Latest Institutional Transactions on Carlisle Companies Inc (CSL)
This table provides information on the latest institutional transactions involving Carlisle Companies Inc (CSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 33.33% |
$369 - $481
|
2
$670
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
343+ 1.88% |
$126K - $165K
|
18.6K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5.12K- 22.12% |
$1.89M - $2.46M
|
18K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-36.5K- 22.29% |
$13.5M - $17.5M
|
127K
$42.6M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
380New |
$140K - $183K
|
380
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 17.07% |
$2.58K - $3.37K
|
34
$11.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
156+ 19.24% |
$57.5K - $75K
|
967
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 86.21% |
$9.22K - $12K
|
4
$1.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.39% |
$369 - $481
|
255
$85.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-486- 32.95% |
$179K - $234K
|
989
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$737 - $962
|
12
$4.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.06K+ 46.68% |
$392K - $511K
|
3.34K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
181+ 16.35% |
$66.7K - $87K
|
1.29K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
1.2KNew |
$441K - $575K
|
1.2K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
961New |
$354K - $462K
|
961
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-232- 3.57% |
$85.5K - $112K
|
6.26K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-391- 31.69% |
$144K - $188K
|
843
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.93KNew |
$2.19M - $2.85M
|
5.93K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
404New |
$149K - $194K
|
404
$135K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.1K- 73.35% |
$405K - $528K
|
399
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
377+ 7.16% |
$139K - $181K
|
5.64K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
93+ 12.22% |
$34.3K - $44.7K
|
854
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-90- 1.33% |
$33.2K - $43.3K
|
6.7K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$369 - $481
|
1.03K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
105+ 4.67% |
$38.7K - $50.5K
|
2.36K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-52- 0.93% |
$19.2K - $25K
|
5.52K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
55+ 3.15% |
$20.3K - $26.5K
|
1.8K
$603K
|
|
|
Jan 16, 2025
Q4 2024
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
4.1K+ 23.43% |
$1.51M - $1.97M
|
21.6K
$7.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
7New |
$2.58K - $3.37K
|
7
$2.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26+ 1.67% |
$9.59K - $12.5K
|
1.59K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
67+ 55.37% |
$24.7K - $32.2K
|
188
$62.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.22K+ 207.72% |
$1.56M - $2.03M
|
6.26K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
23New |
$8.48K - $11.1K
|
23
$7.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
780+ 13.73% |
$288K - $375K
|
6.46K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
75+ 1.6% |
$27.7K - $36.1K
|
4.78K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-885- 30.13% |
$326K - $426K
|
2.05K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
5.11K+ 11.23% |
$1.88M - $2.46M
|
50.6K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
8.75KNew |
$3.23M - $4.21M
|
8.75K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
371+ 27.56% |
$137K - $178K
|
1.72K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.73% |
$737 - $962
|
276
$92.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-70- 3.65% |
$25.8K - $33.7K
|
1.85K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
987New |
$364K - $475K
|
987
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45- 7.1% |
$16.6K - $21.6K
|
589
$197K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-265- 4.31% |
$97.7K - $127K
|
5.88K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-73- 3.38% |
$26.9K - $35.1K
|
2.09K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-35.5K- 56.73% |
$13.1M - $17.1M
|
27.1K
$9.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
691New |
$255K - $332K
|
691
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
286+ 371.43% |
$105K - $138K
|
363
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-258- 1.51% |
$95.1K - $124K
|
16.8K
$5.64M
|