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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-312- 1.7% |
$13.5K - $17.1K
|
18.1K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-357- 0.77% |
$15.4K - $19.6K
|
46.2K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-365- 1.49% |
$15.8K - $20K
|
24.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-397- 2.43% |
$17.2K - $21.8K
|
16K
$837K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 4.68% |
$17.3K - $21.9K
|
8.15K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-450- 6.65% |
$19.4K - $24.7K
|
6.31K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 8.33% |
$21.6K - $27.4K
|
5.5K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-581- 10.73% |
$25.1K - $31.8K
|
4.83K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 5.05% |
$25.9K - $32.9K
|
11.3K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-653- 9.82% |
$28.2K - $35.8K
|
6K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-700- 10.7% |
$30.2K - $38.4K
|
5.84K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-720- 2.63% |
$31.1K - $39.5K
|
26.6K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-730- 8.75% |
$31.5K - $40K
|
7.62K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-892- 2.01% |
$38.5K - $48.9K
|
43.6K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-949- 1.18% |
$41K - $52K
|
79.4K
$4.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-950- 12.8% |
$41K - $52.1K
|
6.47K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-988- 6.15% |
$42.7K - $54.2K
|
15.1K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 12.53% |
$49.4K - $62.7K
|
7.98K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.17K- 4.58% |
$50.3K - $63.9K
|
24.3K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.34K- 13.97% |
$58K - $73.6K
|
8.27K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.36K- 2.16% |
$58.6K - $74.4K
|
61.6K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.47K- 1.47% |
$63.6K - $80.7K
|
98.7K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.48K- 3.36% |
$63.7K - $80.8K
|
42.4K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 3.72% |
$67K - $85.1K
|
40.2K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.65K- 3.0% |
$71.1K - $90.2K
|
53.1K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 9.69% |
$80.5K - $102K
|
17.4K
$911K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.91K- 6.31% |
$82.7K - $105K
|
28.4K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.09K- 8.53% |
$90.1K - $114K
|
22.4K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.16K- 1.9% |
$93.4K - $119K
|
111K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 94.84% |
$99.3K - $126K
|
125
$6.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 1.25% |
$118K - $150K
|
216K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.76K- 3.46% |
$119K - $151K
|
76.8K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.87K- 17.34% |
$124K - $157K
|
13.7K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.93K- 33.65% |
$127K - $161K
|
5.78K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.94K- 33.41% |
$127K - $161K
|
5.85K
$307K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.15K- 23.09% |
$136K - $173K
|
10.5K
$550K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.4K- 8.66% |
$147K - $186K
|
35.8K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.72K- 16.17% |
$161K - $204K
|
19.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.87K- 10.9% |
$167K - $212K
|
31.6K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-4.4K- 2.71% |
$190K - $241K
|
158K
$8.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.57K- 9.61% |
$197K - $250K
|
43K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5.14K- 5.44% |
$222K - $282K
|
89.3K
$4.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.5K- 8.76% |
$238K - $301K
|
57.3K
$3.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-6.2K- 0.88% |
$268K - $340K
|
698K
$36.6M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8K- 4.41% |
$346K - $438K
|
173K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-10.4K- 8.86% |
$447K - $567K
|
107K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-11K- 15.42% |
$473K - $600K
|
60.1K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11.2K- 18.17% |
$483K - $613K
|
50.4K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13.9K- 15.85% |
$600K - $762K
|
73.8K
$3.87M
|