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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 15.28% |
$51.3K - $73K
|
7.11K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1K - $1.42K
|
35
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 38.76% |
$131K - $186K
|
11.7K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
439New |
$17.6K - $25K
|
439
$23.4K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$584K - $832K
|
14.6K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$4.85K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$20K - $28.5K
|
500
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-32.6K- 86.47% |
$1.3M - $1.86M
|
5.1K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
1.6KNew |
$64K - $91.1K
|
1.6K
$85.3K
|
|
|
May 15, 2025
Q1 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
CALL |
120KNew |
$4.8M - $6.84M
|
120K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-347K- 81.31% |
$13.9M - $19.8M
|
79.8K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-132K- 67.86% |
$5.3M - $7.55M
|
62.8K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
132KNew |
$5.29M - $7.52M
|
132K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-32.9K- 91.65% |
$1.32M - $1.87M
|
3K
$160K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
215+ 3.5% |
$8.61K - $12.2K
|
6.37K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30New |
$1.2K - $1.71K
|
30
$1.6K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
12.5K+ 100.0% |
$500K - $712K
|
25K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$8.01K - $11.4K
|
200
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.31KNew |
$92.4K - $131K
|
2.31K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-34K- 9.99% |
$1.36M - $1.94M
|
306K
$16.3M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.36KNew |
$335K - $476K
|
8.36K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.79% |
$801 - $1.14K
|
2.56K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
18.7KNew |
$747K - $1.06M
|
18.7K
$995K
|
|
|
May 08, 2025
Q1 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-153K- 2.87% |
$6.13M - $8.72M
|
5.18M
$276M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.1K+ 69.38% |
$324K - $461K
|
19.8K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$721 - $1.03K
|
18
$960
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5K+ 83.33% |
$200K - $285K
|
11K
$587K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
342New |
$13.7K - $19.5K
|
342
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 1.48% |
$640 - $911
|
1.1K
$58.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
200+ 2.27% |
$8.01K - $11.4K
|
9K
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.01% |
$80.1 - $114
|
26.1K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
17KNew |
$681K - $968K
|
17K
$907K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40.6K- 44.82% |
$1.63M - $2.31M
|
50K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$4.85K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
297New |
$11.9K - $16.9K
|
297
$15.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.4K- 22.28% |
$456K - $648K
|
39.7K
$2.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
24New |
$961 - $1.37K
|
24
$1.28K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-982- 5.99% |
$39.3K - $55.9K
|
15.4K
$822K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 9.09% |
$20K - $28.5K
|
5K
$267K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 253.85% |
$1.32K - $1.88K
|
46
$2.45K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 5.87% |
$1.16M - $1.47M
|
483K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-9.7K- 23.32% |
$419K - $532K
|
31.9K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
375New |
$16.2K - $20.6K
|
375
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
89.6KNew |
$3.87M - $4.91M
|
89.6K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
568New |
$24.5K - $31.1K
|
568
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
6.32KNew |
$273K - $346K
|
6.32K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Capital, LLC
Westwood, MA |
BUY
|
- |
47.3KNew |
$2.05M - $2.6M
|
47.3K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
460KNew |
$19.9M - $25.2M
|
460K
$24.5M
|
|