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 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.13M+ 4.89% |
$45.3M - $64.5M
|
24.3M
$1.34B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
48+ 29.09% |
$1.92K - $2.73K
|
213
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21K+ 1.49% |
$839K - $1.19M
|
1.43M
$78.5M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
13.2KNew |
$529K - $753K
|
13.2K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 3.38% |
$103K - $146K
|
78.5K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.28K- 18.25% |
$91.4K - $130K
|
10.2K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.03% |
$92.2K - $131K
|
20K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
229K+ 90.25% |
$9.15M - $13M
|
482K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 6.67% |
$360 - $513
|
126
$6.93K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.95K- 9.67% |
$78K - $111K
|
18.2K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.32K+ 28.61% |
$173K - $246K
|
19.4K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-186- 3.74% |
$7.45K - $10.6K
|
4.79K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-886- 8.97% |
$35.5K - $50.5K
|
8.99K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 17.96% |
$491K - $699K
|
80.6K
$4.43M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
586+ 2.42% |
$23.5K - $33.4K
|
24.8K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
690+ 76.58% |
$27.6K - $39.3K
|
1.59K
$87.5K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-804- 4.47% |
$32.2K - $45.8K
|
17.2K
$945K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
86.1K+ 159.81% |
$3.45M - $4.9M
|
140K
$7.7M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 27.78% |
$1.4K - $1.99K
|
161
$8.85K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.65K+ 32.52% |
$106K - $151K
|
10.8K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-59K- 75.89% |
$2.36M - $3.36M
|
18.7K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-153K- 2.87% |
$6.13M - $8.72M
|
5.18M
$285M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-10.6K- 10.78% |
$426K - $606K
|
88.1K
$4.84M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 0.19% |
$12K - $17.1K
|
158K
$8.72M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
657+ 5.77% |
$26.3K - $37.4K
|
12K
$662K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.75K- 1.58% |
$70.2K - $99.9K
|
109K
$6.01M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
215+ 2.25% |
$8.61K - $12.2K
|
9.79K
$538K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.43K+ 5.1% |
$337K - $480K
|
174K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.91K+ 11.53% |
$396K - $564K
|
95.8K
$5.27M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 0.13% |
$4.08K - $5.81K
|
76.8K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-500- 17.86% |
$20K - $28.5K
|
2.3K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-309- 5.28% |
$12.4K - $17.6K
|
5.54K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
142KNew |
$5.7M - $8.11M
|
142K
$7.83M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-2.83K- 15.85% |
$113K - $161K
|
15K
$825K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
13+ 0.09% |
$520 - $740
|
15.1K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 18.72% |
$41.4K - $58.8K
|
6.55K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-29- 0.36% |
$1.16K - $1.65K
|
7.96K
$437K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.79K+ 12.85% |
$232K - $330K
|
50.9K
$2.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-29.1K- 68.62% |
$1.17M - $1.66M
|
13.3K
$732K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
676+ 5.48% |
$27.1K - $38.5K
|
13K
$715K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.76K+ 22.75% |
$191K - $271K
|
25.7K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.62K- 0.8% |
$145K - $206K
|
451K
$24.8M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
185K+ 26.44% |
$7.39M - $10.5M
|
882K
$48.5M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.14K+ 4.67% |
$206K - $293K
|
115K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.03% |
$80.1 - $114
|
5.78K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.1K+ 69.38% |
$324K - $461K
|
19.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.34K+ 36.53% |
$254K - $361K
|
23.7K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 101.43% |
$221K - $314K
|
11K
$602K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.73K- 3.44% |
$69.2K - $98.4K
|
48.5K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 15.2% |
$8.09K - $11.5K
|
1.13K
$62K
|