Purchases and Sales Made in Q2 2025 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
762+ 26.63% |
$242K - $311K
|
3.62K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
699New |
$222K - $286K
|
699
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
683New |
$217K - $279K
|
683
$263K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
683New |
$217K - $279K
|
683
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
667New |
$212K - $272K
|
667
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
656New |
$208K - $268K
|
656
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
650+ 18.84% |
$206K - $266K
|
4.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
649+ 18.72% |
$206K - $265K
|
4.12K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
646New |
$205K - $264K
|
646
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
645+ 24.46% |
$205K - $263K
|
3.28K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
623New |
$198K - $254K
|
623
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
612New |
$194K - $250K
|
612
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
610New |
$193K - $249K
|
610
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
604+ 3.07% |
$192K - $247K
|
20.2K
$7.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
597New |
$189K - $244K
|
597
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
591+ 2.56% |
$187K - $241K
|
23.7K
$9.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
569New |
$180K - $232K
|
569
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
569New |
$180K - $232K
|
569
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
558+ 10.32% |
$177K - $228K
|
5.97K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
556New |
$176K - $227K
|
556
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
555+ 2.91% |
$176K - $227K
|
19.6K
$7.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
549New |
$174K - $224K
|
549
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
546New |
$173K - $223K
|
546
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
542New |
$172K - $221K
|
542
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
540New |
$171K - $221K
|
540
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
527+ 2.27% |
$167K - $215K
|
23.8K
$9.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
515New |
$163K - $210K
|
515
$198K
|
|
|
Aug 06, 2025
Q2 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
507+ 3.71% |
$161K - $207K
|
14.2K
$5.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
504+ 2.63% |
$160K - $206K
|
19.6K
$7.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
486+ 6.74% |
$154K - $199K
|
7.7K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
476+ 18.77% |
$151K - $194K
|
3.01K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
461+ 4.34% |
$146K - $188K
|
11.1K
$4.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
447+ 5.84% |
$142K - $183K
|
8.1K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
445+ 16.72% |
$141K - $182K
|
3.11K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
415+ 50.61% |
$132K - $170K
|
1.24K
$475K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
414+ 67.54% |
$131K - $169K
|
1.03K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
414New |
$131K - $169K
|
414
$159K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
379+ 58.76% |
$120K - $155K
|
1.02K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
369+ 13.73% |
$117K - $151K
|
3.06K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
358New |
$114K - $146K
|
358
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
355New |
$113K - $145K
|
355
$136K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
333+ 19.13% |
$106K - $136K
|
2.07K
$797K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
332+ 22.3% |
$105K - $136K
|
1.82K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
323+ 12.51% |
$102K - $132K
|
2.9K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
323+ 21.77% |
$102K - $132K
|
1.81K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
312+ 66.81% |
$98.9K - $127K
|
779
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
310+ 15.0% |
$98.3K - $127K
|
2.38K
$913K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
309+ 170.72% |
$98K - $126K
|
490
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
285+ 26.03% |
$90.4K - $116K
|
1.38K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
284+ 14.76% |
$90.1K - $116K
|
2.21K
$849K
|