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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.4K+ 0.52% |
$55.8K - $79.5K
|
272K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.39K+ 27.97% |
$55.5K - $79K
|
6.35K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.37K+ 394.83% |
$55K - $78.3K
|
1.72K
$94.7K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.33K+ 1.8% |
$53K - $75.5K
|
75.1K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 1.71% |
$50.4K - $71.7K
|
74.7K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 28.33% |
$49.8K - $70.9K
|
5.64K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 2.96% |
$48K - $68.4K
|
41.8K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.04% |
$42.6K - $60.5K
|
27.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.03K+ 18.72% |
$41.4K - $58.8K
|
6.55K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
917+ 20.97% |
$36.7K - $52.2K
|
5.29K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
887+ 4.61% |
$35.5K - $50.5K
|
20.1K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
884+ 1.92% |
$35.4K - $50.4K
|
46.8K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
883+ 12.74% |
$35.3K - $50.3K
|
7.82K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
867+ 14450.0% |
$34.7K - $49.4K
|
873
$48K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
867+ 247.71% |
$34.7K - $49.4K
|
1.22K
$66.9K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
844+ 12.91% |
$33.8K - $48.1K
|
7.38K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
818+ 12.96% |
$32.7K - $46.6K
|
7.13K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800+ 4.48% |
$32K - $45.6K
|
18.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
721+ 2.76% |
$28.9K - $41.1K
|
26.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
713+ 2.68% |
$28.5K - $40.6K
|
27.3K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
690+ 76.58% |
$27.6K - $39.3K
|
1.59K
$87.5K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
676+ 5.48% |
$27.1K - $38.5K
|
13K
$715K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
660+ 2.74% |
$26.4K - $37.6K
|
24.7K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
657+ 5.77% |
$26.3K - $37.4K
|
12K
$662K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650New |
$26K - $37K
|
650
$35.7K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
613+ 4.55% |
$24.5K - $34.9K
|
14.1K
$775K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
611+ 111.9% |
$24.5K - $34.8K
|
1.16K
$63.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$24K - $34.2K
|
600
$33K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
586+ 2.42% |
$23.5K - $33.4K
|
24.8K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
561+ 5100.0% |
$22.5K - $32K
|
572
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
539+ 107.58% |
$21.6K - $30.7K
|
1.04K
$57.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
525+ 117.19% |
$21K - $29.9K
|
973
$53.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
520+ 104.0% |
$20.8K - $29.6K
|
1.02K
$56.1K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
515+ 3.3% |
$20.6K - $29.3K
|
16.1K
$887K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
505+ 0.64% |
$20.2K - $28.8K
|
79.5K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
503+ 1.89% |
$20.1K - $28.7K
|
27.1K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.85% |
$20K - $28.5K
|
59.1K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$20K - $28.5K
|
500
$27.5K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 1.0% |
$20K - $28.5K
|
50.5K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
439New |
$17.6K - $25K
|
439
$24.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
428+ 8.67% |
$17.1K - $24.4K
|
5.37K
$295K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
394+ 4.89% |
$15.8K - $22.4K
|
8.45K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
394+ 1.08% |
$15.8K - $22.4K
|
36.8K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
372+ 74.85% |
$14.9K - $21.2K
|
869
$47.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
345+ 0.56% |
$13.8K - $19.7K
|
61.9K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
344+ 1.22% |
$13.8K - $19.6K
|
28.6K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
342New |
$13.7K - $19.5K
|
342
$18.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
321+ 101.9% |
$12.8K - $18.3K
|
636
$35K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 6.5% |
$12.6K - $17.9K
|
5.15K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 0.19% |
$12K - $17.1K
|
158K
$8.72M
|