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 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-263- 0.63% |
$10.5K - $15K
|
41.8K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-266- 7.36% |
$10.6K - $15.2K
|
3.35K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-275- 2.57% |
$11K - $15.7K
|
10.4K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-280- 8.75% |
$11.2K - $15.9K
|
2.92K
$161K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-291- 1.21% |
$11.6K - $16.6K
|
23.8K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-309- 5.28% |
$12.4K - $17.6K
|
5.54K
$305K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-324- 59.67% |
$13K - $18.5K
|
219
$12K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-350- 2.71% |
$14K - $19.9K
|
12.6K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-374- 7.43% |
$15K - $21.3K
|
4.66K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-400- 0.28% |
$16K - $22.8K
|
142K
$7.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-405- 71.68% |
$16.2K - $23.1K
|
160
$8.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-438- 1.54% |
$17.5K - $24.9K
|
28K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-465- 1.01% |
$18.6K - $26.5K
|
45.7K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-500- 17.86% |
$20K - $28.5K
|
2.3K
$126K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 9.09% |
$20K - $28.5K
|
5K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-519- 1.29% |
$20.8K - $29.6K
|
39.7K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-520- 50.98% |
$20.8K - $29.6K
|
500
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-548- 81.43% |
$21.9K - $31.2K
|
125
$6.87K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-548- 16.03% |
$21.9K - $31.2K
|
2.87K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-629- 15.08% |
$25.2K - $35.8K
|
3.54K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-657- 7.22% |
$26.3K - $37.4K
|
8.45K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-668- 3.69% |
$26.7K - $38K
|
17.4K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-670- 5.99% |
$26.8K - $38.2K
|
10.5K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-683- 0.75% |
$27.3K - $38.9K
|
90.1K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-741- 4.21% |
$29.7K - $42.2K
|
16.9K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-747- 1.77% |
$29.9K - $42.5K
|
41.5K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-773- 1.77% |
$30.9K - $44K
|
42.8K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-800- 1.38% |
$32K - $45.6K
|
57.1K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 2.85% |
$32K - $45.6K
|
27.3K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-804- 6.2% |
$32.2K - $45.8K
|
12.2K
$669K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-804- 4.47% |
$32.2K - $45.8K
|
17.2K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-839- 10.15% |
$33.6K - $47.8K
|
7.43K
$408K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-884- 1.89% |
$35.4K - $50.4K
|
45.9K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-886- 8.97% |
$35.5K - $50.5K
|
8.99K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-897- 12.54% |
$35.9K - $51.1K
|
6.26K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-918- 15.04% |
$36.7K - $52.3K
|
5.19K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-982- 5.99% |
$39.3K - $55.9K
|
15.4K
$847K
|
|
|
Apr 24, 2025
Q1 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 4.0% |
$40K - $57K
|
24K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.01K- 4.68% |
$40.4K - $57.4K
|
20.5K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.13K- 8.7% |
$45.3K - $64.4K
|
11.9K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.23KClosed |
$49.1K - $69.9K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 15.28% |
$51.3K - $73K
|
7.11K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.42K- 29.23% |
$57K - $81.1K
|
3.45K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.48K- 0.68% |
$59.3K - $84.4K
|
215K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.53K- 6.84% |
$61.2K - $87.1K
|
20.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.57K- 12.01% |
$63K - $89.7K
|
11.5K
$634K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.59K- 12.4% |
$63.6K - $90.5K
|
11.2K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.59K- 11.59% |
$63.6K - $90.6K
|
12.1K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.61K- 2.09% |
$64.3K - $91.5K
|
75.2K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.66K- 8.71% |
$66.4K - $94.6K
|
17.4K
$956K
|