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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 105.51% |
$225K - $320K
|
10.9K
$601K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 86.25% |
$2.76K - $3.93K
|
149
$8.19K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-137- 1.97% |
$5.48K - $7.8K
|
6.83K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-18.9K- 17.73% |
$756K - $1.08M
|
87.6K
$4.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-670- 5.99% |
$26.8K - $38.2K
|
10.5K
$578K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$233K - $332K
|
5.82K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 11.9% |
$200 - $285
|
37
$2.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
342K+ 97.77% |
$13.7M - $19.5M
|
692K
$38.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
216K+ 684.49% |
$8.66M - $12.3M
|
248K
$13.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-982- 5.99% |
$39.3K - $55.9K
|
15.4K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
149K+ 62.59% |
$5.95M - $8.47M
|
386K
$21.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20+ 0.27% |
$801 - $1.14K
|
7.53K
$414K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.5K+ 46.98% |
$260K - $370K
|
20.3K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$40 - $57
|
1
$55
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
89.5K+ 9305.41% |
$3.58M - $5.1M
|
90.5K
$4.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.2KNew |
$409K - $582K
|
10.2K
$562K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 28.33% |
$49.8K - $70.9K
|
5.64K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 29.23% |
$57K - $81.1K
|
3.45K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.02K+ 36.38% |
$121K - $172K
|
11.3K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
867+ 14450.0% |
$34.7K - $49.4K
|
873
$48K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
525+ 117.19% |
$21K - $29.9K
|
973
$53.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 106.82% |
$207K - $295K
|
10K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.61K- 2.09% |
$64.3K - $91.5K
|
75.2K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-267K- 97.71% |
$10.7M - $15.2M
|
6.26K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 1.5% |
$8.01K - $11.4K
|
13.2K
$725K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 650.0% |
$520 - $740
|
15
$825
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46New |
$1.84K - $2.62K
|
46
$2.53K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.9K- 27.79% |
$478K - $680K
|
31K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-158K- 41.59% |
$6.31M - $8.98M
|
221K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 9.09% |
$20K - $28.5K
|
5K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
561+ 5100.0% |
$22.5K - $32K
|
572
$31.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 0.81% |
$400 - $570
|
1.23K
$67.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4K+ 61.83% |
$160K - $228K
|
10.5K
$576K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.38% |
$1K - $1.42K
|
6.59K
$362K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-324- 59.67% |
$13K - $18.5K
|
219
$12K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 253.85% |
$1.32K - $1.88K
|
46
$2.53K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-438- 1.54% |
$17.5K - $24.9K
|
28K
$1.54M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
739K+ 243.85% |
$31.9M - $40.5M
|
1.04M
$57.3M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.31K+ 21.84% |
$402K - $510K
|
51.9K
$2.86M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 0.32% |
$84.1K - $107K
|
606K
$33.3M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
74.2KNew |
$3.21M - $4.07M
|
74.2K
$4.08M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-532- 4.14% |
$23K - $29.2K
|
12.3K
$678K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4KNew |
$173K - $219K
|
4K
$220K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 100.0% |
$43.2K - $54.8K
|
2K
$110K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
340+ 6.83% |
$14.7K - $18.6K
|
5.32K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
922+ 8.68% |
$39.8K - $50.5K
|
11.5K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 5.87% |
$1.16M - $1.47M
|
483K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-9.7K- 23.32% |
$419K - $532K
|
31.9K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-28- 0.58% |
$1.21K - $1.53K
|
4.82K
$265K
|
|