Purchases and Sales Made in Q4 2024 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2024. The information is specifically focused on institutions that hold shares of Carlyle Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$4.32K - $5.48K
|
8.6K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.4% |
$4.32K - $5.48K
|
25K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-128- 2.56% |
$5.53K - $7.02K
|
4.87K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-132- 1.08% |
$5.7K - $7.23K
|
12.1K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-165- 0.1% |
$7.13K - $9.04K
|
162K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-172- 0.22% |
$7.43K - $9.43K
|
77.7K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-197- 1.29% |
$8.51K - $10.8K
|
15K
$735K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 0.7% |
$8.64K - $11K
|
28.4K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 0.76% |
$8.64K - $11K
|
26.1K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-210- 4.34% |
$9.07K - $11.5K
|
4.63K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-250- 1.9% |
$10.8K - $13.7K
|
12.9K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-277- 0.39% |
$12K - $15.2K
|
71.3K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-296- 1.05% |
$12.8K - $16.2K
|
28K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-298- 4.0% |
$12.9K - $16.3K
|
7.15K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-298- 39.58% |
$12.9K - $16.3K
|
455
$22.2K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.67% |
$13K - $16.4K
|
44.2K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-312- 1.7% |
$13.5K - $17.1K
|
18.1K
$885K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-357- 0.77% |
$15.4K - $19.6K
|
46.2K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-365- 1.49% |
$15.8K - $20K
|
24.1K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-395- 7.03% |
$17.1K - $21.6K
|
5.23K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-397- 2.43% |
$17.2K - $21.8K
|
16K
$780K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 4.68% |
$17.3K - $21.9K
|
8.15K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-450- 6.65% |
$19.4K - $24.7K
|
6.31K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 8.33% |
$21.6K - $27.4K
|
5.5K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-528- 9.62% |
$22.8K - $28.9K
|
4.96K
$242K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-532- 4.14% |
$23K - $29.2K
|
12.3K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-581- 10.73% |
$25.1K - $31.8K
|
4.83K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 5.05% |
$25.9K - $32.9K
|
11.3K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-635- 2.57% |
$27.4K - $34.8K
|
24.1K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-638- 64.57% |
$27.6K - $35K
|
350
$17.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-641- 5.88% |
$27.7K - $35.1K
|
10.3K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-653- 9.82% |
$28.2K - $35.8K
|
6K
$293K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-700- 10.7% |
$30.2K - $38.4K
|
5.84K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-706- 12.43% |
$30.5K - $38.7K
|
4.97K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-718- 8.3% |
$31K - $39.4K
|
7.94K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-720- 2.63% |
$31.1K - $39.5K
|
26.6K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-730- 8.75% |
$31.5K - $40K
|
7.62K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-769- 60.55% |
$33.2K - $42.1K
|
501
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-848- 5.32% |
$36.6K - $46.5K
|
15.1K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-868- 2.01% |
$37.5K - $47.6K
|
42.3K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-892- 2.01% |
$38.5K - $48.9K
|
43.6K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-896- 16.5% |
$38.7K - $49.1K
|
4.53K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-949- 1.18% |
$41K - $52K
|
79.4K
$3.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-950- 12.8% |
$41K - $52.1K
|
6.47K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-976- 1.91% |
$42.2K - $53.5K
|
50.2K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-984- 0.93% |
$42.5K - $53.9K
|
105K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-988- 6.15% |
$42.7K - $54.2K
|
15.1K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 12.53% |
$49.4K - $62.7K
|
7.98K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.15K- 15.8% |
$49.6K - $62.9K
|
6.11K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.17K- 4.58% |
$50.3K - $63.9K
|
24.3K
$1.19M
|