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 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-11K- 15.42% |
$473K - $600K
|
60.1K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-15.6K- 21.22% |
$674K - $855K
|
57.9K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
15.8KNew |
$684K - $867K
|
15.8K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
283+ 4.26% |
$12.2K - $15.5K
|
6.93K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.83K+ 2.53% |
$165K - $210K
|
155K
$5.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
75.9KNew |
$3.28M - $4.16M
|
75.9K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$302 - $384
|
7
$256
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.34K- 13.97% |
$58K - $73.6K
|
8.27K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
14.1K+ 25.77% |
$607K - $770K
|
68.6K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.03KNew |
$217K - $276K
|
5.03K
$184K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.48K- 3.36% |
$63.7K - $80.8K
|
42.4K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-720- 2.63% |
$31.1K - $39.5K
|
26.6K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-20K- 18.08% |
$864K - $1.1M
|
90.6K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 18.75% |
$259 - $329
|
38
$1.39K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$65.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$8.64K - $11K
|
200
$7.32K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
11.7KNew |
$504K - $640K
|
11.7K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
405+ 253.13% |
$17.5K - $22.2K
|
565
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.11K+ 42.82% |
$178K - $225K
|
13.7K
$502K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
50+ 6.44% |
$2.16K - $2.74K
|
826
$30.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.1KNew |
$870K - $1.1M
|
20.1K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 37.24% |
$133K - $169K
|
11.4K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-730- 8.75% |
$31.5K - $40K
|
7.62K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-35.3K- 1.74% |
$1.53M - $1.94M
|
2M
$73M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$43.2 - $54.8
|
23
$842
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
4.65KNew |
$201K - $255K
|
4.65K
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
56New |
$2.42K - $3.07K
|
56
$2.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8New |
$346 - $438
|
8
$293
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
7.36KNew |
$318K - $403K
|
7.36K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$2.89K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-19K- 31.91% |
$821K - $1.04M
|
40.6K
$1.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
124+ 0.66% |
$5.36K - $6.8K
|
19.1K
$697K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$3.95K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.72KNew |
$334K - $423K
|
7.72K
$282K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
275K+ 8.18% |
$10.2M - $13.7M
|
3.63M
$133M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-2.12K- 2.97% |
$79.1K - $106K
|
69.4K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.12K- 40.36% |
$191K - $254K
|
7.56K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
100KNew |
$3.72M - $4.97M
|
100K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-397K- 68.76% |
$14.8M - $19.8M
|
181K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-200- 0.65% |
$7.45K - $9.95K
|
30.6K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.44K- 93.23% |
$90.7K - $121K
|
177
$6.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.85KNew |
$255K - $341K
|
6.85K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.9KNew |
$1.3M - $1.73M
|
34.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
76New |
$2.83K - $3.78K
|
76
$2.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
31.8KNew |
$1.18M - $1.58M
|
31.8K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
250+ 2.37% |
$9.31K - $12.4K
|
10.8K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
10.4KNew |
$387K - $517K
|
10.4K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14K+ 82.84% |
$521K - $696K
|
30.9K
$1.13M
|
|