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 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
550+ 0.55% |
$23.8K - $30.1K
|
101K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
541+ 4.34% |
$23.4K - $29.7K
|
13K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
514+ 26.93% |
$22.2K - $28.2K
|
2.42K
$88.7K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
509+ 10.27% |
$22K - $27.9K
|
5.46K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$21.6K - $27.4K
|
500
$18.3K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
497New |
$21.5K - $27.2K
|
497
$18.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495+ 54.52% |
$21.4K - $27.1K
|
1.4K
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
488+ 19.94% |
$21.1K - $26.7K
|
2.94K
$107K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
481+ 4.06% |
$20.8K - $26.4K
|
12.3K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
450+ 5.2% |
$19.4K - $24.7K
|
9.1K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
424+ 46.85% |
$18.3K - $23.2K
|
1.33K
$48.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 253.13% |
$17.5K - $22.2K
|
565
$20.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.94% |
$17.3K - $21.9K
|
43K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
396+ 10.24% |
$17.1K - $21.7K
|
4.26K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
375New |
$16.2K - $20.6K
|
375
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
356+ 0.49% |
$15.4K - $19.5K
|
73.4K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
344+ 4.13% |
$14.9K - $18.9K
|
8.66K
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
340+ 6.83% |
$14.7K - $18.6K
|
5.32K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
337+ 53.92% |
$14.6K - $18.5K
|
962
$35.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
329+ 10.02% |
$14.2K - $18K
|
3.61K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
327+ 149.32% |
$14.1K - $17.9K
|
546
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
306+ 6.23% |
$13.2K - $16.8K
|
5.22K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.51% |
$13K - $16.4K
|
58.6K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 3.53% |
$13K - $16.4K
|
8.8K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
296+ 31.73% |
$12.8K - $16.2K
|
1.23K
$45K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
283+ 4.26% |
$12.2K - $15.5K
|
6.93K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
266+ 1.5% |
$11.5K - $14.6K
|
18K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
258+ 0.56% |
$11.1K - $14.1K
|
46.6K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
252+ 0.54% |
$10.9K - $13.8K
|
46.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 23.69% |
$10.2K - $12.9K
|
1.23K
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
227+ 1.32% |
$9.81K - $12.4K
|
17.4K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
225+ 0.28% |
$9.72K - $12.3K
|
80.8K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
220+ 0.33% |
$9.5K - $12.1K
|
67.2K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
201+ 82.04% |
$8.68K - $11K
|
446
$16.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$8.64K - $11K
|
200
$7.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
148+ 0.22% |
$6.39K - $8.11K
|
67.8K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$25.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
136+ 53.33% |
$5.88K - $7.45K
|
391
$14.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
124+ 0.66% |
$5.36K - $6.8K
|
19.1K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
119+ 93.7% |
$5.14K - $6.52K
|
246
$9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119+ 5.52% |
$5.14K - $6.52K
|
2.27K
$83.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
116+ 236.73% |
$5.01K - $6.36K
|
165
$6.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 2.19% |
$4.75K - $6.03K
|
5.12K
$187K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$3.95K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.2% |
$4.32K - $5.48K
|
50K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$2.89K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
76+ 7.58% |
$3.28K - $4.17K
|
1.08K
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 79.17% |
$3.28K - $4.17K
|
172
$6.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 18.48% |
$3.15K - $4K
|
468
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
69+ 71.88% |
$2.98K - $3.78K
|
165
$6.04K
|