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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-99- 11.66% |
$32.4K - $43.1K
|
750
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-67- 1.1% |
$21.9K - $29.2K
|
6K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-58- 8.45% |
$19K - $25.2K
|
628
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.65% |
$65.5K - $87K
|
11.9K
$3.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-112- 8.88% |
$36.7K - $48.7K
|
1.15K
$373K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.2% |
$1.31K - $1.74K
|
2.01K
$652K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-88- 2.46% |
$28.8K - $38.3K
|
3.5K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.23K+ 9.03% |
$1.06M - $1.41M
|
39K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17+ 0.39% |
$5.57K - $7.4K
|
4.42K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.02K+ 19.7% |
$335K - $445K
|
6.21K
$2.02M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 40.0% |
$1.31K - $1.74K
|
6
$1.95K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-170- 27.38% |
$55.7K - $74K
|
451
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$328 - $435
|
1
$325
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 14.29% |
$983 - $1.31K
|
24
$7.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.27% |
$1.97K - $2.61K
|
2.26K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.09KNew |
$357K - $474K
|
1.09K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
61+ 8.73% |
$20K - $26.5K
|
760
$247K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.56K+ 73.48% |
$511K - $679K
|
3.68K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.52% |
$32.8K - $43.5K
|
6.7K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-57- 91.94% |
$18.7K - $24.8K
|
5
$1.63K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-60- 8.28% |
$19.7K - $26.1K
|
665
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-511K- 39.94% |
$167M - $222M
|
768K
$250M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
35New |
$11.5K - $15.2K
|
35
$11.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
755+ 86.29% |
$247K - $329K
|
1.63K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$9.5K - $12.6K
|
29
$9.43K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
513New |
$168K - $223K
|
513
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-90- 1.53% |
$29.5K - $39.2K
|
5.78K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18- 2.27% |
$5.9K - $7.83K
|
775
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.02K- 45.07% |
$660K - $877K
|
2.46K
$799K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.58% |
$1.25M - $1.66M
|
79.7K
$25.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 5.88% |
$328 - $435
|
18
$5.85K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 4.95% |
$10.5K - $13.9K
|
679
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-3.94K- 24.02% |
$1.29M - $1.71M
|
12.4K
$4.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-235- 3.2% |
$77K - $102K
|
7.1K
$2.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 2.12% |
$5.24K - $6.96K
|
738
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.31% |
$7.86K - $10.4K
|
7.75K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 3.85% |
$13.8K - $18.3K
|
1.13K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-62- 13.14% |
$20.3K - $27K
|
410
$133K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.81K- 71.04% |
$1.25M - $1.66M
|
1.55K
$504K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-50- 3.57% |
$16.4K - $21.8K
|
1.35K
$439K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-438- 26.09% |
$143K - $191K
|
1.24K
$403K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
968+ 20.78% |
$317K - $421K
|
5.63K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
143K+ 1737.24% |
$46.8M - $62.2M
|
151K
$49.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
66+ 2.15% |
$21.6K - $28.7K
|
3.14K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
381+ 3.19% |
$125K - $166K
|
12.3K
$4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466+ 45.37% |
$153K - $203K
|
1.49K
$485K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.15K- 7.58% |
$377K - $500K
|
14K
$4.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-785- 7.22% |
$257K - $342K
|
10.1K
$3.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-153- 10.25% |
$50.1K - $66.6K
|
1.34K
$435K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-55- 0.09% |
$18K - $23.9K
|
59.6K
$19.4M
|