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 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
74+ 4.83% |
$15.2K - $19K
|
1.61K
$618K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
70+ 0.19% |
$14.4K - $18K
|
37K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.88% |
$10.3K - $12.8K
|
5.7K
$2.2M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50+ 5.34% |
$10.3K - $12.8K
|
986
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 4.64% |
$9.46K - $11.8K
|
1.04K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
44+ 3.66% |
$9.05K - $11.3K
|
1.25K
$480K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38+ 3.39% |
$7.81K - $9.75K
|
1.16K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35+ 7.0% |
$7.2K - $8.98K
|
535
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
33+ 2.42% |
$6.78K - $8.47K
|
1.4K
$538K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
27+ 1.26% |
$5.55K - $6.93K
|
2.17K
$836K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
25New |
$5.14K - $6.41K
|
25
$9.63K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
25New |
$5.14K - $6.41K
|
25
$9.63K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
22+ 0.26% |
$4.52K - $5.64K
|
8.56K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 0.09% |
$4.11K - $5.13K
|
21.9K
$8.43M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
19+ 1.2% |
$3.91K - $4.87K
|
1.61K
$619K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 1.59% |
$3.29K - $4.1K
|
1.03K
$395K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 1.33% |
$3.08K - $3.85K
|
1.14K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
15+ 1.16% |
$3.08K - $3.85K
|
1.31K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13+ 0.07% |
$2.67K - $3.33K
|
18.8K
$7.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 92.31% |
$2.47K - $3.08K
|
25
$9.63K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 27.27% |
$1.85K - $2.31K
|
42
$16.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6+ 0.52% |
$1.23K - $1.54K
|
1.16K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5+ 0.34% |
$1.03K - $1.28K
|
1.48K
$569K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.1% |
$617 - $770
|
2.87K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 100.0% |
$617 - $770
|
6
$2.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.29% |
$617 - $770
|
1.05K
$404K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 1.33% |
$411 - $513
|
152
$58.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.5% |
$411 - $513
|
135
$52K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$411 - $513
|
2
$770
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 40.0% |
$411 - $513
|
7
$2.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.05% |
$206 - $257
|
2.05K
$788K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$206 - $257
|
2.87K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 10.0% |
$206 - $257
|
11
$4.24K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 33.33% |
$206 - $257
|
4
$1.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.11% |
$206 - $257
|
950
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.05% |
$206 - $257
|
1.89K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.78% |
$206 - $257
|
35
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 50.0% |
$206 - $257
|
1
$385
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 8.33% |
$411 - $513
|
22
$8.47K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.4% |
$617 - $770
|
753
$290K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 10.34% |
$617 - $770
|
26
$10K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-4- 0.78% |
$822 - $1.03K
|
509
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4- 11.76% |
$822 - $1.03K
|
30
$11.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 20.0% |
$1.03K - $1.28K
|
20
$7.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$1.64K - $2.05K
|
2.62K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 10.26% |
$1.64K - $2.05K
|
70
$27K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-10- 0.23% |
$2.06K - $2.57K
|
4.33K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-10- 0.05% |
$2.06K - $2.57K
|
21.2K
$8.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11- 0.51% |
$2.26K - $2.82K
|
2.13K
$821K
|