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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$233K - $306K
|
4.41K
$235K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
4.41KNew |
$233K - $306K
|
4.41K
$235K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4.29KNew |
$226K - $297K
|
4.29K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4.28K+ 11.46% |
$226K - $297K
|
41.6K
$2.22M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
4.21K+ 17.59% |
$222K - $292K
|
28.2K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.15KNew |
$219K - $288K
|
4.15K
$222K
|
|
|
Nov 13, 2025
Q3 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.08KNew |
$215K - $283K
|
4.08K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.05KNew |
$214K - $281K
|
4.05K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.01K+ 92.02% |
$212K - $278K
|
8.37K
$447K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.98K+ 104.02% |
$210K - $276K
|
7.81K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
3.97KNew |
$210K - $276K
|
3.97K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.97K+ 14.97% |
$210K - $275K
|
30.5K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.87KNew |
$205K - $269K
|
3.87K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.84KNew |
$203K - $266K
|
3.84K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.81KNew |
$201K - $264K
|
3.81K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.8KNew |
$201K - $263K
|
3.8K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.76KNew |
$199K - $261K
|
3.76K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.73KNew |
$197K - $258K
|
3.73K
$199K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.72KNew |
$196K - $258K
|
3.72K
$198K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.67KNew |
$194K - $254K
|
3.67K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
3.66KNew |
$193K - $254K
|
3.66K
$195K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.6KNew |
$190K - $250K
|
3.6K
$192K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.6KNew |
$190K - $250K
|
3.6K
$192K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.59KNew |
$190K - $249K
|
3.59K
$192K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
3.5KNew |
$185K - $243K
|
3.5K
$187K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.48K+ 78.26% |
$184K - $242K
|
7.94K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.47K+ 16.69% |
$183K - $241K
|
24.3K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.47KNew |
$183K - $241K
|
3.47K
$185K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.44K+ 64.88% |
$182K - $239K
|
8.75K
$467K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.43KNew |
$181K - $238K
|
3.43K
$183K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
3.41K+ 8.73% |
$180K - $236K
|
42.5K
$2.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$178K - $234K
|
3.38K
$180K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.32KNew |
$176K - $230K
|
3.32K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.3KNew |
$174K - $229K
|
3.3K
$176K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.29KNew |
$174K - $228K
|
3.29K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3.29KNew |
$174K - $228K
|
3.29K
$175K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
3.28K+ 20.2% |
$173K - $227K
|
19.5K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.26K+ 48.53% |
$172K - $226K
|
9.99K
$533K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.25KNew |
$172K - $226K
|
3.25K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.25KNew |
$172K - $225K
|
3.25K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.23KNew |
$171K - $224K
|
3.23K
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.2KNew |
$169K - $222K
|
3.2K
$171K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.19KNew |
$168K - $221K
|
3.19K
$170K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.13K+ 71.0% |
$165K - $217K
|
7.53K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 70.17% |
$164K - $215K
|
7.52K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.02K+ 15.99% |
$160K - $210K
|
21.9K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3K+ 17.53% |
$158K - $208K
|
20.1K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.7K+ 2.34% |
$143K - $187K
|
118K
$6.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
BUY
|
- |
2.47K+ 1.72% |
$131K - $171K
|
146K
$7.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37K+ 62.04% |
$125K - $165K
|
6.2K
$331K
|
|