Latest Institutional Purchases of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
342K+ 97.77% |
$13.7M - $19.5M
|
692K
$24.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
306KNew |
$12.3M - $17.5M
|
306K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
216K+ 684.49% |
$8.66M - $12.3M
|
248K
$8.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
149K+ 62.59% |
$5.95M - $8.47M
|
386K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
89.5K+ 9305.41% |
$3.58M - $5.1M
|
90.5K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
37.7K+ 26.85% |
$1.51M - $2.15M
|
178K
$6.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10.2KNew |
$409K - $582K
|
10.2K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$305K - $434K
|
7.63K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6.5K+ 46.98% |
$260K - $370K
|
20.3K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$233K - $332K
|
5.82K
$209K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.61K+ 105.51% |
$225K - $320K
|
10.9K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.17K+ 106.82% |
$207K - $295K
|
10K
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4K+ 61.83% |
$160K - $228K
|
10.5K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.02K+ 36.38% |
$121K - $172K
|
11.3K
$405K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.24K+ 28.33% |
$49.8K - $70.9K
|
5.64K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
867+ 14450.0% |
$34.7K - $49.4K
|
873
$31.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
818+ 12.96% |
$32.7K - $46.6K
|
7.13K
$256K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
561+ 5100.0% |
$22.5K - $32K
|
572
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
525+ 117.19% |
$21K - $29.9K
|
973
$34.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
314+ 6.5% |
$12.6K - $17.9K
|
5.15K
$184K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
240+ 97.56% |
$9.61K - $13.7K
|
486
$17.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
200+ 10.42% |
$8.01K - $11.4K
|
2.12K
$76K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 86.25% |
$2.76K - $3.93K
|
149
$5.34K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
46New |
$1.84K - $2.62K
|
46
$1.65K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 253.85% |
$1.32K - $1.88K
|
46
$1.65K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
26+ 15.38% |
$1.04K - $1.48K
|
195
$6.99K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.38% |
$1K - $1.42K
|
6.59K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
24New |
$961 - $1.37K
|
24
$860
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
20+ 0.27% |
$801 - $1.14K
|
7.53K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 1.97% |
$681 - $968
|
882
$31.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
13+ 650.0% |
$520 - $740
|
15
$538
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$40 - $57
|
1
$35.8
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
4.24M+ 201.4% |
$183M - $233M
|
6.35M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.19MNew |
$138M - $175M
|
3.19M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.55M+ 390.04% |
$110M - $140M
|
3.2M
$115M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
1.77M+ 15.45% |
$76.6M - $97.2M
|
13.2M
$475M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.66MNew |
$71.7M - $91M
|
1.66M
$59.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.22M+ 98.84% |
$52.7M - $66.9M
|
2.46M
$88M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
913K+ 157.35% |
$39.4M - $50M
|
1.49M
$53.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
882KNew |
$38.1M - $48.3M
|
882K
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
744K+ 250.1% |
$32.2M - $40.8M
|
1.04M
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
700K+ 16292.21% |
$30.3M - $38.4M
|
705K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
595K+ 33.6% |
$25.7M - $32.6M
|
2.36M
$84.7M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
587K+ 80.26% |
$25.4M - $32.2M
|
1.32M
$47.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
484KNew |
$20.9M - $26.5M
|
484K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
468K+ 7.05% |
$20.2M - $25.6M
|
7.1M
$255M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
460KNew |
$19.9M - $25.2M
|
460K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
434K+ 65.93% |
$18.7M - $23.8M
|
1.09M
$39.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
313K+ 24.71% |
$13.5M - $17.2M
|
1.58M
$56.6M
|
|