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 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
350KNew |
$15.1M - $19.2M
|
350K
$19.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.1KNew |
$870K - $1.1M
|
20.1K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
16.4KNew |
$708K - $898K
|
16.4K
$925K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
14.1K+ 25.77% |
$607K - $770K
|
68.6K
$3.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.7KNew |
$504K - $640K
|
11.7K
$659K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.72KNew |
$334K - $423K
|
7.72K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.36KNew |
$318K - $403K
|
7.36K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.03KNew |
$217K - $276K
|
5.03K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
4.65KNew |
$201K - $255K
|
4.65K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.39KNew |
$190K - $241K
|
4.39K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.11K+ 42.82% |
$178K - $225K
|
13.7K
$774K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 37.24% |
$133K - $169K
|
11.4K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 22.48% |
$65.7K - $83.4K
|
8.29K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.14KNew |
$49K - $62.2K
|
1.14K
$64K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.04K+ 8.09% |
$44.7K - $56.7K
|
13.8K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
514+ 26.93% |
$22.2K - $28.2K
|
2.42K
$137K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
509+ 10.27% |
$22K - $27.9K
|
5.46K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 253.13% |
$17.5K - $22.2K
|
565
$31.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
337+ 53.92% |
$14.6K - $18.5K
|
962
$54.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$8.64K - $11K
|
200
$11.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
124+ 0.66% |
$5.36K - $6.8K
|
19.1K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 93.7% |
$5.14K - $6.52K
|
246
$13.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$6.09K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$4.46K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
56New |
$2.42K - $3.07K
|
56
$3.16K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 6.44% |
$2.16K - $2.74K
|
826
$46.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$562 - $713
|
13
$733
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$346 - $438
|
8
$451
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.12% |
$259 - $329
|
543
$30.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$43.2 - $54.8
|
23
$1.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
6.79MNew |
$253M - $338M
|
6.79M
$383M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.53M+ 30.09% |
$57.1M - $76.3M
|
6.63M
$374M
|
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.25M+ 5923.26% |
$46.4M - $61.9M
|
1.27M
$71.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
874K+ 97.54% |
$32.5M - $43.5M
|
1.77M
$99.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
777K+ 68.06% |
$28.9M - $38.7M
|
1.92M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
451K+ 48.97% |
$16.8M - $22.5M
|
1.37M
$77.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
392K+ 22.82% |
$14.6M - $19.5M
|
2.11M
$119M
|
|
|
Nov 13, 2024
Q3 2024
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
358K+ 145.04% |
$13.3M - $17.8M
|
605K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
315K+ 119.0% |
$11.7M - $15.7M
|
580K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
193K+ 30.98% |
$7.2M - $9.62M
|
818K
$46.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
172KNew |
$6.4M - $8.55M
|
172K
$9.7M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$5.84M - $7.8M
|
157K
$8.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
151K+ 3.05% |
$5.61M - $7.49M
|
5.09M
$287M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
148K+ 1217.71% |
$5.51M - $7.35M
|
160K
$9.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
133K+ 882.56% |
$4.94M - $6.6M
|
148K
$8.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
129K+ 443.14% |
$4.79M - $6.4M
|
158K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
127K+ 42.56% |
$4.73M - $6.32M
|
426K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
110K+ 576.4% |
$4.09M - $5.46M
|
129K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
107KNew |
$3.98M - $5.32M
|
107K
$6.04M
|
|