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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
19.2K+ 19.14% |
$1.02M - $1.33M
|
120K
$6.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
373+ 1.72% |
$19.7K - $25.9K
|
22K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8.77KNew |
$463K - $608K
|
8.77K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.92K- 25.02% |
$154K - $203K
|
8.75K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.32K+ 7.49% |
$69.8K - $91.6K
|
19K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
702New |
$37.1K - $48.7K
|
702
$37.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.72K- 2.19% |
$90.7K - $119K
|
76.7K
$4.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
1.32K+ 2.63% |
$69.8K - $91.6K
|
51.6K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.6% |
$423 - $555
|
1.34K
$71.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-20.6K- 25.31% |
$1.09M - $1.43M
|
60.6K
$3.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
SELL
|
- |
-3.91K- 5.62% |
$206K - $271K
|
65.7K
$3.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
9.13KNew |
$482K - $633K
|
9.13K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.57KNew |
$400K - $525K
|
7.57K
$404K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
5+ 0.04% |
$264 - $347
|
13.2K
$703K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-203- 76.32% |
$10.7K - $14.1K
|
63
$3.36K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-9.66K- 52.56% |
$510K - $670K
|
8.72K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.67K+ 0.89% |
$88.2K - $116K
|
188K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
775+ 6.1% |
$40.9K - $53.7K
|
13.5K
$719K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.43K- 33.08% |
$128K - $169K
|
4.92K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
11.2K+ 2.14% |
$592K - $777K
|
535K
$28.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 3.56% |
$31.7K - $41.6K
|
16.2K
$867K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.4K- 10.13% |
$391K - $513K
|
65.6K
$3.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.97K+ 9.94% |
$104K - $136K
|
21.7K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-49.1K- 7.82% |
$2.59M - $3.41M
|
579K
$30.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$1.16K - $1.53K
|
22
$1.17K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 1.03% |
$845 - $1.11K
|
1.58K
$84K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
954+ 6.16% |
$50.4K - $66.2K
|
16.4K
$876K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-77- 0.31% |
$4.07K - $5.34K
|
24.6K
$1.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 13.33% |
$423 - $555
|
68
$3.63K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
112+ 41.18% |
$5.92K - $7.77K
|
384
$20.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
882+ 10.99% |
$46.6K - $61.2K
|
8.91K
$475K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
22New |
$1.16K - $1.53K
|
22
$1.17K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
49.1K+ 111.06% |
$2.6M - $3.41M
|
93.4K
$4.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-3.9K- 37.25% |
$206K - $270K
|
6.57K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
107New |
$5.65K - $7.42K
|
107
$5.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.24K+ 26.16% |
$65.3K - $85.7K
|
5.96K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
111New |
$5.86K - $7.7K
|
111
$5.92K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.28K+ 20.2% |
$173K - $227K
|
19.5K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.36K- 10.73% |
$71.9K - $94.4K
|
11.3K
$604K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
638+ 5.66% |
$33.7K - $44.2K
|
11.9K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-811- 14.85% |
$42.8K - $56.2K
|
4.65K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
70.4K+ 846.59% |
$3.72M - $4.88M
|
78.7K
$4.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3K+ 17.53% |
$158K - $208K
|
20.1K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.21K+ 17.59% |
$222K - $292K
|
28.2K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.8K+ 20.14% |
$465K - $610K
|
52.5K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.77K- 2.02% |
$93.4K - $123K
|
85.8K
$4.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 20.13% |
$802K - $1.05M
|
60.2K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 15.99% |
$160K - $210K
|
21.9K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.4K- 1.73% |
$74.1K - $97.2K
|
79.6K
$4.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
642New |
$33.9K - $44.5K
|
642
$34.2K
|
|