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 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
47New |
$2.48K - $3.26K
|
47
$2.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
47+ 1.05% |
$2.48K - $3.26K
|
4.51K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 0.5% |
$2.32K - $3.05K
|
8.85K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.12% |
$1.74K - $2.29K
|
1.59K
$84.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
28New |
$1.48K - $1.94K
|
28
$1.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 23.28% |
$1.43K - $1.87K
|
143
$7.63K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 14.71% |
$1.32K - $1.73K
|
195
$10.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22+ 0.37% |
$1.16K - $1.53K
|
6.02K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
22New |
$1.16K - $1.53K
|
22
$1.17K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
22New |
$1.16K - $1.53K
|
22
$1.17K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
20New |
$1.06K - $1.39K
|
20
$1.07K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 1.03% |
$845 - $1.11K
|
1.58K
$84K
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
12+ 0.1% |
$634 - $832
|
11.5K
$612K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12+ 0.54% |
$634 - $832
|
2.24K
$120K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10+ 40.0% |
$528 - $694
|
35
$1.87K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
10New |
$528 - $694
|
10
$533
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 76.92% |
$528 - $694
|
23
$1.23K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9+ 0.18% |
$475 - $624
|
5.15K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 160.0% |
$423 - $555
|
13
$693
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.6% |
$423 - $555
|
1.34K
$71.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 13.33% |
$423 - $555
|
68
$3.63K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 17.78% |
$423 - $555
|
53
$2.83K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
8New |
$423 - $555
|
8
$427
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7New |
$370 - $485
|
7
$373
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
7New |
$370 - $485
|
7
$373
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5+ 35.71% |
$264 - $347
|
19
$1.01K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
5+ 0.04% |
$264 - $347
|
13.2K
$703K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 21.74% |
$264 - $347
|
28
$1.49K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 1.81% |
$264 - $347
|
282
$15K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5New |
$264 - $347
|
5
$267
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
4New |
$211 - $277
|
4
$213
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.03% |
$106 - $139
|
6.26K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.99% |
$106 - $139
|
205
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2+ 0.01% |
$106 - $139
|
14.6K
$777K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.98% |
$52.8 - $69.4
|
103
$5.49K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$52.8 - $69.4
|
240
$12.8K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.04% |
$52.8 - $69.4
|
2.84K
$152K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.99M+ 915.78% |
$104M - $154M
|
3.31M
$177M
|
|
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
- |
700K+ 13.36% |
$24.3M - $36M
|
5.94M
$317M
|
|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
549KNew |
$19.1M - $28.2M
|
549K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
544KNew |
$18.9M - $28M
|
544K
$29M
|
|
|
Aug 14, 2025
Q2 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
495KNew |
$17.2M - $25.5M
|
495K
$26.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
120KNew |
$4.18M - $6.18M
|
120K
$6.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$3.48M - $5.14M
|
100K
$5.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
99KNew |
$3.44M - $5.09M
|
99K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.6KNew |
$3.12M - $4.61M
|
89.6K
$4.78M
|
|