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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28KNew |
$1.21M - $1.53M
|
28K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-108K- 62.84% |
$4.67M - $5.92M
|
63.9K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 8.57% |
$130 - $164
|
32
$1.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
23.6K+ 301.06% |
$1.02M - $1.29M
|
31.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
14.3KNew |
$618K - $784K
|
14.3K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.46K- 2.74% |
$106K - $135K
|
87.2K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-2.94K- 3.47% |
$127K - $161K
|
81.8K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 50.0% |
$1.56K - $1.97K
|
36
$1.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
4.83KNew |
$209K - $265K
|
4.83K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
6.13KNew |
$265K - $336K
|
6.13K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
48New |
$2.07K - $2.63K
|
48
$2.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
575+ 2.6% |
$24.8K - $31.5K
|
22.7K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
609+ 198.37% |
$26.3K - $33.4K
|
916
$48.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-29.5K- 41.85% |
$1.28M - $1.62M
|
41K
$2.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
142KNew |
$6.13M - $7.78M
|
142K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.87K- 17.34% |
$124K - $157K
|
13.7K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$1.21K - $1.53K
|
28
$1.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53- 0.79% |
$2.29K - $2.9K
|
6.68K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.9KNew |
$1.29M - $1.64M
|
29.9K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.3K- 64.71% |
$1.66M - $2.1M
|
20.9K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.3KNew |
$574K - $729K
|
13.3K
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$2.71M - $3.44M
|
62.8K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$37.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$320
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
863+ 7.18% |
$37.3K - $47.3K
|
12.9K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
26+ 0.51% |
$1.12K - $1.43K
|
5.12K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.02KNew |
$303K - $384K
|
7.02K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$164K - $208K
|
3.8K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 94.84% |
$99.3K - $126K
|
125
$6.67K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$302 - $384
|
7
$373
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$94.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
200New |
$8.64K - $11K
|
200
$10.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$43.2 - $54.8
|
23
$1.23K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
56New |
$2.42K - $3.07K
|
56
$2.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
79New |
$3.41K - $4.33K
|
79
$4.21K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
108New |
$4.67K - $5.92K
|
108
$5.76K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
7.72KNew |
$334K - $423K
|
7.72K
$412K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
605K+ 20.73% |
$22.5M - $30.1M
|
3.53M
$188M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.12K- 40.36% |
$191K - $254K
|
7.56K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
100KNew |
$3.72M - $4.97M
|
100K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-397K- 68.76% |
$14.8M - $19.8M
|
181K
$9.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-200- 0.65% |
$7.45K - $9.95K
|
30.6K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.85KNew |
$255K - $341K
|
6.85K
$365K
|
|