Purchases and Sales Made in Q1 2023 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q1 2023. The information is specifically focused on institutions that hold shares of CARLISLE COMPANIES INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1KNew |
$212K - $266K
|
1K
$378K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
961+ 50.42% |
$204K - $256K
|
2.87K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
949+ 2.48% |
$201K - $253K
|
39.2K
$14.8M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
948+ 39.6% |
$201K - $252K
|
3.34K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
944+ 12.43% |
$200K - $251K
|
8.54K
$3.23M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
935+ 441.04% |
$198K - $249K
|
1.15K
$434K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
811+ 5.13% |
$172K - $216K
|
16.6K
$6.29M
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
759+ 0.1% |
$161K - $202K
|
787K
$298M
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
752+ 5.77% |
$159K - $200K
|
13.8K
$5.21M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
736+ 13.52% |
$156K - $196K
|
6.18K
$2.34M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
711+ 233.11% |
$151K - $189K
|
1.02K
$384K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
667+ 4.54% |
$141K - $178K
|
15.4K
$5.81M
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
657+ 27.47% |
$139K - $175K
|
3.05K
$1.15M
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
618+ 57.97% |
$131K - $165K
|
1.68K
$637K
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
590+ 28.02% |
$125K - $157K
|
2.7K
$1.02M
|
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
BUY
|
- |
570+ 3.15% |
$121K - $152K
|
18.7K
$7.07M
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
566+ 46.39% |
$120K - $151K
|
1.79K
$676K
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
550+ 2.66% |
$117K - $146K
|
21.2K
$8.02M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
547+ 6.97% |
$116K - $146K
|
8.4K
$3.18M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
534+ 3.69% |
$113K - $142K
|
15K
$5.67M
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
510+ 4.88% |
$108K - $136K
|
11K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
509+ 4.04% |
$108K - $135K
|
13.1K
$4.96M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
495+ 2.29% |
$105K - $132K
|
22.1K
$8.36M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
493+ 56.47% |
$105K - $131K
|
1.37K
$517K
|
|
Apr 13, 2023
Q1 2023
|
Laurus Investment Counsel Inc.
|
BUY
|
- |
490+ 5.25% |
$104K - $130K
|
9.83K
$3.72M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
490+ 2.04% |
$104K - $130K
|
24.5K
$9.25M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
456+ 2.51% |
$96.7K - $121K
|
18.6K
$7.03M
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
433New |
$91.8K - $115K
|
433
$164K
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
BUY
|
- |
412+ 12.07% |
$87.4K - $110K
|
3.83K
$1.45M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
394+ 2.69% |
$83.5K - $105K
|
15K
$5.69M
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
389+ 1.88% |
$82.5K - $104K
|
21.1K
$7.98M
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
381+ 12.11% |
$80.8K - $101K
|
3.53K
$1.33M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
360+ 3.16% |
$76.3K - $95.8K
|
11.7K
$4.44M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
354+ 9.09% |
$75.1K - $94.2K
|
4.25K
$1.61M
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
350+ 18.66% |
$74.2K - $93.2K
|
2.23K
$842K
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
336+ 8.52% |
$71.2K - $89.4K
|
4.28K
$1.62M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
334+ 14.53% |
$70.8K - $88.9K
|
2.63K
$996K
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
332+ 3.58% |
$70.4K - $88.4K
|
9.61K
$3.63M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
313+ 74.0% |
$66.4K - $83.3K
|
736
$278K
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
313+ 1.45% |
$66.4K - $83.3K
|
21.9K
$8.3M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
300New |
$63.6K - $79.9K
|
300
$113K
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
285+ 9.12% |
$60.4K - $75.9K
|
3.41K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
269+ 14.46% |
$57K - $71.6K
|
2.13K
$805K
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
268+ 2.68% |
$56.8K - $71.3K
|
10.3K
$3.88M
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
249+ 23.87% |
$52.8K - $66.3K
|
1.29K
$489K
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
240+ 0.68% |
$50.9K - $63.9K
|
35.7K
$13.5M
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
233+ 7.04% |
$49.4K - $62K
|
3.54K
$1.34M
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
222+ 4.79% |
$47.1K - $59.1K
|
4.86K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
221+ 16.87% |
$46.9K - $58.8K
|
1.53K
$579K
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
212+ 3.64% |
$45K - $56.4K
|
6.04K
$2.29M
|