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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
14.3KNew |
$618K - $784K
|
14.3K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
13.6KNew |
$588K - $745K
|
13.6K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.3KNew |
$574K - $729K
|
13.3K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$696K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.71KNew |
$419K - $532K
|
9.71K
$552K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.31K+ 21.84% |
$402K - $510K
|
51.9K
$2.95M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.72KNew |
$334K - $423K
|
7.72K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.36KNew |
$318K - $403K
|
7.36K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.02KNew |
$303K - $384K
|
7.02K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.69KNew |
$289K - $367K
|
6.69K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
6.32KNew |
$273K - $346K
|
6.32K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.13KNew |
$265K - $336K
|
6.13K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.71K+ 42.72% |
$246K - $313K
|
19.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.83KNew |
$209K - $265K
|
4.83K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$194K - $247K
|
4.5K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
4.42KNew |
$191K - $242K
|
4.42K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$184K - $233K
|
4.25K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4KNew |
$173K - $219K
|
4K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.98KNew |
$172K - $218K
|
3.98K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$164K - $208K
|
3.8K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
2.1KNew |
$90.7K - $115K
|
2.1K
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$2.36M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 0.32% |
$84.1K - $107K
|
606K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.41KNew |
$60.8K - $77.2K
|
1.41K
$80.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.06K+ 2.29% |
$45.9K - $58.2K
|
47.4K
$2.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 100.0% |
$43.2K - $54.8K
|
2K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
951New |
$41.1K - $52.1K
|
951
$54.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
922+ 8.68% |
$39.8K - $50.5K
|
11.5K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
863+ 7.18% |
$37.3K - $47.3K
|
12.9K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
633New |
$27.3K - $34.7K
|
633
$36K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
609+ 198.37% |
$26.3K - $33.4K
|
916
$52.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
575+ 2.6% |
$24.8K - $31.5K
|
22.7K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
570+ 32.66% |
$24.6K - $31.2K
|
2.32K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
568New |
$24.5K - $31.1K
|
568
$32.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495+ 54.52% |
$21.4K - $27.1K
|
1.4K
$79.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
488+ 19.94% |
$21.1K - $26.7K
|
2.94K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
375New |
$16.2K - $20.6K
|
375
$21.3K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
340+ 6.83% |
$14.7K - $18.6K
|
5.32K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
306+ 6.23% |
$13.2K - $16.8K
|
5.22K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$8.64K - $11K
|
200
$11.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$40.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$6.14K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$4.49K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
56New |
$2.42K - $3.07K
|
56
$3.18K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
48New |
$2.07K - $2.63K
|
48
$2.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 4.77% |
$1.77K - $2.25K
|
900
$51.2K
|