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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
75K+ 96.42% |
$2.79M - $3.73M
|
153K
$8.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 0.2% |
$6.07K - $8.11K
|
80.3K
$4.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-39K- 61.48% |
$1.45M - $1.94M
|
24.4K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.59K- 12.66% |
$134K - $178K
|
24.7K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
625+ 0.78% |
$23.3K - $31.1K
|
80.6K
$4.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
962+ 1.25% |
$35.8K - $47.8K
|
77.9K
$4.1M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.08K+ 6.48% |
$40.2K - $53.7K
|
17.7K
$934K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
11.8K+ 14.89% |
$438K - $585K
|
90.8K
$4.78M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28.6K- 13.61% |
$1.07M - $1.42M
|
181K
$9.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-188- 17.15% |
$7K - $9.35K
|
908
$47.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.3K- 5.12% |
$85.7K - $114K
|
42.6K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-374- 2.27% |
$13.9K - $18.6K
|
16.1K
$847K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 7.74% |
$1.42K - $1.89K
|
529
$27.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
74+ 0.12% |
$2.76K - $3.68K
|
62.9K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.09KNew |
$190K - $253K
|
5.09K
$268K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-200- 71.43% |
$7.45K - $9.95K
|
80
$4.22K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$410 - $547
|
11
$580
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 19.48% |
$2.23K - $2.98K
|
248
$13.1K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.5K- 3.26% |
$55.9K - $74.6K
|
44.5K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 5.49% |
$186 - $249
|
96
$5.06K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
9.2K+ 14.31% |
$343K - $458K
|
73.5K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.44K+ 21.59% |
$53.5K - $71.5K
|
8.09K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.85K+ 10.09% |
$143K - $191K
|
42K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
940+ 4.0% |
$35K - $46.8K
|
24.4K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 8.37% |
$745 - $995
|
219
$11.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 1.04% |
$4.66K - $6.22K
|
11.9K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.7KNew |
$175K - $234K
|
4.7K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 0.88% |
$708 - $945
|
2.19K
$115K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
26.2K+ 58.52% |
$977K - $1.3M
|
71K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-119K- 30.66% |
$4.42M - $5.91M
|
269K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.69K+ 39.99% |
$212K - $283K
|
19.9K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.8K- 4.58% |
$104K - $139K
|
58.3K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-290- 3.84% |
$10.8K - $14.4K
|
7.26K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.4KNew |
$201K - $269K
|
5.4K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
166+ 2.6% |
$6.18K - $8.26K
|
6.54K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.28K- 11.76% |
$47.7K - $63.7K
|
9.61K
$507K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
202+ 64.33% |
$7.52K - $10K
|
516
$27.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 12.72% |
$47.3K - $63.2K
|
8.71K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.76K+ 16.57% |
$252K - $336K
|
47.5K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
509+ 2.35% |
$19K - $25.3K
|
22.1K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
7.51K+ 5.23% |
$280K - $374K
|
151K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$5.84M - $7.8M
|
157K
$8.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$37.2 - $49.7
|
1.55K
$81.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-39.3K- 1.9% |
$1.46M - $1.96M
|
2.03M
$107M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
58+ 0.53% |
$2.16K - $2.88K
|
11K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
33.6K+ 119.87% |
$1.25M - $1.67M
|
61.6K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
30+ 0.06% |
$1.12K - $1.49K
|
46.5K
$2.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
8.14K+ 7.49% |
$303K - $405K
|
117K
$6.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.4% |
$186 - $249
|
1.25K
$65.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 1.41% |
$37.8K - $50.5K
|
73.1K
$3.85M
|