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 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
210New |
$11.1K - $14.6K
|
210
$11.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
983+ 8.73% |
$51.9K - $68.2K
|
12.2K
$653K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
639+ 55.57% |
$33.8K - $44.3K
|
1.79K
$95.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-857- 0.14% |
$45.3K - $59.4K
|
625K
$33.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.3K+ 12.42% |
$491K - $645K
|
84.2K
$4.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 17.78% |
$423 - $555
|
53
$2.83K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.97KNew |
$210K - $276K
|
3.97K
$212K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.23K+ 2.48% |
$118K - $154K
|
91.9K
$4.9M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.04% |
$52.8 - $69.4
|
2.84K
$152K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.32KNew |
$176K - $230K
|
3.32K
$177K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-503- 9.45% |
$26.6K - $34.9K
|
4.82K
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 76.92% |
$528 - $694
|
23
$1.23K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.95K- 6.66% |
$103K - $135K
|
27.3K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
6.45K+ 0.97% |
$341K - $448K
|
673K
$35.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
57+ 1.01% |
$3.01K - $3.95K
|
5.67K
$303K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
549+ 9.42% |
$29K - $38.1K
|
6.38K
$340K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-124- 11.1% |
$6.55K - $8.6K
|
993
$53K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
83.1KNew |
$4.39M - $5.76M
|
83.1K
$4.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$264 - $347
|
5
$267
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-343K- 88.78% |
$18.1M - $23.8M
|
43.3K
$2.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Gfg Capital, LLC
|
BUY
|
- |
50.9KNew |
$2.69M - $3.53M
|
50.9K
$2.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.1KNew |
$799K - $1.05M
|
15.1K
$807K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-779- 2.73% |
$41.1K - $54K
|
27.7K
$1.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
7.33KNew |
$387K - $508K
|
7.33K
$391K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-120- 2.83% |
$6.34K - $8.32K
|
4.12K
$220K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
522+ 6.49% |
$27.6K - $36.2K
|
8.56K
$457K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
50.7K+ 54.23% |
$1.76M - $2.61M
|
144K
$7.69M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.99M+ 915.78% |
$104M - $154M
|
3.31M
$177M
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-1K- 14.29% |
$34.8K - $51.4K
|
6K
$320K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
27.9K+ 20.67% |
$970K - $1.43M
|
163K
$8.68M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$383 - $565
|
11
$587
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$34.9K - $51.6K
|
1K
$53.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
67+ 23.1% |
$2.33K - $3.44K
|
357
$19K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 2.31% |
$522 - $771
|
665
$35.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7+ 3.43% |
$243 - $360
|
211
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
135+ 1.29% |
$4.7K - $6.94K
|
10.6K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.78KNew |
$340K - $503K
|
9.78K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
495KNew |
$17.2M - $25.5M
|
495K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-821- 6.32% |
$28.6K - $42.2K
|
12.2K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.68KNew |
$163K - $241K
|
4.68K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$157K - $231K
|
4.5K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.91KNew |
$275K - $406K
|
7.91K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
544KNew |
$18.9M - $28M
|
544K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$3.48M - $5.14M
|
100K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 90.0% |
$939 - $1.39K
|
3
$160
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-802- 7.58% |
$27.9K - $41.2K
|
9.78K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-200- 3.83% |
$6.96K - $10.3K
|
5.03K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
549KNew |
$19.1M - $28.2M
|
549K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
99KNew |
$3.44M - $5.09M
|
99K
$5.28M
|
|