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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
24.1K+ 74.99% |
$840K - $1.24M
|
56.3K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
12KNew |
$419K - $619K
|
12K
$642K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
393+ 8.51% |
$13.7K - $20.2K
|
5.01K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
15.4KNew |
$534K - $789K
|
15.4K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
17.6KNew |
$611K - $902K
|
17.6K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 126.67% |
$661 - $977
|
34
$1.81K
|
|
|
Aug 14, 2025
Q2 2025
|
Woodbridge CO LTD
Toronto, A6 |
BUY
|
- |
63KNew |
$2.19M - $3.24M
|
63K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
500New |
$17.4K - $25.7K
|
500
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 23.91% |
$1.15K - $1.7K
|
171
$9.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-89.2K- 18.5% |
$3.1M - $4.58M
|
393K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-185- 2.39% |
$6.43K - $9.51K
|
7.56K
$403K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-350- 6.75% |
$12.2K - $18K
|
4.84K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.6KNew |
$3.12M - $4.61M
|
89.6K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.97KNew |
$138K - $204K
|
3.97K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 200.0% |
$348 - $514
|
15
$800
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
21New |
$730 - $1.08K
|
21
$1.12K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
292New |
$10.2K - $15K
|
292
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.74K- 93.77% |
$95.3K - $141K
|
182
$9.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
700K+ 13.36% |
$24.3M - $36M
|
5.94M
$317M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
34KNew |
$1.18M - $1.75M
|
34K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.75K+ 6.96% |
$60.9K - $90K
|
26.9K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.11K+ 81.77% |
$73.3K - $108K
|
4.69K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
4.2K+ 2.95% |
$146K - $216K
|
146K
$7.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
27.9KNew |
$969K - $1.43M
|
27.9K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
4.42KNew |
$154K - $227K
|
4.42K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
65New |
$2.26K - $3.34K
|
65
$3.47K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.95KNew |
$137K - $203K
|
3.95K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
38.4KNew |
$1.33M - $1.97M
|
38.4K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
4.24KNew |
$147K - $218K
|
4.24K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 50.7% |
$1.25K - $1.85K
|
35
$1.87K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35New |
$1.22K - $1.8K
|
35
$1.87K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
21.6K+ 35.23% |
$751K - $1.11M
|
82.8K
$4.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4KNew |
$139K - $206K
|
4K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
250New |
$8.7K - $12.9K
|
250
$13.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4New |
$139 - $206
|
4
$213
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 0.46% |
$730 - $1.08K
|
4.54K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.63KNew |
$230K - $341K
|
6.63K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-53K- 6.49% |
$1.84M - $2.72M
|
764K
$40.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 31.78% |
$1.43K - $2.11K
|
170
$9.07K
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
31.3K+ 17.69% |
$1.09M - $1.61M
|
208K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-218- 47.91% |
$7.58K - $11.2K
|
237
$12.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.48K- 9.88% |
$121K - $179K
|
31.8K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-456- 12.87% |
$15.9K - $23.4K
|
3.09K
$165K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-418- 32.15% |
$14.5K - $21.5K
|
882
$47K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 41.67% |
$696 - $1.03K
|
28
$1.49K
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-71.2K- 56.87% |
$2.48M - $3.66M
|
54K
$2.88M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 340.0% |
$1.18K - $1.75K
|
44
$2.35K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 16.67% |
$730 - $1.08K
|
105
$5.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-217- 9.37% |
$7.55K - $11.2K
|
2.1K
$112K
|
|