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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-376- 2.28% |
$19.9K - $26.1K
|
16.1K
$860K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.74K- 11.02% |
$145K - $190K
|
22.1K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.25KNew |
$172K - $225K
|
3.25K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.79K- 28.26% |
$359K - $471K
|
17.2K
$919K
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.23K- 1.95% |
$65.2K - $85.6K
|
62.1K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-546- 4.7% |
$28.8K - $37.9K
|
11.1K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
12.6K+ 21.04% |
$666K - $874K
|
72.5K
$3.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.17% |
$52.8 - $69.4
|
581
$31K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
82.1K+ 54.38% |
$4.34M - $5.69M
|
233K
$12.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.13K- 3.58% |
$165K - $217K
|
84.1K
$4.49M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.81KNew |
$201K - $264K
|
3.81K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
30.5KNew |
$1.61M - $2.12M
|
30.5K
$1.63M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$370 - $485
|
7
$373
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 21.74% |
$264 - $347
|
28
$1.49K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$178K - $234K
|
3.38K
$180K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$211 - $277
|
4
$213
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 81.47% |
$21.6K - $28.4K
|
911
$48.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
10New |
$528 - $694
|
10
$533
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
145+ 2.22% |
$7.66K - $10.1K
|
6.69K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.28K+ 11.46% |
$226K - $297K
|
41.6K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
273New |
$14.4K - $18.9K
|
273
$14.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-300- 4.92% |
$15.8K - $20.8K
|
5.8K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-246- 2.32% |
$13K - $17.1K
|
10.4K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
9.4KNew |
$497K - $652K
|
9.4K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.67KNew |
$194K - $254K
|
3.67K
$195K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-851- 20.04% |
$44.9K - $59K
|
3.4K
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
69New |
$3.64K - $4.79K
|
69
$3.68K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47+ 1.05% |
$2.48K - $3.26K
|
4.51K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3.29KNew |
$174K - $228K
|
3.29K
$175K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
261New |
$13.8K - $18.1K
|
261
$13.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$53.4K - $70.1K
|
1.01K
$53.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19KNew |
$168K - $221K
|
3.19K
$170K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.73KNew |
$197K - $258K
|
3.73K
$199K
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-172K- 34.02% |
$9.08M - $11.9M
|
334K
$17.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
27.3KNew |
$1.44M - $1.89M
|
27.3K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
11.7KNew |
$618K - $812K
|
11.7K
$624K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 14.71% |
$1.32K - $1.73K
|
195
$10.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 1.81% |
$264 - $347
|
282
$15K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.54% |
$634 - $832
|
2.24K
$120K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$52.8 - $69.4
|
240
$12.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-857- 8.56% |
$45.3K - $59.4K
|
9.16K
$488K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29K+ 5.66% |
$67.9K - $89.2K
|
24K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
794+ 6.24% |
$41.9K - $55.1K
|
13.5K
$721K
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-272- 63.85% |
$14.4K - $18.9K
|
154
$8.21K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
14.8KNew |
$784K - $1.03M
|
14.8K
$792K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-502- 6.91% |
$26.5K - $34.8K
|
6.77K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.49K+ 252.54% |
$78.7K - $103K
|
2.08K
$111K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-67.2K- 21.39% |
$3.55M - $4.66M
|
247K
$13.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-204- 0.76% |
$10.8K - $14.1K
|
26.5K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
34.7K+ 577666.69% |
$1.83M - $2.4M
|
34.7K
$1.85M
|
|