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 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
719New |
$27.6K - $34.2K
|
719
$37.3K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
555+ 277.5% |
$21.3K - $26.4K
|
755
$39.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
293+ 0.63% |
$11.3K - $14K
|
46.8K
$2.43M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$7.69K - $9.52K
|
200
$10.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$4.19K - $5.19K
|
109
$5.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$2.88K - $3.57K
|
75
$3.89K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55New |
$2.11K - $2.62K
|
55
$2.85K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17New |
$654 - $810
|
17
$881
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$538 - $667
|
14
$726
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$231 - $286
|
6
$311
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$38.5 - $47.6
|
1
$51.8
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
167K+ 1692.93% |
$4.61M - $7.03M
|
177K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
CALL |
121KNew |
$3.33M - $5.08M
|
121K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
76.9KNew |
$2.12M - $3.23M
|
76.9K
$3.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
16.1KNew |
$444K - $677K
|
16.1K
$835K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.5KNew |
$426K - $650K
|
15.5K
$802K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.6K+ 365.5% |
$403K - $614K
|
18.6K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
10.9KNew |
$300K - $458K
|
10.9K
$565K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10KNew |
$275K - $420K
|
10K
$518K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.26KNew |
$200K - $305K
|
7.26K
$376K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.03KNew |
$194K - $295K
|
7.03K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.01KNew |
$166K - $252K
|
6.01K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.95KNew |
$164K - $250K
|
5.95K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$157K - $239K
|
5.69K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.62KNew |
$155K - $236K
|
5.62K
$291K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19KNew |
$143K - $218K
|
5.19K
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.14KNew |
$142K - $216K
|
5.14K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.01KNew |
$138K - $211K
|
5.01K
$260K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.97KNew |
$137K - $209K
|
4.97K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.38KNew |
$38.1K - $58K
|
1.38K
$71.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$32.2K - $49K
|
1.17K
$60.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1K+ 14.22% |
$27.5K - $42K
|
8.03K
$416K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
865New |
$23.8K - $36.3K
|
865
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
700+ 2.5% |
$19.3K - $29.4K
|
28.7K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$11.3K - $17.3K
|
412
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
266New |
$7.33K - $11.2K
|
266
$13.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
238New |
$6.55K - $9.99K
|
238
$12.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
200+ 1.8% |
$5.51K - $8.4K
|
11.3K
$587K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
140New |
$3.86K - $5.88K
|
140
$7.26K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
131New |
$3.61K - $5.5K
|
131
$6.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
121New |
$3.33K - $5.08K
|
121
$6.27K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.24K - $1.89K
|
45
$2.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 22.04% |
$1.13K - $1.72K
|
227
$11.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38New |
$1.05K - $1.6K
|
38
$1.97K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.39% |
$606 - $924
|
1.61K
$83.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12New |
$330 - $504
|
12
$622
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.29% |
$165 - $252
|
2.09K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
4.16MNew |
$121M - $149M
|
4.16M
$216M
|
|
|
Nov 13, 2023
Q3 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
BUY
|
- |
650KNew |
$18.9M - $23.2M
|
650K
$33.7M
|
|