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 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
$8K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$249K - $314K
|
10K
$533K
|
|
|
Feb 17, 2021
Q4 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-37.6KClosed |
$937K - $1.18M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$373K - $472K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
35.3KNew |
$878K - $1.11M
|
35.3K
$1.88M
|
|
|
Feb 11, 2021
Q4 2020
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-62.8KClosed |
$1.56M - $1.97M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$281K - $355K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-242KClosed |
$6.03M - $7.62M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-599Closed |
$14.9K - $18.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-26KClosed |
$647K - $817K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$380K - $480K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200Closed |
$4.98K - $6.29K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Artemis Investment Management LLP
|
SELL
|
- |
-574KClosed |
$14.3M - $18.1M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 24.84% |
$49.8K - $62.9K
|
6.05K
$323K
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-300Closed |
$7.46K - $9.43K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Platform Technology Partners
|
SELL
|
- |
-8.82KClosed |
$208K - $261K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-71.7KClosed |
$1.69M - $2.12M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86KClosed |
$43.7K - $54.9K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-119KClosed |
$2.8M - $3.51M
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-300Closed |
$7.07K - $8.88K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-129- 56.33% |
$3.04K - $3.82K
|
100
$5.33K
|
|
|
Oct 06, 2020
Q3 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$246K - $309K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Oct 02, 2025
Q2 2020
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-594Closed |
$11.7K - $18.4K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-25KClosed |
$493K - $774K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$292K - $458K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-59.7KClosed |
$1.18M - $1.85M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Segantii Capital Management LTD
|
SELL
|
- |
-31KClosed |
$611K - $959K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-200Closed |
$3.94K - $6.19K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31KClosed |
$611K - $958K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-94KClosed |
$1.85M - $2.91M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-5KClosed |
$98.6K - $155K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.51K- 95.15% |
$77.1K - $156K
|
230
$12.3K
|
|
|
May 18, 2020
Q1 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$41K - $82.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-600KClosed |
$10.2M - $20.7M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
18.2KNew |
$311K - $627K
|
18.2K
$971K
|
|
|
May 05, 2020
Q1 2020
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$239K - $482K
|
14K
$746K
|
|
|
Apr 17, 2020
Q1 2020
|
Regent Investment Management LLC
|
SELL
|
- |
-8.2KClosed |
$140K - $282K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
350New |
$5.98K - $12.1K
|
350
$18.7K
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
300New |
$5.12K - $10.3K
|
300
$16K
|
|
|
Apr 03, 2020
Q1 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-648Closed |
$11.1K - $22.3K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$84 - $103
|
2.71K
$145K
|
|