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 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 18.72% |
$41.4K - $58.8K
|
6.55K
$408K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-29- 0.36% |
$1.16K - $1.65K
|
7.96K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.79K+ 12.85% |
$232K - $330K
|
50.9K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-29.1K- 68.62% |
$1.17M - $1.66M
|
13.3K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
676+ 5.48% |
$27.1K - $38.5K
|
13K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.76K+ 22.75% |
$191K - $271K
|
25.7K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.62K- 0.8% |
$145K - $206K
|
451K
$28.1M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
185K+ 26.44% |
$7.39M - $10.5M
|
882K
$55M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.14K+ 4.67% |
$206K - $293K
|
115K
$7.18M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.03% |
$80.1 - $114
|
5.78K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.1K+ 69.38% |
$324K - $461K
|
19.8K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.34K+ 36.53% |
$254K - $361K
|
23.7K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 101.43% |
$221K - $314K
|
11K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-1.73K- 3.44% |
$69.2K - $98.4K
|
48.5K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.9K+ 77.77% |
$438K - $623K
|
25K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.34K- 0.77% |
$93.5K - $133K
|
300K
$18.7M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
476K+ 7.5% |
$19.1M - $27.1M
|
6.83M
$425M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
122+ 5.36% |
$4.88K - $6.95K
|
2.4K
$149K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23- 54.76% |
$921 - $1.31K
|
19
$1.18K
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.97K- 2.96% |
$159K - $226K
|
130K
$8.1M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
186K+ 245.98% |
$7.43M - $10.6M
|
261K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.63K+ 46.26% |
$145K - $206K
|
11.5K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
844+ 12.91% |
$33.8K - $48.1K
|
7.38K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.4K+ 22.63% |
$136K - $194K
|
18.4K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-12.6K- 7.26% |
$504K - $718K
|
161K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.86K- 2.57% |
$115K - $163K
|
109K
$6.77M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-12- 0.02% |
$480 - $684
|
67.2K
$4.19M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-683- 0.75% |
$27.3K - $38.9K
|
90.1K
$5.61M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.17K+ 74.27% |
$127K - $180K
|
7.43K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48New |
$1.92K - $2.73K
|
48
$2.99K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-519- 1.29% |
$20.8K - $29.6K
|
39.7K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$40 - $57
|
1.55K
$96.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
887+ 4.61% |
$35.5K - $50.5K
|
20.1K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-918- 15.04% |
$36.7K - $52.3K
|
5.19K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-263- 0.63% |
$10.5K - $15K
|
41.8K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.86K- 5.68% |
$114K - $163K
|
47.5K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.2KNew |
$88.1K - $125K
|
2.2K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-405- 71.68% |
$16.2K - $23.1K
|
160
$9.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65+ 13.89% |
$2.6K - $3.7K
|
533
$33.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 20.61% |
$1.36K - $1.94K
|
199
$12.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
917+ 20.97% |
$36.7K - $52.2K
|
5.29K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.74K+ 9.46% |
$270K - $384K
|
78K
$4.86M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.0% |
$20K - $28.5K
|
50.5K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
394+ 1.08% |
$15.8K - $22.4K
|
36.8K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$721 - $1.03K
|
18
$1.12K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.64K+ 3.26% |
$105K - $150K
|
83.5K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5K+ 83.33% |
$200K - $285K
|
11K
$685K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
342New |
$13.7K - $19.5K
|
342
$21.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-280- 8.75% |
$11.2K - $15.9K
|
2.92K
$182K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 1.48% |
$640 - $911
|
1.1K
$68.2K
|