Purchases and Sales Made in Q2 2023 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
735+ 34.52% |
$151K - $189K
|
2.86K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
720+ 4.09% |
$148K - $185K
|
18.3K
$7.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
611+ 53.74% |
$126K - $157K
|
1.75K
$673K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
600+ 3.33% |
$123K - $154K
|
18.6K
$7.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
581+ 34.5% |
$119K - $149K
|
2.27K
$872K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
545+ 3.19% |
$112K - $140K
|
17.6K
$6.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 7.35% |
$103K - $128K
|
7.3K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
492+ 6.66% |
$101K - $126K
|
7.88K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
468+ 0.61% |
$96.2K - $120K
|
76.8K
$29.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
400New |
$82.2K - $103K
|
400
$154K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
395+ 11.19% |
$81.2K - $101K
|
3.93K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
395+ 0.18% |
$81.2K - $101K
|
224K
$86.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
394+ 79.92% |
$81K - $101K
|
887
$342K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
375+ 21.0% |
$77.1K - $96.2K
|
2.16K
$832K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
364+ 9.29% |
$74.8K - $93.4K
|
4.28K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
340+ 1.47% |
$69.9K - $87.2K
|
23.5K
$9.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
319+ 2.73% |
$65.6K - $81.8K
|
12K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
300+ 22.66% |
$61.7K - $77K
|
1.62K
$625K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
295+ 10.7% |
$60.7K - $75.7K
|
3.05K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
279+ 1.34% |
$57.4K - $71.6K
|
21.1K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
263+ 7.15% |
$54.1K - $67.5K
|
3.94K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
255+ 6.52% |
$52.4K - $65.4K
|
4.17K
$1.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
235+ 5.75% |
$48.3K - $60.3K
|
4.32K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
207+ 2.96% |
$42.6K - $53.1K
|
7.21K
$2.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
200+ 11.17% |
$41.1K - $51.3K
|
1.99K
$767K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
190+ 11.56% |
$39.1K - $48.7K
|
1.83K
$706K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
187+ 6.13% |
$38.4K - $48K
|
3.24K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
186+ 14.1% |
$38.2K - $47.7K
|
1.51K
$580K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
180+ 4.46% |
$37K - $46.2K
|
4.22K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
175+ 2.08% |
$36K - $44.9K
|
8.58K
$3.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
170+ 2.1% |
$35K - $43.6K
|
8.26K
$3.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
167+ 1.68% |
$34.3K - $42.8K
|
10.1K
$3.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
163New |
$33.5K - $41.8K
|
163
$62.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
153+ 0.43% |
$31.5K - $39.2K
|
35.8K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
139+ 4.04% |
$28.6K - $35.7K
|
3.58K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
132+ 31.28% |
$27.1K - $33.9K
|
554
$213K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
123+ 3.37% |
$25.3K - $31.6K
|
3.78K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
103+ 6.36% |
$21.2K - $26.4K
|
1.72K
$663K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
102+ 0.57% |
$21K - $26.2K
|
17.9K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101+ 8.33% |
$20.8K - $25.9K
|
1.31K
$506K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
98New |
$20.1K - $25.1K
|
98
$37.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
94+ 4.44% |
$19.3K - $24.1K
|
2.21K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 1.59% |
$17.5K - $21.8K
|
5.44K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
81+ 20.82% |
$16.7K - $20.8K
|
470
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
79+ 10.73% |
$16.2K - $20.3K
|
815
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
77New |
$15.8K - $19.8K
|
77
$29.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
76+ 4.13% |
$15.6K - $19.5K
|
1.92K
$738K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
76+ 1.56% |
$15.6K - $19.5K
|
4.93K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
76+ 10.53% |
$15.6K - $19.5K
|
798
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
74+ 0.9% |
$15.2K - $19K
|
8.31K
$3.2M
|