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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 3.77% |
$2.26K - $3.34K
|
1.79K
$95.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 31.78% |
$1.43K - $2.11K
|
170
$9.07K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36+ 189.47% |
$1.25K - $1.85K
|
55
$2.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35New |
$1.22K - $1.8K
|
35
$1.87K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
34+ 340.0% |
$1.18K - $1.75K
|
44
$2.35K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$1.18K - $1.75K
|
34
$1.81K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
33+ 23.91% |
$1.15K - $1.7K
|
171
$9.12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31New |
$1.08K - $1.59K
|
31
$1.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
21New |
$730 - $1.08K
|
21
$1.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19+ 126.67% |
$661 - $977
|
34
$1.81K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 2.31% |
$522 - $771
|
665
$35.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
11New |
$383 - $565
|
11
$587
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$383 - $565
|
11
$587
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 200.0% |
$348 - $514
|
15
$800
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10New |
$348 - $514
|
10
$533
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 2.31% |
$313 - $463
|
399
$21.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
9+ 0.27% |
$313 - $463
|
3.36K
$179K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
7+ 3.43% |
$243 - $360
|
211
$11.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7New |
$243 - $360
|
7
$373
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7New |
$243 - $360
|
7
$373
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.81% |
$243 - $360
|
393
$21K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 500.0% |
$174 - $257
|
6
$320
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4New |
$139 - $206
|
4
$213
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$104 - $154
|
10.5K
$561K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$34.8 - $51.4
|
1
$53.3
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.54% |
$34.8 - $51.4
|
66
$3.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
132KNew |
$5.29M - $7.52M
|
132K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
CALL |
120KNew |
$4.8M - $6.84M
|
120K
$6.4M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
18.7KNew |
$747K - $1.06M
|
18.7K
$995K
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
17KNew |
$681K - $968K
|
17K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.6KNew |
$584K - $832K
|
14.6K
$779K
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
BUY
|
- |
12.5K+ 100.0% |
$500K - $712K
|
25K
$1.33M
|
|
|
Jun 23, 2025
Q1 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11K+ 69.61% |
$441K - $627K
|
26.8K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
8.36KNew |
$335K - $476K
|
8.36K
$446K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.1K+ 69.38% |
$324K - $461K
|
19.8K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.84KNew |
$274K - $390K
|
6.84K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5K+ 83.33% |
$200K - $285K
|
11K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.26K+ 38.76% |
$131K - $186K
|
11.7K
$623K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.31KNew |
$92.4K - $131K
|
2.31K
$123K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.86K+ 72.78% |
$74.3K - $106K
|
4.41K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
1.6KNew |
$64K - $91.1K
|
1.6K
$85.3K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$20K - $28.5K
|
500
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
439New |
$17.6K - $25K
|
439
$23.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
342New |
$13.7K - $19.5K
|
342
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
297New |
$11.9K - $16.9K
|
297
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
215+ 3.5% |
$8.61K - $12.2K
|
6.37K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$8.01K - $11.4K
|
200
$10.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
200+ 2.27% |
$8.01K - $11.4K
|
9K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
91New |
$3.64K - $5.18K
|
91
$4.85K
|
|