Purchases and Sales Made in Q4 2024 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$5.67K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.2% |
$4.32K - $5.48K
|
50K
$2.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$4.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 7.58% |
$3.28K - $4.17K
|
1.08K
$56.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 79.17% |
$3.28K - $4.17K
|
172
$9.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 18.48% |
$3.15K - $4K
|
468
$24.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
69+ 71.88% |
$2.98K - $3.78K
|
165
$8.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
56New |
$2.42K - $3.07K
|
56
$2.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
53+ 10.27% |
$2.29K - $2.9K
|
569
$29.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52+ 0.65% |
$2.25K - $2.85K
|
8.06K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 6.44% |
$2.16K - $2.74K
|
826
$43.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 4.77% |
$1.77K - $2.25K
|
900
$47.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$1.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
26+ 0.51% |
$1.12K - $1.43K
|
5.12K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 17.76% |
$821 - $1.04K
|
126
$6.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.22% |
$734 - $932
|
7.84K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
13New |
$562 - $713
|
13
$682
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 9.76% |
$518 - $658
|
135
$7.09K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.55% |
$518 - $658
|
2.2K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11New |
$475 - $603
|
11
$577
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$346 - $438
|
8
$420
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$302 - $384
|
7
$367
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$315
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 18.75% |
$259 - $329
|
38
$1.99K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 15.79% |
$259 - $329
|
44
$2.31K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$315
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.12% |
$259 - $329
|
543
$28.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
$216 - $274
|
5
$262
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$86.4 - $110
|
2
$105
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$43.2 - $54.8
|
23
$1.21K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$43.2 - $54.8
|
1
$52.5
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.33% |
$43.2 - $54.8
|
42
$2.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.08% |
$173 - $219
|
4.94K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 1.68% |
$259 - $329
|
351
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 0.8% |
$432 - $548
|
1.24K
$65.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 5.59% |
$432 - $548
|
169
$8.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 31.15% |
$821 - $1.04K
|
42
$2.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-34- 20.86% |
$1.47K - $1.86K
|
129
$6.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53- 0.79% |
$2.29K - $2.9K
|
6.68K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-57- 1.27% |
$2.46K - $3.12K
|
4.43K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 1.53% |
$3.24K - $4.11K
|
4.84K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81- 15.31% |
$3.5K - $4.44K
|
448
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-128- 2.56% |
$5.53K - $7.02K
|
4.87K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-132- 1.08% |
$5.7K - $7.23K
|
12.1K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-172- 0.22% |
$7.43K - $9.43K
|
77.7K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 0.76% |
$8.64K - $11K
|
26.1K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 0.7% |
$8.64K - $11K
|
28.4K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-210- 4.34% |
$9.07K - $11.5K
|
4.63K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.67% |
$13K - $16.4K
|
44.2K
$2.32M
|