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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.74K+ 9.46% |
$270K - $384K
|
78K
$4.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.5K+ 46.98% |
$260K - $370K
|
20.3K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.34K+ 36.53% |
$254K - $361K
|
23.7K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.32K+ 0.31% |
$253K - $360K
|
2.06M
$117M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6KNew |
$240K - $342K
|
6K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$233K - $332K
|
5.82K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.79K+ 12.85% |
$232K - $330K
|
50.9K
$2.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 105.51% |
$225K - $320K
|
10.9K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.59K+ 1.25% |
$224K - $318K
|
451K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.56K+ 49.26% |
$223K - $317K
|
16.8K
$958K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 101.43% |
$221K - $314K
|
11K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.4K+ 11.73% |
$216K - $307K
|
51.4K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.25K+ 4.16% |
$210K - $299K
|
132K
$7.48M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.22KNew |
$209K - $298K
|
5.22K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 106.82% |
$207K - $295K
|
10K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.17KNew |
$207K - $295K
|
5.17K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.14K+ 4.67% |
$206K - $293K
|
115K
$6.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5K+ 83.33% |
$200K - $285K
|
11K
$626K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.76K+ 22.75% |
$191K - $271K
|
25.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$185K - $263K
|
4.62K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.32K+ 28.61% |
$173K - $246K
|
19.4K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4K+ 61.83% |
$160K - $228K
|
10.5K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.84K+ 8.23% |
$154K - $219K
|
50.4K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.73K+ 18.78% |
$149K - $212K
|
23.6K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.63K+ 46.26% |
$145K - $206K
|
11.5K
$652K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.53K+ 22.15% |
$141K - $201K
|
19.5K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.4K+ 22.63% |
$136K - $194K
|
18.4K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
3.27K+ 5.09% |
$131K - $186K
|
67.4K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 38.76% |
$131K - $186K
|
11.7K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.23K+ 3.73% |
$129K - $184K
|
89.9K
$5.11M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.17K+ 74.27% |
$127K - $180K
|
7.43K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.02K+ 36.38% |
$121K - $172K
|
11.3K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
3K+ 71.43% |
$120K - $171K
|
7.2K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3KNew |
$120K - $171K
|
3K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.84KNew |
$114K - $162K
|
2.84K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.65K+ 32.52% |
$106K - $151K
|
10.8K
$614K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.64K+ 3.26% |
$105K - $150K
|
83.5K
$4.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.61K+ 27.83% |
$104K - $148K
|
12K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.58KNew |
$103K - $147K
|
2.58K
$147K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 3.38% |
$103K - $146K
|
78.5K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.51KNew |
$101K - $143K
|
2.51K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 41.85% |
$101K - $143K
|
8.51K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.46K+ 15.61% |
$98.4K - $140K
|
18.2K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.45K+ 0.83% |
$98.2K - $140K
|
298K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.31KNew |
$92.4K - $131K
|
2.31K
$131K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.03% |
$92.2K - $131K
|
20K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.21K+ 3.31% |
$88.3K - $126K
|
68.9K
$3.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.2KNew |
$88.1K - $125K
|
2.2K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.15K+ 12.43% |
$86.1K - $123K
|
19.5K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 25.59% |
$81.7K - $116K
|
10K
$570K
|