Purchases and Sales Made in Q1 2025 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q1 2025. The information is specifically focused on institutions that hold shares of Carlyle Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
34KNew |
$1.36M - $1.94M
|
34K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
32.2KNew |
$1.29M - $1.83M
|
32.2K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31K+ 134.63% |
$1.24M - $1.76M
|
54K
$2.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
23.5K+ 15.18% |
$942K - $1.34M
|
178K
$9.81M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21K+ 1.49% |
$839K - $1.19M
|
1.43M
$78.5M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
19.6K+ 47.15% |
$784K - $1.12M
|
61.1K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
18.7KNew |
$747K - $1.06M
|
18.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
17.2K+ 26.69% |
$690K - $982K
|
81.9K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
17KNew |
$681K - $968K
|
17K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
15K+ 19.35% |
$600K - $854K
|
92.5K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$584K - $832K
|
14.6K
$803K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 32.76% |
$563K - $801K
|
57K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.7K+ 14.86% |
$549K - $781K
|
106K
$5.83M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 6.87% |
$533K - $759K
|
207K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
13.2KNew |
$529K - $753K
|
13.2K
$727K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
12.5K+ 100.0% |
$500K - $712K
|
25K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
12.3K+ 17.96% |
$491K - $699K
|
80.6K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
12.1K+ 0.43% |
$485K - $691K
|
2.85M
$157M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.1K+ 8.9% |
$485K - $690K
|
148K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$461K - $656K
|
11.5K
$633K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11.3KNew |
$452K - $644K
|
11.3K
$622K
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11K+ 69.61% |
$441K - $627K
|
26.8K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10.9K+ 77.77% |
$438K - $623K
|
25K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
10.8K+ 10.82% |
$434K - $617K
|
111K
$6.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.2KNew |
$409K - $582K
|
10.2K
$562K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.91K+ 11.53% |
$396K - $564K
|
95.8K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.62K+ 2157.62% |
$385K - $548K
|
10.1K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.42KNew |
$377K - $536K
|
9.42K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
9.09KNew |
$364K - $518K
|
9.09K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.01K+ 16.2% |
$361K - $513K
|
64.6K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.95K+ 55.29% |
$358K - $510K
|
25.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.91K+ 4.85% |
$357K - $508K
|
193K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.43K+ 5.1% |
$337K - $480K
|
174K
$9.55M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.36KNew |
$335K - $476K
|
8.36K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.1K+ 69.38% |
$324K - $461K
|
19.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.07K+ 10.11% |
$323K - $459K
|
87.9K
$4.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$305K - $434K
|
7.63K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.56K+ 4.15% |
$303K - $431K
|
190K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.99K+ 99.39% |
$280K - $398K
|
14K
$771K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
6.9K+ 7.17% |
$276K - $393K
|
103K
$5.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.81K+ 19.02% |
$273K - $388K
|
42.6K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.74K+ 9.46% |
$270K - $384K
|
78K
$4.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.5K+ 46.98% |
$260K - $370K
|
20.3K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
6.42KNew |
$257K - $365K
|
6.42K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.34K+ 36.53% |
$254K - $361K
|
23.7K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
6.32K+ 0.31% |
$253K - $360K
|
2.06M
$113M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
6KNew |
$240K - $342K
|
6K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$233K - $332K
|
5.82K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.79K+ 12.85% |
$232K - $330K
|
50.9K
$2.8M
|