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 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
345+ 0.56% |
$13.8K - $19.7K
|
61.9K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
344+ 1.22% |
$13.8K - $19.6K
|
28.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
342New |
$13.7K - $19.5K
|
342
$19.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
321+ 101.9% |
$12.8K - $18.3K
|
636
$36.2K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 0.19% |
$12K - $17.1K
|
158K
$9.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
297New |
$11.9K - $16.9K
|
297
$16.9K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
290New |
$11.6K - $16.5K
|
290
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
289+ 1.03% |
$11.6K - $16.5K
|
28.3K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
253+ 0.1% |
$10.1K - $14.4K
|
257K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
236+ 28.57% |
$9.45K - $13.4K
|
1.06K
$60.4K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
215+ 3.5% |
$8.61K - $12.2K
|
6.37K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
215+ 2.25% |
$8.61K - $12.2K
|
9.79K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
204New |
$8.17K - $11.6K
|
204
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 3.12% |
$8.01K - $11.4K
|
6.61K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$8.01K - $11.4K
|
200
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$8.01K - $11.4K
|
200
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
200+ 2.27% |
$8.01K - $11.4K
|
9K
$512K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 10.42% |
$8.01K - $11.4K
|
2.12K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
174+ 74.36% |
$6.97K - $9.91K
|
408
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
148+ 0.08% |
$5.92K - $8.43K
|
177K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
144+ 3.18% |
$5.76K - $8.2K
|
4.68K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
122+ 5.36% |
$4.88K - $6.95K
|
2.4K
$136K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
117New |
$4.68K - $6.66K
|
117
$6.65K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 10.82% |
$4.6K - $6.55K
|
1.18K
$67K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
102+ 0.13% |
$4.08K - $5.81K
|
76.8K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
101+ 0.23% |
$4.04K - $5.75K
|
44.5K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
101New |
$4.04K - $5.75K
|
101
$5.74K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100+ 263.16% |
$4K - $5.7K
|
138
$7.85K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
96+ 0.92% |
$3.84K - $5.47K
|
10.6K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$5.18K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$5.18K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 86.25% |
$2.76K - $3.93K
|
149
$8.47K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
66New |
$2.64K - $3.76K
|
66
$3.75K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65+ 13.89% |
$2.6K - $3.7K
|
533
$30.3K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
64New |
$2.56K - $3.65K
|
64
$3.64K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
63New |
$2.52K - $3.59K
|
63
$3.58K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
62+ 688.89% |
$2.48K - $3.53K
|
71
$4.04K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
48+ 29.09% |
$1.92K - $2.73K
|
213
$12.1K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48New |
$1.92K - $2.73K
|
48
$2.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46New |
$1.84K - $2.62K
|
46
$2.62K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.8% |
$1.8K - $2.56K
|
5.67K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
45+ 0.37% |
$1.8K - $2.56K
|
12.1K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 27.78% |
$1.4K - $1.99K
|
161
$9.16K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 20.61% |
$1.36K - $1.94K
|
199
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
33+ 12.6% |
$1.32K - $1.88K
|
295
$16.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 253.85% |
$1.32K - $1.88K
|
46
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30New |
$1.2K - $1.71K
|
30
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
27+ 1.46% |
$1.08K - $1.54K
|
1.88K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1K - $1.42K
|
35
$1.99K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.38% |
$1K - $1.42K
|
6.59K
$375K
|