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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.93K- 33.65% |
$127K - $161K
|
5.78K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.94K+ 6.04% |
$213K - $271K
|
86.7K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.25KNew |
$184K - $233K
|
4.25K
$156K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 94.84% |
$99.3K - $126K
|
125
$4.57K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-357- 0.77% |
$15.4K - $19.6K
|
46.2K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.67% |
$13K - $16.4K
|
44.2K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
116+ 236.73% |
$5.01K - $6.36K
|
165
$6.04K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495+ 54.52% |
$21.4K - $27.1K
|
1.4K
$51.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.44KNew |
$235K - $298K
|
5.44K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 79.17% |
$3.28K - $4.17K
|
172
$6.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 18.48% |
$3.15K - $4K
|
468
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.47K- 1.47% |
$63.6K - $80.7K
|
98.7K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-26.3K- 3.41% |
$1.14M - $1.44M
|
745K
$27.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.36K- 2.16% |
$58.6K - $74.4K
|
61.6K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.51% |
$13K - $16.4K
|
58.6K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-57- 1.27% |
$2.46K - $3.12K
|
4.43K
$162K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 15.79% |
$259 - $329
|
44
$1.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-59.6K- 39.02% |
$2.57M - $3.27M
|
93.1K
$3.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
69+ 71.88% |
$2.98K - $3.78K
|
165
$6.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-210- 4.34% |
$9.07K - $11.5K
|
4.63K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.54K+ 43.54% |
$326K - $413K
|
24.9K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.89K+ 1.57% |
$341K - $433K
|
510K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
53+ 10.27% |
$2.29K - $2.9K
|
569
$20.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
500New |
$21.6K - $27.4K
|
500
$18.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.72K- 16.17% |
$161K - $204K
|
19.3K
$705K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
890+ 8090.91% |
$38.4K - $48.8K
|
901
$33K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-111K- 70.41% |
$4.8M - $6.08M
|
46.7K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 9.69% |
$80.5K - $102K
|
17.4K
$635K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-132- 1.08% |
$5.7K - $7.23K
|
12.1K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$43.2 - $54.8
|
1
$36.6
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
18.5K+ 6.53% |
$801K - $1.02M
|
302K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.18K+ 0.46% |
$51K - $64.7K
|
257K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.33K+ 41.77% |
$360K - $456K
|
28.3K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.94K- 33.41% |
$127K - $161K
|
5.85K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-6.2K- 0.88% |
$268K - $340K
|
698K
$25.5M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-365- 1.49% |
$15.8K - $20K
|
24.1K
$880K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 3.72% |
$67K - $85.1K
|
40.2K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
225+ 0.28% |
$9.72K - $12.3K
|
80.8K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
722+ 6.83% |
$31.2K - $39.6K
|
11.3K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 15.72% |
$55K - $69.7K
|
9.37K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
17.8KNew |
$770K - $977K
|
17.8K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.08% |
$173 - $219
|
4.94K
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
481+ 4.06% |
$20.8K - $26.4K
|
12.3K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
327+ 149.32% |
$14.1K - $17.9K
|
546
$20K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92KNew |
$82.9K - $105K
|
1.92K
$70.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
329+ 10.02% |
$14.2K - $18K
|
3.61K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.2KNew |
$138K - $175K
|
3.2K
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-11K- 15.42% |
$473K - $600K
|
60.1K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.27KNew |
$185K - $234K
|
4.27K
$156K
|