Purchases and Sales Made in Q1 2025 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q1 2025. 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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31New |
$10.1K - $12.7K
|
31
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
29+ 2.0% |
$9.47K - $11.8K
|
1.48K
$589K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$9.14K - $11.4K
|
28
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
25+ 2.2% |
$8.16K - $10.2K
|
1.16K
$462K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$8.16K - $10.2K
|
25
$9.95K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 67.57% |
$8.16K - $10.2K
|
62
$24.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
22+ 3.85% |
$7.18K - $8.98K
|
593
$236K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
22+ 0.3% |
$7.18K - $8.98K
|
7.47K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22New |
$7.18K - $8.98K
|
22
$8.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
22+ 5.66% |
$7.18K - $8.98K
|
411
$163K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
21New |
$6.86K - $8.57K
|
21
$8.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
21+ 350.0% |
$6.86K - $8.57K
|
27
$10.7K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
20+ 6.9% |
$6.53K - $8.16K
|
310
$123K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 2.47% |
$6.2K - $7.76K
|
788
$313K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19+ 2.78% |
$6.2K - $7.76K
|
702
$279K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$5.88K - $7.35K
|
18
$7.16K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
18New |
$5.88K - $7.35K
|
18
$7.16K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 113.33% |
$5.55K - $6.94K
|
32
$12.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 83.33% |
$4.9K - $6.12K
|
33
$13.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 21.31% |
$4.24K - $5.31K
|
74
$29.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
13+ 2.22% |
$4.24K - $5.31K
|
598
$238K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13+ 2.09% |
$4.24K - $5.31K
|
634
$252K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
13+ 1.96% |
$4.24K - $5.31K
|
677
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 6.38% |
$3.92K - $4.9K
|
200
$79.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$3.92K - $4.9K
|
12
$4.77K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
11+ 1.14% |
$3.59K - $4.49K
|
972
$387K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11+ 1.5% |
$3.59K - $4.49K
|
745
$296K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
11+ 0.47% |
$3.59K - $4.49K
|
2.38K
$945K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10New |
$3.26K - $4.08K
|
10
$3.98K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10+ 7.52% |
$3.26K - $4.08K
|
143
$56.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$3.26K - $4.08K
|
10
$3.98K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 4.61% |
$3.26K - $4.08K
|
227
$90.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
10New |
$3.26K - $4.08K
|
10
$3.98K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9+ 0.82% |
$2.94K - $3.67K
|
1.11K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9New |
$2.94K - $3.67K
|
9
$3.58K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9+ 19.57% |
$2.94K - $3.67K
|
55
$21.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 450.0% |
$2.94K - $3.67K
|
11
$4.38K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
$2.61K - $3.27K
|
8
$3.18K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$2.61K - $3.27K
|
8
$3.18K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7+ 0.32% |
$2.29K - $2.86K
|
2.22K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.96K - $2.45K
|
1.41K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
6+ 150.0% |
$1.96K - $2.45K
|
10
$3.98K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.76% |
$1.96K - $2.45K
|
796
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$1.99K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 13.51% |
$1.63K - $2.04K
|
42
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 100.0% |
$1.63K - $2.04K
|
10
$3.98K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
5New |
$1.63K - $2.04K
|
5
$1.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.42% |
$1.63K - $2.04K
|
1.19K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.31K - $1.63K
|
4
$1.59K
|