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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-93- 0.22% |
$3.72K - $5.3K
|
42.9K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 2.85% |
$32K - $45.6K
|
27.3K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.67K+ 0.35% |
$67K - $95.4K
|
486K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.84KNew |
$114K - $162K
|
2.84K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$461K - $656K
|
11.5K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.5K- 4.02% |
$820K - $1.17M
|
489K
$26.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-7.33K- 10.69% |
$293K - $418K
|
61.3K
$3.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.01% |
$80.1 - $114
|
26.1K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
345+ 0.56% |
$13.8K - $19.7K
|
61.9K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.05K- 4.0% |
$162K - $231K
|
97.2K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
611+ 111.9% |
$24.5K - $34.8K
|
1.16K
$63.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.63% |
$40 - $57
|
39
$2.14K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-228- 0.56% |
$9.13K - $13K
|
40.3K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.8% |
$1.8K - $2.56K
|
5.67K
$312K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
344+ 1.22% |
$13.8K - $19.6K
|
28.6K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
17KNew |
$681K - $968K
|
17K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
503+ 1.89% |
$20.1K - $28.7K
|
27.1K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-520- 50.98% |
$20.8K - $29.6K
|
500
$27.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.23K+ 3.73% |
$129K - $184K
|
89.9K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
428+ 8.67% |
$17.1K - $24.4K
|
5.37K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
867+ 247.71% |
$34.7K - $49.4K
|
1.22K
$66.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
23.5K+ 15.18% |
$942K - $1.34M
|
178K
$9.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40.6K- 44.82% |
$1.63M - $2.31M
|
50K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.89% |
$4K - $5.7K
|
11.2K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 41.85% |
$101K - $143K
|
8.51K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-374- 7.43% |
$15K - $21.3K
|
4.66K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.73% |
$640 - $911
|
2.21K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-291- 1.21% |
$11.6K - $16.6K
|
23.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.98% |
$480 - $684
|
184
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
45+ 0.37% |
$1.8K - $2.56K
|
12.1K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-38K- 11.58% |
$1.52M - $2.16M
|
290K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
660+ 2.74% |
$26.4K - $37.6K
|
24.7K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$5K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 42.87% |
$216K - $307K
|
7.19K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 3.87% |
$881 - $1.25K
|
591
$32.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
253+ 0.1% |
$10.1K - $14.4K
|
257K
$14.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
297New |
$11.9K - $16.9K
|
297
$16.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-212- 2.56% |
$8.49K - $12.1K
|
8.06K
$443K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 10.42% |
$8.01K - $11.4K
|
2.12K
$117K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.4K- 22.28% |
$456K - $648K
|
39.7K
$2.18M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.13K- 8.7% |
$45.3K - $64.4K
|
11.9K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.02% |
$40 - $57
|
5.12K
$282K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.03K- 7.6% |
$242K - $344K
|
73.3K
$4.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-266- 7.36% |
$10.6K - $15.2K
|
3.35K
$184K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$305K - $434K
|
7.63K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.53K- 6.84% |
$61.2K - $87.1K
|
20.8K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
818+ 12.96% |
$32.7K - $46.6K
|
7.13K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 1.97% |
$681 - $968
|
882
$48.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
24New |
$961 - $1.37K
|
24
$1.32K
|