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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
15+ 0.2% |
$559 - $746
|
7.51K
$389K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11New |
$410 - $547
|
11
$570
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
11New |
$410 - $547
|
11
$570
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
11New |
$410 - $547
|
11
$570
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.49% |
$335 - $448
|
1.86K
$96.4K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 28.0% |
$261 - $348
|
32
$1.66K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6+ 200.0% |
$223 - $298
|
9
$466
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.13% |
$223 - $298
|
537
$27.8K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 5.49% |
$186 - $249
|
96
$4.98K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.4% |
$186 - $249
|
1.25K
$64.8K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 3.36% |
$149 - $199
|
123
$6.38K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$149 - $199
|
4
$207
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 10.26% |
$149 - $199
|
43
$2.23K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 1.08% |
$112 - $149
|
281
$14.6K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$74.5 - $99.5
|
2
$104
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.02% |
$74.5 - $99.5
|
12.2K
$633K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.77% |
$37.2 - $49.7
|
131
$6.79K
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.56% |
$37.2 - $49.7
|
65
$3.37K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$37.2 - $49.7
|
1.55K
$80.1K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
94.2K+ 146.27% |
$3.68M - $4.51M
|
159K
$8.22M
|
|
Aug 14, 2024
Q2 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
85K+ 74.96% |
$3.32M - $4.07M
|
198K
$10.3M
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
79.2KNew |
$3.09M - $3.79M
|
79.2K
$4.1M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
52.8K+ 37.29% |
$2.06M - $2.53M
|
194K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
51.6KNew |
$2.01M - $2.47M
|
51.6K
$2.67M
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
44.6KNew |
$1.74M - $2.13M
|
44.6K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
35.5KNew |
$1.39M - $1.7M
|
35.5K
$1.84M
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
34.8KNew |
$1.36M - $1.67M
|
34.8K
$1.8M
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
29.4KNew |
$1.15M - $1.41M
|
29.4K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
23.2KNew |
$906K - $1.11M
|
23.2K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$846K - $1.04M
|
21.7K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$722K - $885K
|
18.5K
$958K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
15.5K+ 14.73% |
$605K - $741K
|
121K
$6.26M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.3KNew |
$520K - $637K
|
13.3K
$690K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
13.3KNew |
$520K - $637K
|
13.3K
$690K
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
11.8K+ 140.2% |
$460K - $564K
|
20.2K
$1.05M
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
9.95KNew |
$388K - $476K
|
9.95K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.26KNew |
$361K - $443K
|
9.26K
$480K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.31KNew |
$325K - $398K
|
8.31K
$431K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.97KNew |
$272K - $333K
|
6.97K
$361K
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.91KNew |
$270K - $331K
|
6.91K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.13KNew |
$200K - $245K
|
5.13K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.8K+ 22.66% |
$187K - $230K
|
26K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
4.28KNew |
$167K - $205K
|
4.28K
$222K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.01KNew |
$157K - $192K
|
4.01K
$208K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
3.22K+ 16.17% |
$126K - $154K
|
23.1K
$1.2M
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 103.23% |
$125K - $153K
|
6.3K
$327K
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.13KNew |
$122K - $150K
|
3.13K
$162K
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.06K+ 7.36% |
$119K - $146K
|
44.6K
$2.31M
|
|
Aug 07, 2024
Q2 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
2.88K+ 11.01% |
$112K - $138K
|
29K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.68K+ 55.7% |
$105K - $128K
|
7.49K
$388K
|