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 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 3.77% |
$2.26K - $3.34K
|
1.79K
$95.3K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$383 - $565
|
11
$587
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.36KNew |
$187K - $276K
|
5.36K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-206- 23.6% |
$7.16K - $10.6K
|
667
$35.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 500.0% |
$174 - $257
|
6
$320
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 21.45% |
$2.37K - $3.5K
|
385
$20.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$348 - $514
|
10
$533
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.13K- 4.54% |
$39.2K - $57.9K
|
23.7K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$243 - $360
|
7
$373
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-561- 98.08% |
$19.5K - $28.8K
|
11
$587
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 1.93% |
$591 - $874
|
865
$46.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 18.18% |
$13.9K - $20.6K
|
1.8K
$96K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
281+ 175.63% |
$9.77K - $14.4K
|
441
$23.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
263+ 0.63% |
$9.15K - $13.5K
|
42K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36+ 189.47% |
$1.25K - $1.85K
|
55
$2.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
3KNew |
$104K - $154K
|
3K
$160K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-900- 11.21% |
$31.3K - $46.3K
|
7.13K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$104 - $154
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 50.0% |
$1.88K - $2.78K
|
54
$2.88K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.46KNew |
$155K - $229K
|
4.46K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-600- 0.67% |
$20.9K - $30.8K
|
89.5K
$4.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-81.6K- 92.64% |
$2.84M - $4.19M
|
6.48K
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.91KNew |
$171K - $252K
|
4.91K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
120KNew |
$4.18M - $6.18M
|
120K
$6.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$34.8 - $51.4
|
1
$53.3
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 2.31% |
$313 - $463
|
399
$21.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 8.7% |
$6.96K - $10.3K
|
2.1K
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6K+ 8.47% |
$209K - $308K
|
76.8K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 18.4% |
$54.5K - $80.5K
|
10.1K
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$1.18K - $1.75K
|
34
$1.81K
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
4KNew |
$139K - $206K
|
4K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
363+ 31.37% |
$12.6K - $18.7K
|
1.52K
$81.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$57.9K - $85.5K
|
1.66K
$88.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
737New |
$25.6K - $37.9K
|
737
$39.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$104 - $154
|
10.5K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$148K - $218K
|
4.25K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.53KNew |
$157K - $233K
|
4.53K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 11.19% |
$1.15K - $1.7K
|
262
$14K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$243 - $360
|
7
$373
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-713- 13.86% |
$24.8K - $36.6K
|
4.43K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 9.13% |
$696 - $1.03K
|
199
$10.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.53KNew |
$123K - $181K
|
3.53K
$188K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9+ 0.27% |
$313 - $463
|
3.36K
$179K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.54% |
$34.8 - $51.4
|
66
$3.52K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.65K+ 5.76% |
$92K - $136K
|
48.6K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 38.46% |
$2.61K - $3.86K
|
120
$6.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31New |
$1.08K - $1.59K
|
31
$1.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Hoertkorn Richard Charles
|
SELL
|
- |
-4K- 16.67% |
$139K - $206K
|
20K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.81% |
$243 - $360
|
393
$21K
|
|
| Q1 2025 | |||||||
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11K+ 69.61% |
$441K - $627K
|
26.8K
$1.43M
|
|