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 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-50- 0.85% |
$2.64K - $3.47K
|
5.81K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 0.5% |
$2.32K - $3.05K
|
8.85K
$472K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-87- 0.53% |
$4.6K - $6.03K
|
16.3K
$871K
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.21K+ 40.03% |
$275K - $361K
|
18.2K
$971K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.96K+ 95.84% |
$104K - $136K
|
4.01K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.51K- 16.76% |
$79.8K - $105K
|
7.5K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
586+ 563.46% |
$31K - $40.6K
|
690
$36.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$233K - $306K
|
4.41K
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-41.1K- 22.4% |
$2.17M - $2.85M
|
142K
$7.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
2.47K+ 1.72% |
$131K - $171K
|
146K
$7.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-45K- 42.05% |
$2.38M - $3.12M
|
62K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.7KNew |
$775K - $1.02M
|
14.7K
$783K
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
16.7KNew |
$882K - $1.16M
|
16.7K
$890K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.26K+ 48.53% |
$172K - $226K
|
9.99K
$533K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
74.2K+ 11.29% |
$3.92M - $5.14M
|
731K
$39M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.98% |
$52.8 - $69.4
|
103
$5.49K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25KNew |
$1.32M - $1.73M
|
25K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
35.5K+ 6.79% |
$1.88M - $2.46M
|
559K
$29.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.28K+ 9.67% |
$121K - $158K
|
25.9K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
16.1K+ 50.6% |
$850K - $1.12M
|
47.9K
$2.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.2KNew |
$169K - $222K
|
3.2K
$171K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.52K- 71.7% |
$80.3K - $105K
|
600
$32K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-700- 3.38% |
$37K - $48.5K
|
20K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
28.3K+ 18.28% |
$1.5M - $1.96M
|
183K
$9.77M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 56.03% |
$1.54M - $2.03M
|
81.5K
$4.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
23.6K+ 200.74% |
$1.25M - $1.64M
|
35.4K
$1.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-803- 33.73% |
$42.4K - $55.7K
|
1.58K
$84.2K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-40- 50.63% |
$2.11K - $2.77K
|
39
$2.08K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.95KNew |
$314K - $413K
|
5.95K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-216- 1.74% |
$11.4K - $15K
|
12.2K
$651K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
10.8K+ 21.09% |
$570K - $749K
|
62K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.18K- 8.03% |
$379K - $498K
|
82.3K
$4.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-23.8K- 47.54% |
$1.26M - $1.65M
|
26.3K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.72KNew |
$196K - $258K
|
3.72K
$198K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
951+ 185.74% |
$50.2K - $66K
|
1.46K
$78K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
1.38K+ 30.5% |
$72.9K - $95.8K
|
5.91K
$315K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.62K+ 17.17% |
$85.7K - $113K
|
11.1K
$591K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-86.4K- 30.57% |
$4.56M - $5.99M
|
196K
$10.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.29KNew |
$174K - $228K
|
3.29K
$176K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.74K+ 23.58% |
$92.1K - $121K
|
9.14K
$487K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-56.4K- 28.94% |
$2.98M - $3.91M
|
139K
$7.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 0.21% |
$423 - $555
|
3.78K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
708New |
$37.4K - $49.1K
|
708
$37.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
93.3K+ 19.23% |
$4.93M - $6.47M
|
578K
$30.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Meketa Investment Group Inc /Adv
Westwood, MA |
SELL
|
- |
-3.47K- 10.89% |
$183K - $241K
|
28.4K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.52K+ 24.69% |
$80.2K - $105K
|
7.67K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6.38K- 86.84% |
$337K - $443K
|
967
$51.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-100- 0.53% |
$5.28K - $6.93K
|
18.8K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.18% |
$475 - $624
|
5.15K
$274K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.18K+ 46.21% |
$62.5K - $82.1K
|
3.75K
$200K
|
|