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 |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
607
shares
|
$225,464
0.01% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
602
shares
|
$223,606
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
600
shares
|
$222,864
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
583
shares
|
$216,549
0.02% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
580
shares
|
$215,435
0.09% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
571
shares
|
$212,092
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
566
shares
|
$210,235
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
564
shares
|
$209,492
0.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
562
shares
|
$208,749
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
560
shares
|
$208,006
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
559
shares
|
$207,634
0.12% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
555
shares
|
$206,149
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
547
shares
|
$203,177
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
546
shares
|
$202,806
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
539
shares
|
$200,206
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
535
shares
|
$198,720
0.0% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
534
shares
|
$198,348
0.02% of portfolio
|
Q3 2024
Reduced 91.15%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
532
shares
|
$197,606
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
531
shares
|
$197,234
0.03% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
524
shares
|
$194,634
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
520
shares
|
$193,148
0.01% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
515
shares
|
$191,291
0.06% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
514
shares
|
$190,920
0.0% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
513
shares
|
$190,548
0.0% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
509
shares
|
$189,062
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|