Institutional Ownership Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL). We have compiled data on the 786 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,008
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,890
shares
|
$2.19 Million
0.33% of portfolio
|
Q1 2023
Added 112.1%
|
|
|
Centerstone Investors, LLC
New York, NY |
Nov 25, 2024 Q3 2024 |
5,736
shares
|
$2.13 Million
2.43% of portfolio
|
Q3 2024
Added 74.35%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
5,700
shares
|
$2.12 Million
0.48% of portfolio
|
Q1 2020
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
5,679
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
5,567
shares
|
$2.07 Million
0.43% of portfolio
|
Q2 2023
Reduced 0.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,496
shares
|
$2.04 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,377
shares
|
$2 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
5,282
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2022
Added 121.19%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
5,262
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2024
Added 592.37%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,205
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
4,974
shares
|
$1.85 Million
0.2% of portfolio
|
Q4 2022
Reduced 0.1%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,919
shares
|
$1.83 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
4,897
shares
|
$1.82 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,886
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
4,701
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,646
shares
|
$1.73 Million
0.19% of portfolio
|
Q3 2024
Added 624.8%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,600
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
4,384
shares
|
$1.63 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,364
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,324
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
4,308
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$1.6 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,263
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,229
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2024
New holding
|