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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$333K - $456K
|
8.2K
$300K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
52New |
$2.11K - $2.89K
|
52
$1.9K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.39KClosed |
$390K - $504K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
40KNew |
$1.86M - $2.41M
|
40K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-26.8KClosed |
$1.25M - $1.61M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Samlyn Capital, LLC
New York, NY |
BUY
|
CALL |
2.01MNew |
$93.4M - $121M
|
2.01M
$73.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-35.8KClosed |
$1.67M - $2.16M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-1.37MClosed |
$63.6M - $82.2M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-8.74KClosed |
$407K - $526K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-109KClosed |
$5.09M - $6.58M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-22.3KClosed |
$1.04M - $1.34M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.32KClosed |
$201K - $260K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.04KClosed |
$48.4K - $62.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-100Closed |
$4.66K - $6.01K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$46.8K - $60.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-4.62KClosed |
$215K - $278K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
21KNew |
$978K - $1.26M
|
21K
$768K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-218Closed |
$10.1K - $13.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
35New |
$1.53K - $1.79K
|
35
$1.28K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-25Closed |
$1.09K - $1.28K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
20.2KNew |
$883K - $1.03M
|
20.2K
$739K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$1.53K - $1.79K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.83MClosed |
$124M - $144M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.7KClosed |
$205K - $240K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-7.2KClosed |
$315K - $368K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
SELL
|
- |
-14KClosed |
$612K - $715K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.01KClosed |
$44.2K - $51.7K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-4.43KClosed |
$194K - $226K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-19.2KClosed |
$839K - $981K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-7.56KClosed |
$330K - $386K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
183New |
$8K - $9.35K
|
183
$6.7K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-156Closed |
$5.82K - $7.33K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-14KClosed |
$523K - $658K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.34KClosed |
$274K - $345K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-500Closed |
$18.7K - $23.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-75Closed |
$2.8K - $3.52K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$187 - $235
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.97KNew |
$92.2K - $111K
|
2.97K
$109K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-105Closed |
$3.26K - $3.93K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-11.4KClosed |
$354K - $426K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-29Closed |
$900 - $1.08K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.54KClosed |
$78.9K - $95.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-178Closed |
$5.52K - $6.66K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400Closed |
$12.4K - $15K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-23.6KClosed |
$732K - $883K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$119K - $144K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-27.6K- 63.66% |
$855K - $1.03M
|
15.7K
$576K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$186 - $224
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
150New |
$4.65K - $5.61K
|
150
$5.49K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$249K - $314K
|
10K
$366K
|
|