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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.09K+ 37.24% |
$133K - $169K
|
11.4K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.03K+ 4.64% |
$131K - $166K
|
68.3K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.79K+ 5.15% |
$120K - $153K
|
56.9K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.51K+ 45.91% |
$108K - $138K
|
7.98K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.48K+ 33.8% |
$107K - $136K
|
9.81K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.47K+ 2469.0% |
$107K - $135K
|
2.57K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36K+ 13.52% |
$102K - $130K
|
19.8K
$970K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.32K+ 6.04% |
$100K - $127K
|
40.7K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 6.71% |
$96.8K - $123K
|
35.6K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
2.22K+ 6.5% |
$95.9K - $122K
|
36.4K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
2.17K+ 41.97% |
$93.7K - $119K
|
7.34K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
2.1KNew |
$90.7K - $115K
|
2.1K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.95K+ 4.93% |
$84.2K - $107K
|
41.5K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.92KNew |
$82.9K - $105K
|
1.92K
$93.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$87.1K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.78KNew |
$76.9K - $97.6K
|
1.78K
$87K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.75K+ 21.68% |
$75.6K - $96K
|
9.83K
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
1.69K+ 1.28% |
$73.1K - $92.8K
|
134K
$6.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.52K+ 22.48% |
$65.7K - $83.4K
|
8.29K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.5K+ 2.29% |
$64.6K - $81.9K
|
66.7K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
1.43K+ 0.34% |
$61.8K - $78.4K
|
427K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.41KNew |
$60.8K - $77.2K
|
1.41K
$68.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.29K+ 10.6% |
$55.8K - $70.8K
|
13.5K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.27K+ 15.72% |
$55K - $69.7K
|
9.37K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.27K+ 0.7% |
$54.7K - $69.4K
|
182K
$8.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.26K+ 5.75% |
$54.3K - $68.9K
|
23.1K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.18K+ 0.46% |
$51K - $64.7K
|
257K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.14KNew |
$49K - $62.2K
|
1.14K
$55.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 3.01% |
$48.8K - $61.9K
|
38.7K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.06K+ 2.29% |
$45.9K - $58.2K
|
47.4K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 5.35% |
$45.9K - $58.2K
|
20.9K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.04K+ 8.09% |
$44.7K - $56.7K
|
13.8K
$676K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 100.0% |
$43.2K - $54.8K
|
2K
$97.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
951New |
$41.1K - $52.1K
|
951
$46.5K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
928+ 17.93% |
$40.1K - $50.9K
|
6.1K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
922+ 8.68% |
$39.8K - $50.5K
|
11.5K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
912+ 6.2% |
$39.4K - $50K
|
15.6K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
900+ 9.3% |
$38.9K - $49.3K
|
10.6K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
890+ 8090.91% |
$38.4K - $48.8K
|
901
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
881+ 14.47% |
$38.1K - $48.3K
|
6.97K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
863+ 7.18% |
$37.3K - $47.3K
|
12.9K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
846New |
$36.5K - $46.4K
|
846
$41.4K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
750+ 2.75% |
$32.4K - $41.1K
|
28.1K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
722+ 6.83% |
$31.2K - $39.6K
|
11.3K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
717+ 4.77% |
$31K - $39.3K
|
15.7K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
712+ 7.77% |
$30.8K - $39K
|
9.88K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
671+ 171.17% |
$29K - $36.8K
|
1.06K
$52K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
660+ 0.77% |
$28.5K - $36.2K
|
85.9K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
638+ 0.58% |
$27.6K - $35K
|
110K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
633New |
$27.3K - $34.7K
|
633
$30.9K
|