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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
2.06K+ 32.8% |
$76.5K - $102K
|
8.32K
$431K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.9K+ 11.9% |
$70.8K - $94.5K
|
17.9K
$926K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
1.8K+ 15.65% |
$67K - $89.5K
|
13.3K
$689K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.8K+ 26.99% |
$67K - $89.4K
|
8.46K
$438K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.69K+ 10.96% |
$62.9K - $84K
|
17.1K
$886K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.6K+ 1600.0% |
$59.6K - $79.6K
|
1.7K
$88.1K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.53K+ 0.23% |
$56.9K - $76K
|
658K
$34.1M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.5K+ 13.69% |
$55.8K - $74.6K
|
12.5K
$645K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.45K+ 2.07% |
$54K - $72.2K
|
71.6K
$3.71M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.44K+ 19.58% |
$53.6K - $71.5K
|
8.78K
$455K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.44K+ 21.59% |
$53.5K - $71.5K
|
8.09K
$420K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.43K+ 1.39% |
$53.3K - $71.1K
|
105K
$5.42M
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.39K+ 2.18% |
$51.8K - $69.2K
|
65.3K
$3.38M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 3.59% |
$49.5K - $66.2K
|
38.4K
$1.99M
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.28K+ 9.34% |
$47.8K - $63.8K
|
15K
$778K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.14K+ 147.92% |
$42.4K - $56.7K
|
1.91K
$98.9K
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.11K+ 19.93% |
$41.2K - $55.1K
|
6.66K
$345K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.08K+ 6.48% |
$40.2K - $53.7K
|
17.7K
$919K
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.02K+ 1.91% |
$38.1K - $50.9K
|
54.5K
$2.83M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.02K+ 1.41% |
$37.8K - $50.5K
|
73.1K
$3.79M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
980+ 7.75% |
$36.5K - $48.7K
|
13.6K
$706K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
964+ 4.38% |
$35.9K - $47.9K
|
23K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
962+ 1.25% |
$35.8K - $47.8K
|
77.9K
$4.04M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
940+ 4.0% |
$35K - $46.8K
|
24.4K
$1.27M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
900+ 11.76% |
$33.5K - $44.8K
|
8.55K
$443K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
882+ 7.41% |
$32.8K - $43.9K
|
12.8K
$663K
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
859+ 7.69% |
$32K - $42.7K
|
12K
$623K
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
825+ 0.39% |
$30.7K - $41K
|
210K
$10.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
796+ 1.49% |
$29.6K - $39.6K
|
54.1K
$2.8M
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
776New |
$28.9K - $38.6K
|
776
$40.2K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
772+ 7.62% |
$28.7K - $38.4K
|
10.9K
$565K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
708+ 7.04% |
$26.4K - $35.2K
|
10.8K
$558K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
687+ 2.49% |
$25.6K - $34.2K
|
28.3K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
670+ 14.89% |
$25K - $33.3K
|
5.17K
$268K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
653+ 10.88% |
$24.3K - $32.5K
|
6.65K
$345K
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
625+ 0.78% |
$23.3K - $31.1K
|
80.6K
$4.18M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
569+ 156.32% |
$21.2K - $28.3K
|
933
$48.4K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
569+ 4.9% |
$21.2K - $28.3K
|
12.2K
$631K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
561+ 0.56% |
$20.9K - $27.9K
|
100K
$5.19M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
522+ 8.37% |
$19.4K - $26K
|
6.76K
$350K
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
509+ 2.35% |
$19K - $25.3K
|
22.1K
$1.15M
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
500+ 0.31% |
$18.6K - $24.9K
|
163K
$8.43M
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
498+ 2.99% |
$18.5K - $24.8K
|
17.2K
$890K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
495+ 4.0% |
$18.4K - $24.6K
|
12.9K
$667K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
446+ 2.37% |
$16.6K - $22.2K
|
19.2K
$997K
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
445+ 0.52% |
$16.6K - $22.1K
|
85.2K
$4.42M
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
427+ 8.54% |
$15.9K - $21.2K
|
5.43K
$281K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
415+ 1.06% |
$15.5K - $20.6K
|
39.4K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
415New |
$15.5K - $20.6K
|
415
$21.5K
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
414+ 5.02% |
$15.4K - $20.6K
|
8.65K
$449K
|