Latest Institutional Sells of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-561- 98.08% |
$19.5K - $28.8K
|
11
$587
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-456- 12.87% |
$15.9K - $23.4K
|
3.09K
$165K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-418- 32.15% |
$14.5K - $21.5K
|
882
$47K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 18.18% |
$13.9K - $20.6K
|
1.8K
$96K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-350- 6.75% |
$12.2K - $18K
|
4.84K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-218- 47.91% |
$7.58K - $11.2K
|
237
$12.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-217- 9.37% |
$7.55K - $11.2K
|
2.1K
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-206- 23.6% |
$7.16K - $10.6K
|
667
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-200- 3.83% |
$6.96K - $10.3K
|
5.03K
$268K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 8.7% |
$6.96K - $10.3K
|
2.1K
$112K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-185- 2.39% |
$6.43K - $9.51K
|
7.56K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-75- 38.46% |
$2.61K - $3.86K
|
120
$6.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 50.0% |
$1.88K - $2.78K
|
54
$2.88K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-36- 50.7% |
$1.25K - $1.85K
|
35
$1.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 11.19% |
$1.15K - $1.7K
|
262
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 90.0% |
$939 - $1.39K
|
3
$160
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 0.46% |
$730 - $1.08K
|
4.54K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 16.67% |
$730 - $1.08K
|
105
$5.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-20- 41.67% |
$696 - $1.03K
|
28
$1.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 9.13% |
$696 - $1.03K
|
199
$10.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-17- 1.93% |
$591 - $874
|
865
$46.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3Closed |
$104 - $154
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-347K- 81.31% |
$13.9M - $19.8M
|
79.8K
$4.26M
|
|
|
May 08, 2025
Q1 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-153K- 2.87% |
$6.13M - $8.72M
|
5.18M
$276M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-132K- 67.86% |
$5.3M - $7.55M
|
62.8K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-40.6K- 44.82% |
$1.63M - $2.31M
|
50K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-34K- 9.99% |
$1.36M - $1.94M
|
306K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-32.9K- 91.65% |
$1.32M - $1.87M
|
3K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-32.6K- 86.47% |
$1.3M - $1.86M
|
5.1K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.4K- 22.28% |
$456K - $648K
|
39.7K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 15.28% |
$51.3K - $73K
|
7.11K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-982- 5.99% |
$39.3K - $55.9K
|
15.4K
$822K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 9.09% |
$20K - $28.5K
|
5K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2- 0.01% |
$80.1 - $114
|
26.1K
$1.39M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-108K- 62.84% |
$4.67M - $5.92M
|
63.9K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-38.3K- 64.71% |
$1.66M - $2.1M
|
20.9K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-29.5K- 41.85% |
$1.28M - $1.62M
|
41K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-9.7K- 23.32% |
$419K - $532K
|
31.9K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-2.94K- 3.47% |
$127K - $161K
|
81.8K
$4.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.87K- 17.34% |
$124K - $157K
|
13.7K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.46K- 2.74% |
$106K - $135K
|
87.2K
$4.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.3K- 94.84% |
$99.3K - $126K
|
125
$6.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-53- 0.79% |
$2.29K - $2.9K
|
6.68K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 50.0% |
$1.56K - $1.97K
|
36
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 8.57% |
$130 - $164
|
32
$1.71K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-583K- 34.55% |
$21.7M - $29M
|
1.1M
$58.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-397K- 68.76% |
$14.8M - $19.8M
|
181K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-79.2K- 86.49% |
$2.95M - $3.94M
|
12.4K
$659K
|
|