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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.84KNew |
$203K - $266K
|
3.84K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-166K- 94.86% |
$8.77M - $11.5M
|
9K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.44K+ 64.88% |
$182K - $239K
|
8.75K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-47- 0.25% |
$2.48K - $3.26K
|
19K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.36K+ 119.42% |
$283K - $372K
|
9.84K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.3K+ 8.2% |
$1.6M - $2.1M
|
400K
$21.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
711+ 12.12% |
$37.6K - $49.3K
|
6.58K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.47KNew |
$183K - $241K
|
3.47K
$185K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.08K- 12.34% |
$56.8K - $74.6K
|
7.64K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
262New |
$13.8K - $18.2K
|
262
$14K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
BUY
|
- |
9.36K+ 25.99% |
$494K - $649K
|
45.4K
$2.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-70- 0.1% |
$3.7K - $4.85K
|
72K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
14.8K+ 13.87% |
$782K - $1.03M
|
122K
$6.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
66.9K+ 70.64% |
$3.53M - $4.64M
|
162K
$8.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-426K- 28.91% |
$22.5M - $29.6M
|
1.05M
$55.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-31.6K- 15.55% |
$1.67M - $2.19M
|
172K
$9.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.89K- 20.6% |
$417K - $547K
|
30.4K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 8.85% |
$80.4K - $106K
|
15.7K
$836K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.3K+ 17.57% |
$385K - $506K
|
48.8K
$2.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.12% |
$1.74K - $2.29K
|
1.59K
$84.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
927+ 9.83% |
$49K - $64.3K
|
10.4K
$552K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
143+ 29.12% |
$7.55K - $9.92K
|
634
$33.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-574- 67.77% |
$30.3K - $39.8K
|
273
$14.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 50.0% |
$5.28K - $6.93K
|
300
$16K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-43- 0.82% |
$2.27K - $2.98K
|
5.2K
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.78K- 10.44% |
$147K - $193K
|
23.8K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 23.28% |
$1.43K - $1.87K
|
143
$7.63K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
795+ 99.5% |
$42K - $55.1K
|
1.59K
$85K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.15KNew |
$219K - $288K
|
4.15K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-12.6K- 61.46% |
$668K - $877K
|
7.93K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.15K- 8.42% |
$60.7K - $79.8K
|
12.5K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
15K+ 14.06% |
$790K - $1.04M
|
121K
$6.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-156- 1.14% |
$8.24K - $10.8K
|
13.6K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-580- 8.85% |
$30.6K - $40.2K
|
5.97K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
3.41K+ 8.73% |
$180K - $236K
|
42.5K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.74KNew |
$409K - $537K
|
7.74K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.59KNew |
$190K - $249K
|
3.59K
$192K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.47K- 8.26% |
$236K - $310K
|
49.7K
$2.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.71K+ 5.0% |
$90.3K - $119K
|
35.9K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.37% |
$1.16K - $1.53K
|
6.02K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 40.0% |
$528 - $694
|
35
$1.87K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.44K+ 8.46% |
$340K - $447K
|
82.6K
$4.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.3K+ 8.05% |
$4.45M - $5.85M
|
1.13M
$60.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
23.9K+ 28.69% |
$1.26M - $1.66M
|
107K
$5.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10.5K+ 22.02% |
$553K - $727K
|
58K
$3.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.3K+ 11.7% |
$597K - $784K
|
108K
$5.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
714K+ 2.89% |
$37.7M - $49.5M
|
25.4M
$1.36B
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.79K+ 3.62% |
$306K - $401K
|
166K
$8.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
76+ 6.06% |
$4.01K - $5.27K
|
1.33K
$71K
|
|