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 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
24New |
$961 - $1.37K
|
24
$1.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
22+ 3.87% |
$881 - $1.25K
|
591
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21+ 233.33% |
$841 - $1.2K
|
30
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.04% |
$801 - $1.14K
|
46.9K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.79% |
$801 - $1.14K
|
2.56K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20+ 0.27% |
$801 - $1.14K
|
7.53K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.32% |
$721 - $1.03K
|
5.57K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$721 - $1.03K
|
18
$1.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 1.97% |
$681 - $968
|
882
$50.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 1.48% |
$640 - $911
|
1.1K
$62.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.73% |
$640 - $911
|
2.21K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.13% |
$600 - $854
|
11.2K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
13+ 0.09% |
$520 - $740
|
15.1K
$858K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 650.0% |
$520 - $740
|
15
$853
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.98% |
$480 - $684
|
184
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$400 - $570
|
10
$569
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$320 - $456
|
8
$455
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$200 - $285
|
5
$284
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.99% |
$120 - $171
|
306
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 200.0% |
$80.1 - $114
|
3
$171
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.03% |
$80.1 - $114
|
5.78K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.12% |
$40 - $57
|
847
$48.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$40 - $57
|
1.55K
$88K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.63% |
$40 - $57
|
39
$2.22K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$40 - $57
|
1
$56.9
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
739K+ 243.85% |
$31.9M - $40.5M
|
1.04M
$59.2M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
460KNew |
$19.9M - $25.2M
|
460K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
313K+ 24.71% |
$13.5M - $17.2M
|
1.58M
$89.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
266K+ 5484.23% |
$11.5M - $14.6M
|
271K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
263KNew |
$11.4M - $14.4M
|
263K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
142KNew |
$6.13M - $7.78M
|
142K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
123K+ 180.57% |
$5.32M - $6.75M
|
191K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
115KNew |
$4.97M - $6.3M
|
115K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
89.6KNew |
$3.87M - $4.91M
|
89.6K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
82.7K+ 21.53% |
$3.57M - $4.53M
|
467K
$26.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
75.6KNew |
$3.26M - $4.14M
|
75.6K
$4.3M
|
|
|
Mar 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
74.2KNew |
$3.21M - $4.07M
|
74.2K
$4.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
70.8KNew |
$3.06M - $3.88M
|
70.8K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
70KNew |
$3.02M - $3.84M
|
70K
$3.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$2.71M - $3.44M
|
62.8K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
53.3KNew |
$2.3M - $2.92M
|
53.3K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
47.3KNew |
$2.05M - $2.6M
|
47.3K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
30.6K+ 23688.37% |
$1.32M - $1.67M
|
30.7K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9KNew |
$1.29M - $1.64M
|
29.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28KNew |
$1.21M - $1.53M
|
28K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
27.6K+ 22.82% |
$1.19M - $1.51M
|
148K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 5.87% |
$1.16M - $1.47M
|
483K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
24.5K+ 128.95% |
$1.06M - $1.34M
|
43.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
23.6K+ 301.06% |
$1.02M - $1.29M
|
31.4K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
16KNew |
$690K - $876K
|
16K
$908K
|
|