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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.2K+ 14.39% |
$2.81M - $4M
|
558K
$34.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-578K- 65.56% |
$23.2M - $32.9M
|
304K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-154- 0.62% |
$6.16K - $8.77K
|
24.7K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
200+ 2.27% |
$8.01K - $11.4K
|
9K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
321+ 101.9% |
$12.8K - $18.3K
|
636
$39.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34- 9.69% |
$1.36K - $1.94K
|
317
$19.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
34KNew |
$1.36M - $1.94M
|
34K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-93- 0.22% |
$3.72K - $5.3K
|
42.9K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 2.85% |
$32K - $45.6K
|
27.3K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.67K+ 0.35% |
$67K - $95.4K
|
486K
$30.3M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.84KNew |
$114K - $162K
|
2.84K
$177K
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$461K - $656K
|
11.5K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.5K- 4.02% |
$820K - $1.17M
|
489K
$30.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-7.33K- 10.69% |
$293K - $418K
|
61.3K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.01% |
$80.1 - $114
|
26.1K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.05K- 4.0% |
$162K - $231K
|
97.2K
$6.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.8% |
$1.8K - $2.56K
|
5.67K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
17KNew |
$681K - $968K
|
17K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-520- 50.98% |
$20.8K - $29.6K
|
500
$31.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.23K+ 3.73% |
$129K - $184K
|
89.9K
$5.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
428+ 8.67% |
$17.1K - $24.4K
|
5.37K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
867+ 247.71% |
$34.7K - $49.4K
|
1.22K
$75.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40.6K- 44.82% |
$1.63M - $2.31M
|
50K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.89% |
$4K - $5.7K
|
11.2K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-291- 1.21% |
$11.6K - $16.6K
|
23.8K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-38K- 11.58% |
$1.52M - $2.16M
|
290K
$18.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$5.67K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 42.87% |
$216K - $307K
|
7.19K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
253+ 0.1% |
$10.1K - $14.4K
|
257K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
297New |
$11.9K - $16.9K
|
297
$18.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 10.42% |
$8.01K - $11.4K
|
2.12K
$132K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.4K- 22.28% |
$456K - $648K
|
39.7K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.02% |
$40 - $57
|
5.12K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$305K - $434K
|
7.63K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 1.97% |
$681 - $968
|
882
$55K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
24New |
$961 - $1.37K
|
24
$1.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-137- 1.97% |
$5.48K - $7.8K
|
6.83K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-18.9K- 17.73% |
$756K - $1.08M
|
87.6K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$233K - $332K
|
5.82K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
216K+ 684.49% |
$8.66M - $12.3M
|
248K
$15.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-982- 5.99% |
$39.3K - $55.9K
|
15.4K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.5K+ 46.98% |
$260K - $370K
|
20.3K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$40 - $57
|
1
$62.3
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
867+ 14450.0% |
$34.7K - $49.4K
|
873
$54.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 106.82% |
$207K - $295K
|
10K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.61K- 2.09% |
$64.3K - $91.5K
|
75.2K
$4.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 1.5% |
$8.01K - $11.4K
|
13.2K
$821K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 650.0% |
$520 - $740
|
15
$935
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46New |
$1.84K - $2.62K
|
46
$2.87K
|