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 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.04% |
$801 - $1.14K
|
46.9K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$721 - $1.03K
|
18
$990
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.32% |
$721 - $1.03K
|
5.57K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 1.97% |
$681 - $968
|
882
$48.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.73% |
$640 - $911
|
2.21K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 1.48% |
$640 - $911
|
1.1K
$60.2K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
15+ 0.13% |
$600 - $854
|
11.2K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
13+ 0.09% |
$520 - $740
|
15.1K
$830K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 650.0% |
$520 - $740
|
15
$825
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 6.98% |
$480 - $684
|
184
$10.1K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10New |
$400 - $570
|
10
$550
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$320 - $456
|
8
$440
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$200 - $285
|
5
$275
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.99% |
$120 - $171
|
306
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
2+ 200.0% |
$80.1 - $114
|
3
$165
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.03% |
$80.1 - $114
|
5.78K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.12% |
$40 - $57
|
847
$46.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.63% |
$40 - $57
|
39
$2.14K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$40 - $57
|
1
$55
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$40 - $57
|
1.55K
$85.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.02% |
$40 - $57
|
5.12K
$282K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.01% |
$80.1 - $114
|
26.1K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 11.9% |
$200 - $285
|
37
$2.03K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 1.28% |
$200 - $285
|
386
$21.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-9- 6.67% |
$360 - $513
|
126
$6.93K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.1% |
$400 - $570
|
9.8K
$539K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 0.81% |
$400 - $570
|
1.23K
$67.6K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-12- 0.02% |
$480 - $684
|
67.2K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12- 0.03% |
$480 - $684
|
38.5K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-23- 54.76% |
$921 - $1.31K
|
19
$1.04K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-29- 0.36% |
$1.16K - $1.65K
|
7.96K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34- 9.69% |
$1.36K - $1.94K
|
317
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48- 50.0% |
$1.92K - $2.73K
|
48
$2.64K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-67- 4.44% |
$2.68K - $3.82K
|
1.44K
$79.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-71- 5.78% |
$2.84K - $4.04K
|
1.16K
$63.7K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-76Closed |
$3.04K - $4.33K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-93- 0.22% |
$3.72K - $5.3K
|
42.9K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-95- 0.11% |
$3.8K - $5.41K
|
84.2K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.89% |
$4K - $5.7K
|
11.2K
$615K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-106- 9.34% |
$4.24K - $6.04K
|
1.03K
$56.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-111- 2.07% |
$4.44K - $6.32K
|
5.26K
$289K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-137- 1.97% |
$5.48K - $7.8K
|
6.83K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-154- 0.62% |
$6.16K - $8.77K
|
24.7K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-186- 3.74% |
$7.45K - $10.6K
|
4.79K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-191- 2.41% |
$7.65K - $10.9K
|
7.75K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-200- 1.5% |
$8.01K - $11.4K
|
13.2K
$725K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 15.2% |
$8.09K - $11.5K
|
1.13K
$62K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-212- 2.56% |
$8.49K - $12.1K
|
8.06K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-228- 0.56% |
$9.13K - $13K
|
40.3K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 1.45% |
$9.29K - $13.2K
|
15.8K
$866K
|