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 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.08K+ 13.03% |
$57K - $74.8K
|
9.36K
$499K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.6KNew |
$190K - $250K
|
3.6K
$192K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102+ 20.94% |
$5.39K - $7.07K
|
589
$31.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
263+ 3.45% |
$13.9K - $18.2K
|
7.89K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.13K+ 66.29% |
$59.6K - $78.3K
|
2.83K
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
895+ 8.36% |
$47.3K - $62.1K
|
11.6K
$619K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.57K- 1.51% |
$506K - $664K
|
624K
$33.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.01% |
$106 - $139
|
14.6K
$777K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-841- 2.25% |
$44.4K - $58.3K
|
36.6K
$1.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 6.72% |
$70.6K - $92.7K
|
21.2K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.92K+ 54.59% |
$524K - $688K
|
28.1K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
29K+ 16.26% |
$1.53M - $2.01M
|
207K
$11.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.06K- 18.46% |
$109K - $143K
|
9.11K
$486K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-559- 3.06% |
$29.5K - $38.8K
|
17.7K
$945K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.97K- 5.02% |
$157K - $206K
|
56.1K
$2.99M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-150- 0.2% |
$7.92K - $10.4K
|
75.1K
$4M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 5.8% |
$2.75K - $3.61K
|
949
$50.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50+ 10.0% |
$2.64K - $3.47K
|
550
$29.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
47New |
$2.48K - $3.26K
|
47
$2.51K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-5.75K- 44.27% |
$304K - $399K
|
7.24K
$386K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
701+ 1.02% |
$37K - $48.6K
|
69.3K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-657- 33.92% |
$34.7K - $45.6K
|
1.28K
$68.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$185K - $243K
|
3.5K
$187K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
258New |
$13.6K - $17.9K
|
258
$13.8K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.98K+ 104.02% |
$210K - $276K
|
7.81K
$417K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-22.4K- 16.27% |
$1.18M - $1.55M
|
115K
$6.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-136- 0.19% |
$7.18K - $9.43K
|
72.5K
$3.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-997- 12.47% |
$52.7K - $69.1K
|
7K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.8KNew |
$201K - $263K
|
3.8K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.47% |
$3.54K - $4.65K
|
14.2K
$758K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.6KNew |
$190K - $250K
|
3.6K
$192K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
54.5K+ 20.91% |
$2.88M - $3.78M
|
315K
$16.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
14.3K+ 13.51% |
$756K - $992K
|
120K
$6.41M
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.56K- 1.66% |
$82.4K - $108K
|
92.5K
$4.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
52K+ 16.79% |
$2.75M - $3.61M
|
362K
$19.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
831+ 3.42% |
$43.9K - $57.6K
|
25.1K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.75K- 29.8% |
$145K - $191K
|
6.49K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
54.2K+ 67.1% |
$2.86M - $3.76M
|
135K
$7.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
342+ 2.81% |
$18.1K - $23.7K
|
12.5K
$667K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
979+ 23.08% |
$51.7K - $67.9K
|
5.22K
$278K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.43KNew |
$181K - $238K
|
3.43K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
69.1K+ 1077.05% |
$3.65M - $4.79M
|
75.5K
$4.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
650+ 9.28% |
$34.3K - $45.1K
|
7.66K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.75K+ 517.8% |
$92.2K - $121K
|
2.08K
$111K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-25.3K- 80.19% |
$1.34M - $1.76M
|
6.25K
$333K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.89K- 13.72% |
$258K - $339K
|
30.7K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-759- 10.23% |
$40.1K - $52.6K
|
6.66K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
175New |
$9.24K - $12.1K
|
175
$9.33K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 3.21% |
$10.8K - $14.2K
|
6.59K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
479K+ 6.71% |
$25.3M - $33.2M
|
7.62M
$406M
|
|