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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-69K- 0.6% |
$2.57M - $3.43M
|
11.5M
$586M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 200.0% |
$223 - $298
|
9
$460
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.99K- 35.97% |
$186K - $248K
|
8.89K
$454K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
307New |
$11.4K - $15.3K
|
307
$15.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.9K+ 6.96% |
$294K - $393K
|
121K
$6.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
24.6KNew |
$917K - $1.22M
|
24.6K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.07K- 26.92% |
$77.2K - $103K
|
5.62K
$287K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
107+ 0.68% |
$3.98K - $5.32K
|
16K
$815K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 7.76% |
$1.23K - $1.64K
|
392
$20K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
900+ 11.76% |
$33.5K - $44.8K
|
8.55K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 8.84% |
$1.08K - $1.44K
|
357
$18.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
500+ 0.31% |
$18.6K - $24.9K
|
163K
$8.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.08M- 67.58% |
$40.1M - $53.6M
|
517K
$26.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
52.9KNew |
$1.97M - $2.63M
|
52.9K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.44K+ 19.58% |
$53.6K - $71.5K
|
8.78K
$449K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.51K- 3.16% |
$56.2K - $75.1K
|
46.3K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.36% |
$149 - $199
|
123
$6.28K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.7K- 39.52% |
$1.44M - $1.93M
|
59.2K
$3.03M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.13K- 4.24% |
$42K - $56.1K
|
25.4K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
34K+ 1.5% |
$1.27M - $1.69M
|
2.3M
$118M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
54+ 0.83% |
$2.01K - $2.69K
|
6.56K
$335K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.59K+ 41.26% |
$208K - $278K
|
19.1K
$978K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-154- 3.08% |
$5.73K - $7.66K
|
4.84K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
16.7KNew |
$622K - $831K
|
16.7K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-599- 5.83% |
$22.3K - $29.8K
|
9.68K
$495K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
23.6K+ 17.96% |
$879K - $1.17M
|
155K
$7.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.32K+ 3.65% |
$124K - $165K
|
94.5K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.02K+ 1.91% |
$38.1K - $50.9K
|
54.5K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 8.28% |
$968 - $1.29K
|
340
$17.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 28.24% |
$894 - $1.19K
|
61
$3.12K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
569+ 4.9% |
$21.2K - $28.3K
|
12.2K
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.9K+ 1.39% |
$145K - $194K
|
284K
$14.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.77% |
$37.2 - $49.7
|
131
$6.69K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
158+ 1.52% |
$5.88K - $7.86K
|
10.6K
$540K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
129K+ 443.14% |
$4.79M - $6.4M
|
158K
$8.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
SELL
|
- |
-21.2K- 21.79% |
$789K - $1.05M
|
76K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-9.99K- 8.08% |
$372K - $497K
|
114K
$5.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-448- 2.91% |
$16.7K - $22.3K
|
15K
$764K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.7K+ 14.21% |
$1.93M - $2.57M
|
416K
$21.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.4K+ 2.13% |
$389K - $520K
|
502K
$25.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.72K+ 10.02% |
$64.2K - $85.7K
|
18.9K
$967K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-208- 2.23% |
$7.75K - $10.3K
|
9.13K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-57.4K- 14.36% |
$2.14M - $2.86M
|
342K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
7.5K+ 58.24% |
$279K - $373K
|
20.4K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.39K- 17.35% |
$312K - $417K
|
40K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.56% |
$37.2 - $49.7
|
65
$3.32K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 4.04% |
$78.2K - $104K
|
49.9K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.4K- 52.03% |
$538K - $718K
|
13.3K
$680K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.02KNew |
$187K - $249K
|
5.02K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$15.5K - $20.6K
|
415
$21.2K
|