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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
824
shares
|
$306,066
0.04% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
823
shares
|
$305,695
0.0% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
820
shares
|
$304,580
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
813
shares
|
$301,980
0.01% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
811
shares
|
$301,237
0.0% of portfolio
|
Q3 2024
Reduced 27.26%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
811
shares
|
$301,237
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
809
shares
|
$300,494
0.01% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
804
shares
|
$298,637
0.01% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
802
shares
|
$297,894
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
800
shares
|
$297,152
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
800
shares
|
$297,152
0.08% of portfolio
|
Q1 2024
Added 112.5%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
800
shares
|
$297,152
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
792
shares
|
$294,180
0.04% of portfolio
|
Q4 2023
Reduced 9.9%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
790
shares
|
$293,437
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2024 Q3 2024 |
777
shares
|
$288,608
0.2% of portfolio
|
Q3 2024
Reduced 21.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
774
shares
|
$287,494
0.01% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
772
shares
|
$286,751
0.03% of portfolio
|
Q2 2024
Added 308.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
764
shares
|
$283,780
0.09% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
761
shares
|
$282,665
0.01% of portfolio
|
Q3 2024
Reduced 48.27%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
756
shares
|
$280,808
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
746
shares
|
$277,094
0.17% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
742
shares
|
$275,608
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
741
shares
|
$275,237
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
739
shares
|
$274,494
0.02% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
736
shares
|
$273,379
0.0% of portfolio
|
Q4 2023
New holding
|