Purchases and Sales Made in Q2 2024 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
30+ 0.35% |
$11K - $12.8K
|
8.59K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 46.3% |
$9.19K - $10.7K
|
79
$30.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$9.19K - $10.7K
|
25
$9.61K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$8.82K - $10.3K
|
24
$9.23K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
24New |
$8.82K - $10.3K
|
24
$9.23K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
24+ 1.32% |
$8.82K - $10.3K
|
1.84K
$707K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
21+ 210.0% |
$7.72K - $8.99K
|
31
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20+ 0.34% |
$7.35K - $8.56K
|
5.85K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
18+ 2.65% |
$6.61K - $7.7K
|
698
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
18+ 1.69% |
$6.61K - $7.7K
|
1.09K
$417K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 17.31% |
$6.61K - $7.7K
|
122
$46.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
17+ 3.31% |
$6.25K - $7.27K
|
530
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
17New |
$6.25K - $7.27K
|
17
$6.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
16New |
$5.88K - $6.85K
|
16
$6.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
16+ 2.96% |
$5.88K - $6.85K
|
556
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
15+ 0.93% |
$5.51K - $6.42K
|
1.64K
$629K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14+ 2.12% |
$5.14K - $5.99K
|
674
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 70.59% |
$4.41K - $5.14K
|
29
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 17.19% |
$4.04K - $4.71K
|
75
$28.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
11+ 1.93% |
$4.04K - $4.71K
|
580
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11New |
$4.04K - $4.71K
|
11
$4.23K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9+ 0.11% |
$3.31K - $3.85K
|
8.26K
$3.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 1.19% |
$2.57K - $3K
|
597
$229K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7New |
$2.57K - $3K
|
7
$2.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 87.5% |
$2.57K - $3K
|
15
$5.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 28.0% |
$2.57K - $3K
|
32
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.49% |
$1.84K - $2.14K
|
1.03K
$395K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
5New |
$1.84K - $2.14K
|
5
$1.92K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5+ 0.29% |
$1.84K - $2.14K
|
1.71K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.84K - $2.14K
|
1.16K
$444K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 16.13% |
$1.84K - $2.14K
|
36
$13.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$1.84K - $2.14K
|
5
$1.92K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.45% |
$1.47K - $1.71K
|
890
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$1.47K - $1.71K
|
4
$1.54K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.27% |
$1.47K - $1.71K
|
1.5K
$577K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3+ 0.01% |
$1.1K - $1.28K
|
21K
$8.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 150.0% |
$1.1K - $1.28K
|
5
$1.92K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 50.0% |
$1.1K - $1.28K
|
9
$3.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3+ 0.13% |
$1.1K - $1.28K
|
2.39K
$917K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 10.71% |
$1.1K - $1.28K
|
31
$11.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$735 - $856
|
2
$769
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$735 - $856
|
12
$4.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.19% |
$735 - $856
|
1.06K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$735 - $856
|
2
$769
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2+ 0.2% |
$735 - $856
|
1.01K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 10.53% |
$735 - $856
|
21
$8.07K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$735 - $856
|
2
$769
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$735 - $856
|
2
$769
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2New |
$735 - $856
|
2
$769
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$735 - $856
|
822
$316K
|