Purchases and Sales Made in Q1 2024 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q1 2024. 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 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
52+ 33.33% |
$15.6K - $20.4K
|
208
$72.7K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
52+ 4.97% |
$15.6K - $20.4K
|
1.1K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
50+ 0.35% |
$15K - $19.6K
|
14.4K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
49New |
$14.7K - $19.2K
|
49
$17.1K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
49+ 4.31% |
$14.7K - $19.2K
|
1.19K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47+ 1566.67% |
$14.1K - $18.4K
|
50
$17.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
43+ 1.13% |
$12.9K - $16.8K
|
3.86K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
41+ 5.51% |
$12.3K - $16.1K
|
785
$274K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 0.32% |
$10.8K - $14.1K
|
11.1K
$3.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
34New |
$10.2K - $13.3K
|
34
$11.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34New |
$10.2K - $13.3K
|
34
$11.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
34+ 5.02% |
$10.2K - $13.3K
|
711
$249K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
34+ 1.04% |
$10.2K - $13.3K
|
3.32K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33New |
$9.93K - $12.9K
|
33
$11.5K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
32+ 2.01% |
$9.63K - $12.5K
|
1.62K
$567K
|
|
|
May 06, 2024
Q1 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
30+ 0.08% |
$9.03K - $11.8K
|
35.8K
$12.5M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 18.87% |
$9.03K - $11.8K
|
189
$66.1K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 520.0% |
$7.82K - $10.2K
|
31
$10.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 41.38% |
$7.22K - $9.4K
|
82
$28.7K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
20+ 20.41% |
$6.02K - $7.84K
|
118
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
20+ 0.21% |
$6.02K - $7.84K
|
9.74K
$3.4M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18+ 163.64% |
$5.42K - $7.05K
|
29
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 2.18% |
$5.42K - $7.05K
|
844
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18+ 0.22% |
$5.42K - $7.05K
|
8.2K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
17+ 1700.0% |
$5.11K - $6.66K
|
18
$6.29K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
16New |
$4.81K - $6.27K
|
16
$5.59K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.59% |
$4.81K - $6.27K
|
1.02K
$358K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15New |
$4.51K - $5.88K
|
15
$5.24K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
15+ 1.73% |
$4.51K - $5.88K
|
880
$308K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
13New |
$3.91K - $5.09K
|
13
$4.54K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 4.88% |
$3.61K - $4.7K
|
258
$90.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 5.74% |
$3.61K - $4.7K
|
221
$77.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11+ 0.58% |
$3.31K - $4.31K
|
1.91K
$668K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$3.01K - $3.92K
|
10
$3.5K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
10New |
$3.01K - $3.92K
|
10
$3.5K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.57% |
$2.71K - $3.53K
|
1.6K
$558K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9+ 1.06% |
$2.71K - $3.53K
|
857
$300K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
8+ 0.14% |
$2.41K - $3.13K
|
5.89K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8+ 0.47% |
$2.41K - $3.13K
|
1.7K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 63.64% |
$2.11K - $2.74K
|
18
$6.29K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.45% |
$2.11K - $2.74K
|
1.55K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7+ 0.35% |
$2.11K - $2.74K
|
1.98K
$693K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 58.33% |
$2.11K - $2.74K
|
19
$6.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 10.34% |
$1.81K - $2.35K
|
64
$22.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6+ 0.88% |
$1.81K - $2.35K
|
687
$240K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5New |
$1.5K - $1.96K
|
5
$1.75K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$1.2K - $1.57K
|
4
$1.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 16.67% |
$1.2K - $1.57K
|
28
$9.79K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.33% |
$1.2K - $1.57K
|
1.2K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4New |
$1.2K - $1.57K
|
4
$1.4K
|