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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-25- 50.0% |
$5.3K - $6.65K
|
25
$9.46K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-26- 0.62% |
$5.51K - $6.92K
|
4.2K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-35- 0.17% |
$7.42K - $9.32K
|
20.2K
$7.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-36- 3.57% |
$7.63K - $9.58K
|
972
$368K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-42- 16.15% |
$8.91K - $11.2K
|
218
$82.5K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-48- 2.41% |
$10.2K - $12.8K
|
1.94K
$734K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-49- 80.33% |
$10.4K - $13K
|
12
$4.54K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-49- 42.61% |
$10.4K - $13K
|
66
$25K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55- 5.26% |
$11.7K - $14.6K
|
991
$375K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-55- 5.43% |
$11.7K - $14.6K
|
958
$362K
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
SELL
|
- |
-57- 0.19% |
$12.1K - $15.2K
|
29.6K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-64- 49.23% |
$13.6K - $17K
|
66
$25K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-65- 15.48% |
$13.8K - $17.3K
|
355
$134K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 1.7% |
$14.8K - $18.6K
|
4.04K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-71- 12.59% |
$15.1K - $18.9K
|
493
$186K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-72- 32.43% |
$15.3K - $19.2K
|
150
$56.7K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-74- 96.1% |
$15.7K - $19.7K
|
3
$1.13K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 36.06% |
$15.9K - $20K
|
133
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-78- 4.06% |
$16.5K - $20.8K
|
1.84K
$696K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-85- 30.91% |
$18K - $22.6K
|
190
$71.9K
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-95- 4.54% |
$20.1K - $25.3K
|
2K
$755K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-96- 96.0% |
$20.4K - $25.6K
|
4
$1.51K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-98- 29.52% |
$20.8K - $26.1K
|
234
$88.5K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.76% |
$21.2K - $26.6K
|
13.1K
$4.94M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-100Closed |
$21.2K - $26.6K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.72% |
$21.2K - $26.6K
|
13.7K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-101- 6.36% |
$21.4K - $26.9K
|
1.49K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-107- 17.63% |
$22.7K - $28.5K
|
500
$189K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-110- 1.52% |
$23.3K - $29.3K
|
7.13K
$2.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-113- 94.96% |
$24K - $30.1K
|
6
$2.27K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 0.56% |
$24.8K - $31.1K
|
20.8K
$7.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-120- 1.58% |
$25.4K - $31.9K
|
7.46K
$2.82M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123Closed |
$26.1K - $32.7K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-126- 0.83% |
$26.7K - $33.5K
|
15.1K
$5.71M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-128- 6.72% |
$27.1K - $34.1K
|
1.78K
$672K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-129- 60.85% |
$27.4K - $34.3K
|
83
$31.4K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-130- 28.89% |
$27.6K - $34.6K
|
320
$121K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-132- 1.55% |
$28K - $35.1K
|
8.36K
$3.16M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136- 97.84% |
$28.8K - $36.2K
|
3
$1.13K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-142- 0.18% |
$30.1K - $37.8K
|
78.8K
$29.8M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-145- 5.55% |
$30.7K - $38.6K
|
2.47K
$934K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-149- 4.15% |
$31.6K - $39.7K
|
3.44K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-150- 27.83% |
$31.8K - $39.9K
|
389
$147K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-155- 0.56% |
$32.9K - $41.3K
|
27.3K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-195- 1.38% |
$41.3K - $51.9K
|
13.9K
$5.26M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-195- 3.43% |
$41.3K - $51.9K
|
5.48K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 2.86% |
$42.4K - $53.2K
|
6.8K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-205- 15.11% |
$43.5K - $54.6K
|
1.15K
$436K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-212- 2.45% |
$45K - $56.4K
|
8.44K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-215- 14.93% |
$45.6K - $57.2K
|
1.23K
$463K
|