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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
129
shares
|
$47,915
0.0% of portfolio
|
Q1 2024
Reduced 11.03%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
122
shares
|
$45,315
0.03% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
121
shares
|
$44,944
0.0% of portfolio
|
Q3 2024
Added 317.24%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
121
shares
|
$44,944
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
120
shares
|
$44,572
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
120
shares
|
$44,572
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
116
shares
|
$43,087
0.0% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
108
shares
|
$40,115
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
103
shares
|
$38,258
0.0% of portfolio
|
Q3 2024
Added 37.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
101
shares
|
$37,515
0.11% of portfolio
|
Q4 2023
Reduced 1.94%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$37,144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
100
shares
|
$37,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
86
shares
|
$31,943
0.0% of portfolio
|
Q3 2024
Added 45.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
82
shares
|
$30,458
0.0% of portfolio
|
Q3 2024
Reduced 60.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
77
shares
|
$28,600
0.01% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
75
shares
|
$27,858
0.01% of portfolio
|
Q3 2024
Added 1400.0%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
71
shares
|
$26,372
0.0% of portfolio
|
Q3 2024
Added 7000.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
71
shares
|
$26,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$26,000
0.0% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
66
shares
|
$24,515
0.0% of portfolio
|
Q2 2022
Reduced 56.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
64
shares
|
$23,772
0.02% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
60
shares
|
$22,286
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
58
shares
|
$21,543
0.01% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
58
shares
|
$21,543
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
55
shares
|
$20,429
0.0% of portfolio
|
Q3 2024
New holding
|