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 808 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
44
shares
|
$14,982
0.01% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
44
shares
|
$14,982
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
43
shares
|
$14,641
0.0% of portfolio
|
Q1 2021
Added 19.44%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
40
shares
|
$13,620
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
37
shares
|
$12,598
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
37
shares
|
$12,598
0.0% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
37
shares
|
$12,598
0.0% of portfolio
|
Q1 2024
Reduced 40.32%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
37
shares
|
$12,598
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
37
shares
|
$12,598
0.0% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
36
shares
|
$12,258
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
35
shares
|
$11,917
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
34
shares
|
$11,577
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
32
shares
|
$10,896
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$10,555
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
30
shares
|
$10,215
0.0% of portfolio
|
Q2 2024
Reduced 99.91%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
28
shares
|
$9,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
27
shares
|
$9,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
27
shares
|
$9,193
0.0% of portfolio
|
Q1 2022
Added 12.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
27
shares
|
$9,193
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
26
shares
|
$8,853
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
24
shares
|
$8,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$7,831
0.0% of portfolio
|
Q4 2024
Added 76.92%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
23
shares
|
$7,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$6,810
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
19
shares
|
$6,469
0.0% of portfolio
|
Q4 2024
New holding
|