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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.98K+ 35.08% |
$971K - $1.21M
|
11.5K
$4.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 6.38% |
$3.92K - $4.9K
|
200
$83.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.62K+ 19.97% |
$528K - $661K
|
9.73K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3New |
$979 - $1.22K
|
3
$1.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.24K+ 28.51% |
$406K - $508K
|
5.61K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.34K- 1.69% |
$765K - $957K
|
137K
$57.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-226- 14.85% |
$73.8K - $92.3K
|
1.3K
$543K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.52K+ 12.22% |
$495K - $619K
|
13.9K
$5.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113+ 33.93% |
$36.9K - $46.1K
|
446
$187K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-851- 0.85% |
$278K - $347K
|
98.7K
$41.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-35- 2.73% |
$11.4K - $14.3K
|
1.25K
$523K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
30K+ 159.24% |
$9.8M - $12.3M
|
48.9K
$20.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
49+ 10.08% |
$16K - $20K
|
535
$224K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-11- 1.21% |
$3.59K - $4.49K
|
900
$377K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 7.69% |
$653 - $816
|
24
$10.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
829+ 63.62% |
$271K - $338K
|
2.13K
$893K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.03% |
$326 - $408
|
2.94K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.01K+ 253.88% |
$331K - $414K
|
1.41K
$591K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19.5K- 13.76% |
$6.37M - $7.96M
|
122K
$51.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
70+ 27.89% |
$22.9K - $28.6K
|
321
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 1.35% |
$8.16K - $10.2K
|
1.82K
$764K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
144New |
$47K - $58.8K
|
144
$60.3K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 2.33% |
$9.79K - $12.2K
|
1.26K
$527K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21New |
$6.86K - $8.57K
|
21
$8.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$843K - $1.05M
|
2.58K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-571- 3.47% |
$186K - $233K
|
15.9K
$6.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
80+ 4.0% |
$26.1K - $32.7K
|
2.08K
$871K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-860- 4.62% |
$281K - $351K
|
17.8K
$7.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$2.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-10- 0.17% |
$3.26K - $4.08K
|
5.87K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
212+ 17.18% |
$69.2K - $86.5K
|
1.45K
$606K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
22+ 3.85% |
$7.18K - $8.98K
|
593
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
50.1KNew |
$16.3M - $20.4M
|
50.1K
$21M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-8- 42.11% |
$2.61K - $3.27K
|
11
$4.61K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1New |
$326 - $408
|
1
$419
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
219+ 10.5% |
$71.5K - $89.4K
|
2.3K
$965K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 450.0% |
$2.94K - $3.67K
|
11
$4.61K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5KNew |
$1.63M - $2.04M
|
5K
$2.09M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
227+ 8.05% |
$74.1K - $92.7K
|
3.05K
$1.28M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$9.14K - $11.4K
|
28
$11.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.7K+ 9.01% |
$5.04M - $6.58M
|
166K
$69.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-236- 4.36% |
$87K - $113K
|
5.17K
$2.17M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
160+ 173.91% |
$59K - $76.9K
|
252
$106K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
811+ 0.61% |
$299K - $390K
|
135K
$56.5M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
5.12K+ 10.25% |
$1.89M - $2.46M
|
55.1K
$23.1M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-1.15K- 27.37% |
$422K - $551K
|
3.04K
$1.27M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$737 - $962
|
2
$838
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
3New |
$1.11K - $1.44K
|
3
$1.26K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$737 - $962
|
2
$838
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|