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 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.4K+ 2.13% |
$389K - $520K
|
502K
$26.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-208- 2.23% |
$7.75K - $10.3K
|
9.13K
$481K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-57.4K- 14.36% |
$2.14M - $2.86M
|
342K
$18M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
7.5K+ 58.24% |
$279K - $373K
|
20.4K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.39K- 17.35% |
$312K - $417K
|
40K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.56% |
$37.2 - $49.7
|
65
$3.43K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 4.04% |
$78.2K - $104K
|
49.9K
$2.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.4K- 52.03% |
$538K - $718K
|
13.3K
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
5.02KNew |
$187K - $249K
|
5.02K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$15.5K - $20.6K
|
415
$21.9K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.58K- 2.89% |
$96.1K - $128K
|
86.8K
$4.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.09KNew |
$227K - $303K
|
6.09K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
8.06K+ 6.49% |
$300K - $401K
|
132K
$6.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 13.01% |
$596 - $796
|
107
$5.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.86KNew |
$330K - $441K
|
8.86K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 1.99% |
$4.1K - $5.47K
|
5.63K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-113- 0.41% |
$4.21K - $5.62K
|
27.3K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
964+ 4.38% |
$35.9K - $47.9K
|
23K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.11K+ 19.93% |
$41.2K - $55.1K
|
6.66K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$149 - $199
|
4
$211
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
4.17K+ 12.41% |
$155K - $208K
|
37.8K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.21K- 0.8% |
$45.2K - $60.3K
|
151K
$7.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-6.71K- 1.68% |
$250K - $334K
|
393K
$20.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
561+ 0.56% |
$20.9K - $27.9K
|
100K
$5.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-196- 1.27% |
$7.3K - $9.75K
|
15.2K
$802K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.08% |
$112 - $149
|
281
$14.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 283.86% |
$547K - $731K
|
19.9K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
4.1K+ 6.45% |
$152K - $204K
|
67.6K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
86.4K+ 35.05% |
$3.22M - $4.3M
|
333K
$17.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
377+ 5.07% |
$14K - $18.8K
|
7.82K
$412K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-558- 1.66% |
$20.8K - $27.8K
|
33.1K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$410 - $547
|
11
$580
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.8K+ 26.99% |
$67K - $89.4K
|
8.46K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$74.5 - $99.5
|
12.2K
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
314+ 10.57% |
$11.7K - $15.6K
|
3.28K
$173K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-232K- 32.22% |
$8.63M - $11.5M
|
488K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.38K+ 19.62% |
$312K - $417K
|
51.1K
$2.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.07K+ 6.6% |
$189K - $252K
|
81.8K
$4.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-400- 2.27% |
$14.9K - $19.9K
|
17.2K
$909K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
653+ 10.88% |
$24.3K - $32.5K
|
6.65K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13.1K- 14.17% |
$489K - $653K
|
79.6K
$4.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.06KNew |
$188K - $252K
|
5.06K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-8.5K- 7.78% |
$317K - $423K
|
101K
$5.31M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.5K+ 13.69% |
$55.8K - $74.6K
|
12.5K
$656K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
112New |
$4.17K - $5.57K
|
112
$5.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-3- 0.04% |
$112 - $149
|
8.13K
$428K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15.1K- 12.03% |
$563K - $752K
|
111K
$5.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
101K+ 16.8% |
$3.77M - $5.04M
|
704K
$37.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
200+ 3.64% |
$7.45K - $9.95K
|
5.7K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
44+ 68.75% |
$1.64K - $2.19K
|
108
$5.69K
|