Latest Institutional Purchases of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
484KNew |
$20.9M - $26.5M
|
484K
$26.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
350KNew |
$15.1M - $19.2M
|
350K
$19M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75.9KNew |
$3.28M - $4.16M
|
75.9K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.1KNew |
$870K - $1.1M
|
20.1K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
18.5K+ 6.53% |
$801K - $1.02M
|
302K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
17.8KNew |
$770K - $977K
|
17.8K
$966K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
16.4KNew |
$708K - $898K
|
16.4K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.8KNew |
$684K - $867K
|
15.8K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
14.1K+ 25.77% |
$607K - $770K
|
68.6K
$3.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.7KNew |
$504K - $640K
|
11.7K
$633K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.33K+ 41.77% |
$360K - $456K
|
28.3K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.89K+ 1.57% |
$341K - $433K
|
510K
$27.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.72KNew |
$334K - $423K
|
7.72K
$418K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.54K+ 43.54% |
$326K - $413K
|
24.9K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.36KNew |
$318K - $403K
|
7.36K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.22K+ 1.21% |
$312K - $396K
|
606K
$32.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.02KNew |
$303K - $384K
|
7.02K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.44KNew |
$235K - $298K
|
5.44K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.03KNew |
$217K - $276K
|
5.03K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.94K+ 6.04% |
$213K - $271K
|
86.7K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
4.65KNew |
$201K - $255K
|
4.65K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.39KNew |
$190K - $241K
|
4.39K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$184K - $233K
|
4.25K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.11K+ 42.82% |
$178K - $225K
|
13.7K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.83K+ 2.53% |
$165K - $210K
|
155K
$8.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$164K - $208K
|
3.8K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.2KNew |
$138K - $175K
|
3.2K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 37.24% |
$133K - $169K
|
11.4K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 6.04% |
$100K - $127K
|
40.7K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92KNew |
$82.9K - $105K
|
1.92K
$104K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$96.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 22.48% |
$65.7K - $83.4K
|
8.29K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.29K+ 10.6% |
$55.8K - $70.8K
|
13.5K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 15.72% |
$55K - $69.7K
|
9.37K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.18K+ 0.46% |
$51K - $64.7K
|
257K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.14KNew |
$49K - $62.2K
|
1.14K
$61.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.04K+ 8.09% |
$44.7K - $56.7K
|
13.8K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
890+ 8090.91% |
$38.4K - $48.8K
|
901
$48.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
881+ 14.47% |
$38.1K - $48.3K
|
6.97K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
750+ 2.75% |
$32.4K - $41.1K
|
28.1K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
722+ 6.83% |
$31.2K - $39.6K
|
11.3K
$612K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
509+ 10.27% |
$22K - $27.9K
|
5.46K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$21.6K - $27.4K
|
500
$27.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495+ 54.52% |
$21.4K - $27.1K
|
1.4K
$76K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
481+ 4.06% |
$20.8K - $26.4K
|
12.3K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 253.13% |
$17.5K - $22.2K
|
565
$30.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
337+ 53.92% |
$14.6K - $18.5K
|
962
$52.1K
|