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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
24+ 3.44% |
$5.09K - $6.39K
|
722
$273K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20+ 0.27% |
$4.24K - $5.32K
|
7.5K
$2.84M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19+ 0.16% |
$4.03K - $5.06K
|
11.7K
$4.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 17.31% |
$3.82K - $4.79K
|
122
$46.1K
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
15New |
$3.18K - $3.99K
|
15
$5.67K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 14.02% |
$3.18K - $3.99K
|
122
$46.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14+ 0.66% |
$2.97K - $3.73K
|
2.14K
$811K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10+ 18.87% |
$2.12K - $2.66K
|
63
$23.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 52.63% |
$2.12K - $2.66K
|
29
$11K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.51% |
$1.91K - $2.4K
|
1.79K
$677K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7+ 21.21% |
$1.48K - $1.86K
|
40
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7+ 0.76% |
$1.48K - $1.86K
|
923
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 85.71% |
$1.27K - $1.6K
|
13
$4.92K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 1.12% |
$1.06K - $1.33K
|
451
$171K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 62.5% |
$1.06K - $1.33K
|
13
$4.92K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 33.33% |
$1.06K - $1.33K
|
20
$7.57K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.38% |
$848 - $1.06K
|
1.05K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 40.0% |
$848 - $1.06K
|
14
$5.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 8.0% |
$848 - $1.06K
|
54
$20.4K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.4% |
$636 - $799
|
756
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3New |
$636 - $799
|
3
$1.13K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3+ 0.09% |
$636 - $799
|
3.19K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$424 - $532
|
2
$757
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2New |
$424 - $532
|
2
$757
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 66.67% |
$424 - $532
|
5
$1.89K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.11% |
$212 - $266
|
949
$359K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 2.86% |
$212 - $266
|
36
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 9.09% |
$212 - $266
|
10
$3.78K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 9.09% |
$212 - $266
|
10
$3.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1- 0.11% |
$212 - $266
|
886
$335K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 5.56% |
$424 - $532
|
34
$12.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.55% |
$424 - $532
|
363
$137K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 10.53% |
$424 - $532
|
17
$6.43K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2- 1.45% |
$424 - $532
|
136
$51.4K
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.07% |
$424 - $532
|
2.87K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 80.0% |
$848 - $1.06K
|
1
$378
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5- 0.25% |
$1.06K - $1.33K
|
2.02K
$764K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5- 0.06% |
$1.06K - $1.33K
|
8.37K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6- 0.15% |
$1.27K - $1.6K
|
3.91K
$1.48M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 63.64% |
$1.48K - $1.86K
|
4
$1.51K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-8- 0.11% |
$1.7K - $2.13K
|
7.47K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-10- 0.36% |
$2.12K - $2.66K
|
2.74K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-14- 0.53% |
$2.97K - $3.73K
|
2.63K
$996K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 1.15% |
$2.97K - $3.73K
|
1.2K
$454K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 28.0% |
$2.97K - $3.73K
|
36
$13.6K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 25.37% |
$3.6K - $4.53K
|
50
$18.9K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-18- 0.22% |
$3.82K - $4.79K
|
8.24K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-20- 1.17% |
$4.24K - $5.32K
|
1.69K
$639K
|