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 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 5.35% |
$45.9K - $58.2K
|
20.9K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
220+ 0.33% |
$9.5K - $12.1K
|
67.2K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.22% |
$734 - $932
|
7.84K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 31.15% |
$821 - $1.04K
|
42
$1.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66MNew |
$71.7M - $91M
|
1.66M
$60.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.3K- 64.71% |
$1.66M - $2.1M
|
20.9K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
13.3KNew |
$574K - $729K
|
13.3K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-86.9K- 88.26% |
$3.76M - $4.76M
|
11.6K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62.8KNew |
$2.71M - $3.44M
|
62.8K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.09K- 8.53% |
$90.1K - $114K
|
22.4K
$818K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 9.76% |
$518 - $658
|
135
$4.94K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.16K- 1.9% |
$93.4K - $119K
|
111K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
143+ 25.44% |
$6.18K - $7.84K
|
705
$25.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-172- 0.22% |
$7.43K - $9.43K
|
77.7K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.55% |
$518 - $658
|
2.2K
$80.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2New |
$86.4 - $110
|
2
$73.2
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
296+ 31.73% |
$12.8K - $16.2K
|
1.23K
$45K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$259 - $329
|
6
$220
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.47K+ 2469.0% |
$107K - $135K
|
2.57K
$94K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-33.6K- 45.3% |
$1.45M - $1.84M
|
40.6K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
424+ 46.85% |
$18.3K - $23.2K
|
1.33K
$48.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
396+ 10.24% |
$17.1K - $21.7K
|
4.26K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-11.2K- 18.17% |
$483K - $613K
|
50.4K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
550+ 0.55% |
$23.8K - $30.1K
|
101K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
863+ 7.18% |
$37.3K - $47.3K
|
12.9K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
26+ 0.51% |
$1.12K - $1.43K
|
5.12K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.94% |
$17.3K - $21.9K
|
43K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.52KNew |
$238K - $302K
|
5.52K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 12.53% |
$49.4K - $62.7K
|
7.98K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52+ 0.65% |
$2.25K - $2.85K
|
8.06K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.5K- 4.25% |
$628K - $797K
|
328K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.17K- 4.58% |
$50.3K - $63.9K
|
24.3K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
497New |
$21.5K - $27.2K
|
497
$18.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-5.5K- 8.76% |
$238K - $301K
|
57.3K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.02KNew |
$303K - $384K
|
7.02K
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 0.76% |
$8.64K - $11K
|
26.1K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-15.2K- 51.89% |
$655K - $831K
|
14.1K
$515K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$164K - $208K
|
3.8K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 1.68% |
$259 - $329
|
351
$12.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
148+ 0.22% |
$6.39K - $8.11K
|
67.8K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
484KNew |
$20.9M - $26.5M
|
484K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-653- 9.82% |
$28.2K - $35.8K
|
6K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 6.04% |
$100K - $127K
|
40.7K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.29K+ 10.6% |
$55.8K - $70.8K
|
13.5K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
750+ 2.75% |
$32.4K - $41.1K
|
28.1K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-450- 6.65% |
$19.4K - $24.7K
|
6.31K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8K- 4.41% |
$346K - $438K
|
173K
$6.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 4.77% |
$1.77K - $2.25K
|
900
$32.9K
|