Purchases and Sales Made in Q4 2025 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2025. 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 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23.2K+ 25.25% |
$1.19M - $1.47M
|
115K
$6.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
18.7K+ 43.09% |
$955K - $1.19M
|
62K
$3.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
11K+ 71.07% |
$560K - $695K
|
26.4K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
7.56KNew |
$387K - $480K
|
7.56K
$403K
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.12K+ 2.07% |
$262K - $325K
|
252K
$13.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.01KNew |
$205K - $254K
|
4.01K
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.91K+ 42.77% |
$200K - $248K
|
13.1K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3K+ 680.73% |
$154K - $191K
|
3.44K
$184K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.01KNew |
$103K - $128K
|
2.01K
$107K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.71K+ 12.64% |
$87.5K - $109K
|
15.2K
$812K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
950+ 6.28% |
$48.6K - $60.3K
|
16.1K
$858K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
840+ 2.02% |
$43K - $53.3K
|
42.5K
$2.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
500New |
$25.6K - $31.7K
|
500
$26.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
450+ 5.25% |
$23K - $28.6K
|
9.01K
$481K
|
|
|
Jan 21, 2026
Q4 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
168+ 2.55% |
$8.59K - $10.7K
|
6.76K
$361K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88+ 0.4% |
$4.5K - $5.59K
|
22.1K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$2.92K - $3.62K
|
57
$3.04K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.75% |
$2.56K - $3.17K
|
6.74K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 32.87% |
$2.4K - $2.98K
|
190
$10.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
44+ 0.07% |
$2.25K - $2.79K
|
62.1K
$3.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43+ 34.4% |
$2.2K - $2.73K
|
168
$8.96K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 6.71% |
$2K - $2.48K
|
620
$33.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
25+ 89.29% |
$1.28K - $1.59K
|
53
$2.83K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
24+ 0.11% |
$1.23K - $1.52K
|
21.8K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21+ 0.35% |
$1.07K - $1.33K
|
6.04K
$322K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.03% |
$153 - $190
|
10.5K
$561K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3New |
$153 - $190
|
3
$160
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.2% |
$102 - $127
|
995
$53.1K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 9.09% |
$205 - $254
|
40
$2.13K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 11.32% |
$307 - $381
|
47
$2.51K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 28.57% |
$512 - $635
|
25
$1.33K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 11.35% |
$1.64K - $2.03K
|
250
$13.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46- 1.23% |
$2.35K - $2.92K
|
3.68K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-64- 1.55% |
$3.27K - $4.06K
|
4.06K
$216K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73- 1.28% |
$3.73K - $4.63K
|
5.62K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.01% |
$7.42K - $9.2K
|
4.67K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-275- 6.07% |
$14.1K - $17.5K
|
4.25K
$227K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 4.43% |
$15.3K - $19K
|
6.47K
$345K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-364- 9.58% |
$18.6K - $23.1K
|
3.44K
$183K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-368- 5.77% |
$18.8K - $23.4K
|
6.01K
$321K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-384- 2.64% |
$19.6K - $24.4K
|
14.2K
$756K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 0.97% |
$35.8K - $44.4K
|
71.8K
$3.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.28K- 27.51% |
$65.4K - $81.2K
|
3.37K
$180K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 6.57% |
$73.7K - $91.5K
|
20.5K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-1.57K- 3.09% |
$80.5K - $99.9K
|
49.3K
$2.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.71K- 23.92% |
$139K - $172K
|
8.61K
$459K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.44K- 1.09% |
$176K - $218K
|
311K
$16.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.49K- 5.71% |
$230K - $285K
|
74.2K
$3.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-7.5K- 4.09% |
$384K - $476K
|
176K
$9.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.89K- 45.75% |
$403K - $501K
|
9.35K
$499K
|
|