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
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$367 - $428
|
1
$398
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 0.04% |
$367 - $428
|
2.25K
$897K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$367 - $428
|
1
$398
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.18% |
$367 - $428
|
563
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 5.0% |
$367 - $428
|
21
$8.35K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 5.56% |
$367 - $428
|
19
$7.56K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.83% |
$367 - $428
|
122
$48.5K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 25.0% |
$367 - $428
|
5
$1.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$367 - $428
|
845
$336K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$367 - $428
|
1
$398
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.53% |
$367 - $428
|
191
$76K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-1- 10.0% |
$367 - $428
|
9
$3.58K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 4.76% |
$367 - $428
|
20
$7.96K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 2.94% |
$367 - $428
|
33
$13.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1- 20.0% |
$367 - $428
|
4
$1.59K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.88% |
$367 - $428
|
112
$44.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$367 - $428
|
11.6K
$4.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-1- 0.18% |
$367 - $428
|
554
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1- 0.08% |
$367 - $428
|
1.19K
$473K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1- 0.07% |
$367 - $428
|
1.54K
$611K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2- 0.37% |
$735 - $856
|
532
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3- 0.07% |
$1.1K - $1.28K
|
4.15K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.5% |
$1.1K - $1.28K
|
601
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3- 0.26% |
$1.1K - $1.28K
|
1.15K
$459K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 75.0% |
$1.1K - $1.28K
|
1
$398
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4- 0.74% |
$1.47K - $1.71K
|
534
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5- 0.48% |
$1.84K - $2.14K
|
1.05K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-8- 9.52% |
$2.94K - $3.42K
|
76
$30.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-9- 0.93% |
$3.31K - $3.85K
|
960
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 1.92% |
$3.67K - $4.28K
|
510
$203K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 1.01% |
$4.04K - $4.71K
|
1.08K
$428K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-12- 1.55% |
$4.41K - $5.14K
|
760
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-13- 17.57% |
$4.78K - $5.56K
|
61
$24.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14- 0.7% |
$5.14K - $5.99K
|
1.99K
$790K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 5.43% |
$5.14K - $5.99K
|
244
$97.1K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21- 3.35% |
$7.72K - $8.99K
|
605
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-21- 42.86% |
$7.72K - $8.99K
|
28
$11.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-23- 2.61% |
$8.45K - $9.84K
|
857
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-23- 4.98% |
$8.45K - $9.84K
|
439
$175K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 1.56% |
$8.82K - $10.3K
|
1.51K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-25- 1.24% |
$9.19K - $10.7K
|
1.99K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-25- 1.95% |
$9.19K - $10.7K
|
1.25K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-28- 4.79% |
$10.3K - $12K
|
557
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-28- 1.77% |
$10.3K - $12K
|
1.55K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-30- 3.21% |
$11K - $12.8K
|
905
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-30- 4.66% |
$11K - $12.8K
|
614
$244K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-30- 2.33% |
$11K - $12.8K
|
1.26K
$501K
|