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 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 5.26% |
$81.5K - $116K
|
40.7K
$2.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 13.64% |
$72.9K - $104K
|
15.2K
$862K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.77K+ 2.61% |
$70.8K - $101K
|
69.5K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.67K+ 0.35% |
$67K - $95.4K
|
486K
$27.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 5.67% |
$64.4K - $91.7K
|
30K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
1.6KNew |
$64K - $91.1K
|
1.6K
$91K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.58K+ 3.38% |
$63.2K - $89.9K
|
48.2K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 9.55% |
$57.7K - $82.1K
|
16.5K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.4K+ 0.52% |
$55.8K - $79.5K
|
272K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 27.97% |
$55.5K - $79K
|
6.35K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.37K+ 394.83% |
$55K - $78.3K
|
1.72K
$97.9K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.8% |
$53K - $75.5K
|
75.1K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 1.71% |
$50.4K - $71.7K
|
74.7K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 2.96% |
$48K - $68.4K
|
41.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.04% |
$42.6K - $60.5K
|
27.4K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 18.72% |
$41.4K - $58.8K
|
6.55K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
917+ 20.97% |
$36.7K - $52.2K
|
5.29K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
887+ 4.61% |
$35.5K - $50.5K
|
20.1K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
883+ 12.74% |
$35.3K - $50.3K
|
7.82K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
867+ 247.71% |
$34.7K - $49.4K
|
1.22K
$69.2K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
867+ 14450.0% |
$34.7K - $49.4K
|
873
$49.6K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
844+ 12.91% |
$33.8K - $48.1K
|
7.38K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
818+ 12.96% |
$32.7K - $46.6K
|
7.13K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800+ 4.48% |
$32K - $45.6K
|
18.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
721+ 2.76% |
$28.9K - $41.1K
|
26.8K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
713+ 2.68% |
$28.5K - $40.6K
|
27.3K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
690+ 76.58% |
$27.6K - $39.3K
|
1.59K
$90.5K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
676+ 5.48% |
$27.1K - $38.5K
|
13K
$740K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
660+ 2.74% |
$26.4K - $37.6K
|
24.7K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
657+ 5.77% |
$26.3K - $37.4K
|
12K
$685K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650New |
$26K - $37K
|
650
$37K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
613+ 4.55% |
$24.5K - $34.9K
|
14.1K
$801K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
611+ 111.9% |
$24.5K - $34.8K
|
1.16K
$65.8K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$24K - $34.2K
|
600
$34.1K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
586+ 2.42% |
$23.5K - $33.4K
|
24.8K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
561+ 5100.0% |
$22.5K - $32K
|
572
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
539+ 107.58% |
$21.6K - $30.7K
|
1.04K
$59.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
525+ 117.19% |
$21K - $29.9K
|
973
$55.3K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
515+ 3.3% |
$20.6K - $29.3K
|
16.1K
$918K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
505+ 0.64% |
$20.2K - $28.8K
|
79.5K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
503+ 1.89% |
$20.1K - $28.7K
|
27.1K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$20K - $28.5K
|
500
$28.4K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.85% |
$20K - $28.5K
|
59.1K
$3.36M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.0% |
$20K - $28.5K
|
50.5K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
439New |
$17.6K - $25K
|
439
$25K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
428+ 8.67% |
$17.1K - $24.4K
|
5.37K
$305K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 4.89% |
$15.8K - $22.4K
|
8.45K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
394+ 1.08% |
$15.8K - $22.4K
|
36.8K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
372+ 74.85% |
$14.9K - $21.2K
|
869
$49.4K
|