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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 105.51% |
$225K - $320K
|
10.9K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.59K+ 1.25% |
$224K - $318K
|
451K
$24.8M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.56K+ 49.26% |
$223K - $317K
|
16.8K
$926K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.52K+ 101.43% |
$221K - $314K
|
11K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.4K+ 11.73% |
$216K - $307K
|
51.4K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.25K+ 4.16% |
$210K - $299K
|
132K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.22KNew |
$209K - $298K
|
5.22K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 106.82% |
$207K - $295K
|
10K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.17KNew |
$207K - $295K
|
5.17K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.14K+ 4.67% |
$206K - $293K
|
115K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5K+ 83.33% |
$200K - $285K
|
11K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.76K+ 22.75% |
$191K - $271K
|
25.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$185K - $263K
|
4.62K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.32K+ 28.61% |
$173K - $246K
|
19.4K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4K+ 61.83% |
$160K - $228K
|
10.5K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.84K+ 8.23% |
$154K - $219K
|
50.4K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.73K+ 18.78% |
$149K - $212K
|
23.6K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.63K+ 46.26% |
$145K - $206K
|
11.5K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.53K+ 22.15% |
$141K - $201K
|
19.5K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.4K+ 22.63% |
$136K - $194K
|
18.4K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
3.27K+ 5.09% |
$131K - $186K
|
67.4K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 38.76% |
$131K - $186K
|
11.7K
$642K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.23K+ 3.73% |
$129K - $184K
|
89.9K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.17K+ 74.27% |
$127K - $180K
|
7.43K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.02K+ 36.38% |
$121K - $172K
|
11.3K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3KNew |
$120K - $171K
|
3K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.84KNew |
$114K - $162K
|
2.84K
$156K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.65K+ 32.52% |
$106K - $151K
|
10.8K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.64K+ 3.26% |
$105K - $150K
|
83.5K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.61K+ 27.83% |
$104K - $148K
|
12K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.58KNew |
$103K - $147K
|
2.58K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.57K+ 3.38% |
$103K - $146K
|
78.5K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.51KNew |
$101K - $143K
|
2.51K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 41.85% |
$101K - $143K
|
8.51K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.46K+ 15.61% |
$98.4K - $140K
|
18.2K
$1M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.45K+ 0.83% |
$98.2K - $140K
|
298K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.31KNew |
$92.4K - $131K
|
2.31K
$127K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.3K+ 13.03% |
$92.2K - $131K
|
20K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.21K+ 3.31% |
$88.3K - $126K
|
68.9K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.2KNew |
$88.1K - $125K
|
2.2K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.15K+ 12.43% |
$86.1K - $123K
|
19.5K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 25.59% |
$81.7K - $116K
|
10K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 5.26% |
$81.5K - $116K
|
40.7K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 13.64% |
$72.9K - $104K
|
15.2K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.77K+ 2.61% |
$70.8K - $101K
|
69.5K
$3.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.67K+ 0.35% |
$67K - $95.4K
|
486K
$26.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 5.67% |
$64.4K - $91.7K
|
30K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.58K+ 3.38% |
$63.2K - $89.9K
|
48.2K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.44K+ 9.55% |
$57.7K - $82.1K
|
16.5K
$909K
|