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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.05K+ 174.04% |
$79.9K - $97.9K
|
3.22K
$167K
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
442+ 0.7% |
$17.3K - $21.1K
|
63.5K
$3.29M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
325+ 500.0% |
$12.7K - $15.6K
|
390
$20.2K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
262New |
$10.2K - $12.5K
|
262
$13.6K
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
216+ 3.64% |
$8.43K - $10.3K
|
6.15K
$319K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
$7.81K - $9.57K
|
200
$10.4K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$5.86K - $7.18K
|
150
$7.77K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 1.19% |
$3.9K - $4.79K
|
8.5K
$441K
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
90+ 128.57% |
$3.51K - $4.31K
|
160
$8.29K
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
72New |
$2.81K - $3.45K
|
72
$3.73K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
69+ 0.8% |
$2.69K - $3.3K
|
8.7K
$451K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
44New |
$1.72K - $2.11K
|
44
$2.28K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.01% |
$351 - $431
|
904
$46.9K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$78.1 - $95.7
|
2
$104
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$39.1 - $47.9
|
1
$51.8
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
500KNew |
$19.2M - $23.8M
|
500K
$25.9M
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
163KNew |
$6.25M - $7.75M
|
163K
$8.43M
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
87KNew |
$3.35M - $4.14M
|
87K
$4.51M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
79.3KNew |
$3.05M - $3.78M
|
79.3K
$4.11M
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
75.2KNew |
$2.89M - $3.58M
|
75.2K
$3.9M
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
50KNew |
$1.92M - $2.38M
|
50K
$2.59M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.6KNew |
$1.68M - $2.08M
|
43.6K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
42.8KNew |
$1.65M - $2.04M
|
42.8K
$2.22M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
41.6KNew |
$1.6M - $1.98M
|
41.6K
$2.16M
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
25.9KNew |
$995K - $1.23M
|
25.9K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
24.8KNew |
$955K - $1.18M
|
24.8K
$1.29M
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
20.7KNew |
$794K - $984K
|
20.7K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.2KNew |
$777K - $963K
|
20.2K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.5KNew |
$634K - $785K
|
16.5K
$854K
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
15.4KNew |
$594K - $735K
|
15.4K
$800K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.1K+ 2.11% |
$543K - $673K
|
683K
$35.4M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4KNew |
$514K - $637K
|
13.4K
$693K
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
13.3KNew |
$511K - $633K
|
13.3K
$689K
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.2KNew |
$507K - $628K
|
13.2K
$684K
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10.4KNew |
$398K - $493K
|
10.4K
$536K
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.62KNew |
$293K - $363K
|
7.62K
$395K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.18KNew |
$276K - $342K
|
7.18K
$372K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.52KNew |
$212K - $263K
|
5.52K
$286K
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$200K - $248K
|
5.2K
$270K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.94KNew |
$190K - $235K
|
4.94K
$256K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.8KNew |
$185K - $229K
|
4.8K
$249K
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
4.67KNew |
$179K - $222K
|
4.67K
$242K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.56KNew |
$175K - $217K
|
4.56K
$236K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$173K - $214K
|
4.5K
$233K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
4.39KNew |
$169K - $209K
|
4.39K
$228K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$159K - $196K
|
4.13K
$214K
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.54KNew |
$97.8K - $121K
|
2.54K
$132K
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
2.1KNew |
$80.7K - $100K
|
2.1K
$109K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 16.97% |
$67.3K - $83.3K
|
12.1K
$625K
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.22KNew |
$46.7K - $57.9K
|
1.22K
$63K
|