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 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
208+ 0.5% |
$7.75K - $10.3K
|
41.7K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73+ 9.29% |
$2.72K - $3.63K
|
859
$43.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 28.0% |
$261 - $348
|
32
$1.63K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
48New |
$1.79K - $2.39K
|
48
$2.45K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.29KNew |
$309K - $412K
|
8.29K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.8% |
$1.45K - $1.94K
|
4.94K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-141- 1.09% |
$5.25K - $7.01K
|
12.8K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.13% |
$223 - $298
|
537
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15+ 0.2% |
$559 - $746
|
7.51K
$383K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
33.9K+ 26.97% |
$1.26M - $1.69M
|
160K
$8.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
882+ 7.41% |
$32.8K - $43.9K
|
12.8K
$653K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.6K+ 1600.0% |
$59.6K - $79.6K
|
1.7K
$86.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.1K- 10.24% |
$40.8K - $54.5K
|
9.61K
$491K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 7.83% |
$2.68K - $3.58K
|
992
$50.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
220+ 32.84% |
$8.19K - $10.9K
|
890
$45.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 3.23% |
$4.51K - $6.02K
|
3.87K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
123+ 13.98% |
$4.58K - $6.12K
|
1K
$51.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.92KNew |
$183K - $245K
|
4.92K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
209+ 4.37% |
$7.78K - $10.4K
|
5K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-45- 0.08% |
$1.68K - $2.24K
|
59.6K
$3.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.9K+ 17.55% |
$220K - $293K
|
39.5K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9- 0.17% |
$335 - $448
|
5.41K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 84.62% |
$2.05K - $2.74K
|
10
$511
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
25.4K+ 67.91% |
$946K - $1.26M
|
62.8K
$3.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300- 4.76% |
$11.2K - $14.9K
|
6K
$307K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
466+ 10.38% |
$17.4K - $23.2K
|
4.95K
$253K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.42K- 17.47% |
$239K - $319K
|
30.3K
$1.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
35.5KNew |
$1.32M - $1.76M
|
35.5K
$1.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-182- 2.62% |
$6.78K - $9.05K
|
6.77K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-221- 2.89% |
$8.23K - $11K
|
7.42K
$379K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 18.69% |
$745 - $995
|
127
$6.49K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-305- 5.37% |
$11.9K - $14.6K
|
5.38K
$275K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.46K- 16.59% |
$96.1K - $118K
|
12.4K
$632K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-517- 0.77% |
$20.2K - $24.7K
|
66.8K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
23.2KNew |
$906K - $1.11M
|
23.2K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.13KNew |
$200K - $245K
|
5.13K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
72New |
$2.81K - $3.45K
|
72
$3.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.5K- 69.95% |
$526K - $644K
|
5.78K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.89K- 14.19% |
$73.9K - $90.5K
|
11.4K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$325K - $398K
|
8.31K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.26KNew |
$361K - $443K
|
9.26K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.28KNew |
$167K - $205K
|
4.28K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
85K+ 74.96% |
$3.32M - $4.07M
|
198K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
44.6KNew |
$1.74M - $2.13M
|
44.6K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-611K- 75.11% |
$23.9M - $29.2M
|
202K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
52.8K+ 37.29% |
$2.06M - $2.53M
|
194K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-131- 0.3% |
$5.12K - $6.27K
|
43.7K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.06K+ 7.36% |
$119K - $146K
|
44.6K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.68K+ 55.7% |
$105K - $128K
|
7.49K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$722K - $885K
|
18.5K
$945K
|
|