Latest Institutional Transactions on Carlyle Group Inc. (CG)
This table provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.01KNew |
$103K - $128K
|
2.01K
$107K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43+ 34.4% |
$2.2K - $2.73K
|
168
$8.96K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
44+ 0.07% |
$2.25K - $2.79K
|
62.1K
$3.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.97% |
$35.8K - $44.4K
|
71.8K
$3.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-7.5K- 4.09% |
$384K - $476K
|
176K
$9.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.44K- 1.09% |
$176K - $218K
|
311K
$16.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73- 1.28% |
$3.73K - $4.63K
|
5.62K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
500New |
$25.6K - $31.7K
|
500
$26.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.57K- 3.09% |
$80.5K - $99.9K
|
49.3K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.75% |
$2.56K - $3.17K
|
6.74K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-275- 6.07% |
$14.1K - $17.5K
|
4.25K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3K+ 680.73% |
$154K - $191K
|
3.44K
$184K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 11.35% |
$1.64K - $2.03K
|
250
$13.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
950+ 6.28% |
$48.6K - $60.3K
|
16.1K
$858K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 11.32% |
$307 - $381
|
47
$2.51K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.56KNew |
$387K - $480K
|
7.56K
$403K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21+ 0.35% |
$1.07K - $1.33K
|
6.04K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-64- 1.55% |
$3.27K - $4.06K
|
4.06K
$216K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3New |
$153 - $190
|
3
$160
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.28K- 27.51% |
$65.4K - $81.2K
|
3.37K
$180K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.89K- 45.75% |
$403K - $501K
|
9.35K
$499K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-384- 2.64% |
$19.6K - $24.4K
|
14.2K
$756K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 4.43% |
$15.3K - $19K
|
6.47K
$345K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 32.87% |
$2.4K - $2.98K
|
190
$10.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
11K+ 71.07% |
$560K - $695K
|
26.4K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 6.57% |
$73.7K - $91.5K
|
20.5K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.71K+ 12.64% |
$87.5K - $109K
|
15.2K
$812K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-10.3K- 37.07% |
$526K - $652K
|
17.4K
$931K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
840+ 2.02% |
$43K - $53.3K
|
42.5K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
18.7K+ 43.09% |
$955K - $1.19M
|
62K
$3.31M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.49K- 5.71% |
$230K - $285K
|
74.2K
$3.96M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 28.57% |
$512 - $635
|
25
$1.33K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
24+ 0.11% |
$1.23K - $1.52K
|
21.8K
$1.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-368- 5.77% |
$18.8K - $23.4K
|
6.01K
$321K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 0.4% |
$4.5K - $5.59K
|
22.1K
$1.18M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 9.09% |
$205 - $254
|
40
$2.13K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.01% |
$7.42K - $9.2K
|
4.67K
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.91K+ 42.77% |
$200K - $248K
|
13.1K
$696K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-364- 9.58% |
$18.6K - $23.1K
|
3.44K
$183K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.2% |
$102 - $127
|
995
$53.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 6.71% |
$2K - $2.48K
|
620
$33.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.71K- 23.92% |
$139K - $172K
|
8.61K
$459K
|
|
|
Jan 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-22K- 3.53% |
$1.13M - $1.4M
|
603K
$32.2M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
450+ 5.25% |
$23K - $28.6K
|
9.01K
$481K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.28K+ 6.04% |
$120K - $158K
|
40K
$2.14M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$6.02K - $7.91K
|
114
$6.08K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
4.41KNew |
$233K - $306K
|
4.41K
$235K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
10.2K+ 23.39% |
$539K - $707K
|
53.8K
$2.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.99K+ 291.91% |
$105K - $138K
|
2.67K
$142K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
47+ 9.44% |
$2.48K - $3.26K
|
545
$29.1K
|
|