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
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.8KNew |
$508K - $645K
|
11.8K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
900+ 9.3% |
$38.9K - $49.3K
|
10.6K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
633New |
$27.3K - $34.7K
|
633
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
16KNew |
$690K - $876K
|
16K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
195KNew |
$8.44M - $10.7M
|
195K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.33K+ 13.65% |
$230K - $292K
|
44.4K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 8.57% |
$130 - $164
|
32
$1.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Meketa Investment Group Inc /Adv
Westwood, MA |
BUY
|
- |
47.3KNew |
$2.05M - $2.6M
|
47.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
660+ 0.77% |
$28.5K - $36.2K
|
85.9K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
227+ 1.32% |
$9.81K - $12.4K
|
17.4K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
23.6K+ 301.06% |
$1.02M - $1.29M
|
31.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
434K+ 65.93% |
$18.7M - $23.8M
|
1.09M
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-15.8K- 7.55% |
$685K - $868K
|
194K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-165- 0.1% |
$7.13K - $9.04K
|
162K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.79K- 17.67% |
$164K - $208K
|
17.7K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
30.6K+ 23688.37% |
$1.32M - $1.67M
|
30.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.8K- 12.79% |
$1.37M - $1.74M
|
217K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-638- 64.57% |
$27.6K - $35K
|
350
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-277- 0.39% |
$12K - $15.2K
|
71.3K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-976- 1.91% |
$42.2K - $53.5K
|
50.2K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-718- 8.3% |
$31K - $39.4K
|
7.94K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
143KNew |
$6.16M - $7.82M
|
143K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.6K+ 9.71% |
$2.49M - $3.16M
|
651K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
610+ 0.64% |
$26.4K - $33.4K
|
96.3K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
27K+ 274.88% |
$1.17M - $1.48M
|
36.9K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
40.6K+ 33.97% |
$1.75M - $2.23M
|
160K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-40.1K- 1.74% |
$1.73M - $2.2M
|
2.26M
$82.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.4K+ 22.1% |
$577K - $732K
|
73.8K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.54KNew |
$283K - $358K
|
6.54K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.72K- 21.11% |
$204K - $258K
|
17.6K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 7.83% |
$950 - $1.21K
|
303
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.09% |
$216 - $274
|
5.62K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$528K - $670K
|
12.2K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
57.5K+ 14.81% |
$2.48M - $3.15M
|
446K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-197- 1.29% |
$8.51K - $10.8K
|
15K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 23.69% |
$10.2K - $12.9K
|
1.23K
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
912+ 6.2% |
$39.4K - $50K
|
15.6K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-868- 2.01% |
$37.5K - $47.6K
|
42.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
266+ 1.5% |
$11.5K - $14.6K
|
18K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-200K- 28.86% |
$8.65M - $11M
|
493K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
20.7K+ 41.07% |
$896K - $1.14M
|
71.3K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.19K+ 0.16% |
$138K - $175K
|
2.05M
$75.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
50.8K+ 0.26% |
$2.19M - $2.78M
|
19.8M
$724M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.59K+ 54.66% |
$198K - $251K
|
13K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10.3K+ 9.44% |
$444K - $563K
|
119K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-14.1K- 4.94% |
$607K - $770K
|
271K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.33K+ 87.4% |
$187K - $237K
|
9.28K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-51.7K- 11.88% |
$2.23M - $2.83M
|
383K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
CALL |
-16.2K- 26.6% |
$700K - $888K
|
44.7K
$1.64M
|