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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
24.8KNew |
$955K - $1.18M
|
24.8K
$1.41M
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20.7KNew |
$794K - $984K
|
20.7K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$634K - $785K
|
16.5K
$937K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15.4KNew |
$594K - $735K
|
15.4K
$878K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.1K+ 2.11% |
$543K - $673K
|
683K
$38.8M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.2KNew |
$507K - $628K
|
13.2K
$750K
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10.4KNew |
$398K - $493K
|
10.4K
$589K
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.62KNew |
$293K - $363K
|
7.62K
$433K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.18KNew |
$276K - $342K
|
7.18K
$408K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.52KNew |
$212K - $263K
|
5.52K
$314K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.94KNew |
$190K - $235K
|
4.94K
$281K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.8KNew |
$185K - $229K
|
4.8K
$273K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.56KNew |
$175K - $217K
|
4.56K
$259K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.39KNew |
$169K - $209K
|
4.39K
$250K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$159K - $196K
|
4.13K
$235K
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
2.1KNew |
$80.7K - $100K
|
2.1K
$119K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 16.97% |
$67.3K - $83.3K
|
12.1K
$686K
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.22KNew |
$46.7K - $57.9K
|
1.22K
$69.1K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
719New |
$27.6K - $34.2K
|
719
$40.9K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$7.69K - $9.52K
|
200
$11.4K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$4.19K - $5.19K
|
109
$6.2K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$2.88K - $3.57K
|
75
$4.27K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55New |
$2.11K - $2.62K
|
55
$3.13K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17New |
$654 - $810
|
17
$967
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$538 - $667
|
14
$796
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$231 - $286
|
6
$341
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$38.5 - $47.6
|
1
$56.9
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
729K+ 23.38% |
$20.1M - $30.6M
|
3.85M
$219M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
167K+ 1692.93% |
$4.61M - $7.03M
|
177K
$10.1M
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
121KNew |
$3.33M - $5.08M
|
121K
$6.88M
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
76.9KNew |
$2.12M - $3.23M
|
76.9K
$4.37M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.5KNew |
$426K - $650K
|
15.5K
$880K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.6K+ 365.5% |
$403K - $614K
|
18.6K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.9KNew |
$300K - $458K
|
10.9K
$620K
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10KNew |
$275K - $420K
|
10K
$569K
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.03KNew |
$194K - $295K
|
7.03K
$400K
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.01KNew |
$166K - $252K
|
6.01K
$342K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.95KNew |
$164K - $250K
|
5.95K
$338K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$157K - $239K
|
5.69K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.62KNew |
$155K - $236K
|
5.62K
$320K
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19KNew |
$143K - $218K
|
5.19K
$295K
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.14KNew |
$142K - $216K
|
5.14K
$293K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.97KNew |
$137K - $209K
|
4.97K
$283K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.38KNew |
$38.1K - $58K
|
1.38K
$78.6K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$32.2K - $49K
|
1.17K
$66.4K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1K+ 14.22% |
$27.5K - $42K
|
8.03K
$457K
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
700+ 2.5% |
$19.3K - $29.4K
|
28.7K
$1.63M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$11.3K - $17.3K
|
412
$23.4K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
266New |
$7.33K - $11.2K
|
266
$15.1K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
238New |
$6.55K - $9.99K
|
238
$13.5K
|