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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
650+ 9.28% |
$34.3K - $45.1K
|
7.66K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
647New |
$34.2K - $44.9K
|
647
$34.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
642New |
$33.9K - $44.5K
|
642
$34.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
639+ 55.57% |
$33.8K - $44.3K
|
1.79K
$95.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
638+ 5.66% |
$33.7K - $44.2K
|
11.9K
$635K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
616+ 0.06% |
$32.5K - $42.7K
|
1.04M
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 3.13% |
$31.7K - $41.6K
|
19.8K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
586+ 563.46% |
$31K - $40.6K
|
690
$36.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
549+ 9.42% |
$29K - $38.1K
|
6.38K
$340K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
522+ 6.49% |
$27.6K - $36.2K
|
8.56K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
519New |
$27.4K - $36K
|
519
$27.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
507+ 0.62% |
$26.8K - $35.2K
|
81.7K
$4.36M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
465+ 8.43% |
$24.6K - $32.2K
|
5.98K
$319K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 81.47% |
$21.6K - $28.4K
|
911
$48.6K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
377+ 20.09% |
$19.9K - $26.1K
|
2.25K
$120K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
373+ 1.72% |
$19.7K - $25.9K
|
22K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
347New |
$18.3K - $24.1K
|
347
$18.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
342+ 2.81% |
$18.1K - $23.7K
|
12.5K
$667K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
276New |
$14.6K - $19.1K
|
276
$14.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
273New |
$14.4K - $18.9K
|
273
$14.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
263+ 3.45% |
$13.9K - $18.2K
|
7.89K
$421K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
262New |
$13.8K - $18.2K
|
262
$14K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
261New |
$13.8K - $18.1K
|
261
$13.9K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
258New |
$13.6K - $17.9K
|
258
$13.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
210New |
$11.1K - $14.6K
|
210
$11.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
205+ 3.21% |
$10.8K - $14.2K
|
6.59K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
196+ 5.96% |
$10.4K - $13.6K
|
3.48K
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
175New |
$9.24K - $12.1K
|
175
$9.33K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
161+ 392.68% |
$8.5K - $11.2K
|
202
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
44 Wealth Management LLC
|
BUY
|
- |
154+ 0.95% |
$8.13K - $10.7K
|
16.4K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
145+ 2.22% |
$7.66K - $10.1K
|
6.69K
$357K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
143+ 29.12% |
$7.55K - $9.92K
|
634
$33.8K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114New |
$6.02K - $7.91K
|
114
$6.08K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
112+ 41.18% |
$5.92K - $7.77K
|
384
$20.5K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
111New |
$5.86K - $7.7K
|
111
$5.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
110New |
$5.81K - $7.63K
|
110
$5.87K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
107New |
$5.65K - $7.42K
|
107
$5.71K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
102+ 20.94% |
$5.39K - $7.07K
|
589
$31.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 50.0% |
$5.28K - $6.93K
|
300
$16K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
76+ 6.06% |
$4.01K - $5.27K
|
1.33K
$71K
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
72New |
$3.8K - $4.99K
|
72
$3.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
71+ 4.21% |
$3.75K - $4.92K
|
1.76K
$93.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
69New |
$3.64K - $4.79K
|
69
$3.68K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.47% |
$3.54K - $4.65K
|
14.2K
$758K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 1.15% |
$3.43K - $4.51K
|
5.7K
$304K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
57+ 1.01% |
$3.01K - $3.95K
|
5.67K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56+ 0.03% |
$2.96K - $3.88K
|
212K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 5.8% |
$2.75K - $3.61K
|
949
$50.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50+ 10.0% |
$2.64K - $3.47K
|
550
$29.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
47+ 9.44% |
$2.48K - $3.26K
|
545
$29.1K
|
|