$49.1K - $69.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
135KNew |
$5.4M - $7.68M
|
135K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.13% |
$600 - $854
|
11.2K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-3.14K- 0.06% |
$126K - $179K
|
5.24M
$288M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.99K+ 99.39% |
$280K - $398K
|
14K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$24K - $34.2K
|
600
$33K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65.7K- 6.02% |
$2.63M - $3.74M
|
1.03M
$56.4M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
3.27K+ 5.09% |
$131K - $186K
|
67.4K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.56K+ 49.26% |
$223K - $317K
|
16.8K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 2.96% |
$48K - $68.4K
|
41.8K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-629- 15.08% |
$25.2K - $35.8K
|
3.54K
$195K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-668- 3.69% |
$26.7K - $38K
|
17.4K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 6.87% |
$533K - $759K
|
207K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.84K+ 8.23% |
$154K - $219K
|
50.4K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
51.4K+ 69.67% |
$2.06M - $2.93M
|
125K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.8% |
$53K - $75.5K
|
75.1K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.8K+ 10.82% |
$434K - $617K
|
111K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-257K- 65.62% |
$10.3M - $14.6M
|
134K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.48K- 0.68% |
$59.3K - $84.4K
|
215K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
105K+ 4.64% |
$4.2M - $5.97M
|
2.37M
$130M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.59K- 11.59% |
$63.6K - $90.6K
|
12.1K
$667K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$400 - $570
|
10
$550
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31K+ 134.63% |
$1.24M - $1.76M
|
54K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 10.82% |
$4.6K - $6.55K
|
1.18K
$64.8K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
80K+ 133.05% |
$3.2M - $4.55M
|
140K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800+ 4.48% |
$32K - $45.6K
|
18.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
218KNew |
$8.73M - $12.4M
|
218K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 3.18% |
$5.76K - $8.2K
|
4.68K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
96+ 0.92% |
$3.84K - $5.47K
|
10.6K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.42KNew |
$377K - $536K
|
9.42K
$518K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
12.5K+ 100.0% |
$500K - $712K
|
25K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 11.33% |
$1.68M - $2.39M
|
412K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$8.01K - $11.4K
|
200
$11K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3KNew |
$120K - $171K
|
3K
$165K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-13.2K- 15.23% |
$529K - $753K
|
73.6K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.31KNew |
$92.4K - $131K
|
2.31K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-548- 81.43% |
$21.9K - $31.2K
|
125
$6.87K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48- 50.0% |
$1.92K - $2.73K
|
48
$2.64K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.37K- 23.22% |
$215K - $306K
|
17.8K
$976K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 25.59% |
$81.7K - $116K
|
10K
$551K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.21K+ 3.31% |
$88.3K - $126K
|
68.9K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
168K+ 4.32% |
$6.72M - $9.56M
|
4.06M
$223M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.53K+ 22.15% |
$141K - $201K
|
19.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-804- 6.2% |
$32.2K - $45.8K
|
12.2K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-773- 1.77% |
$30.9K - $44K
|
42.8K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
613+ 4.55% |
$24.5K - $34.9K
|
14.1K
$775K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.37K- 2.42% |
$335K - $477K
|
337K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-34K- 9.99% |
$1.36M - $1.94M
|
306K
$16.9M
|