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 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1+ 0.05% |
$317 - $409
|
2.02K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$317 - $409
|
1
$384
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$317 - $409
|
1
$384
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$317 - $409
|
2.23K
$855K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$317 - $409
|
795
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 6.67% |
$317 - $409
|
14
$5.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-1- 0.08% |
$317 - $409
|
1.32K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 2.63% |
$317 - $409
|
37
$14.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1- 0.09% |
$317 - $409
|
1.11K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.09% |
$317 - $409
|
1.15K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 8.33% |
$317 - $409
|
11
$4.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.25% |
$634 - $817
|
792
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.22% |
$634 - $817
|
893
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2- 11.11% |
$634 - $817
|
16
$6.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.1% |
$634 - $817
|
1.99K
$763K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2- 0.27% |
$634 - $817
|
752
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2- 8.7% |
$634 - $817
|
21
$8.07K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-3- 0.45% |
$951 - $1.23K
|
658
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4- 36.36% |
$1.27K - $1.63K
|
7
$2.69K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4- 8.51% |
$1.27K - $1.63K
|
43
$16.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 3.88% |
$1.59K - $2.04K
|
124
$47.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5- 0.47% |
$1.59K - $2.04K
|
1.06K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$1.59K - $2.04K
|
7
$2.69K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-7- 0.19% |
$2.22K - $2.86K
|
3.58K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7- 0.92% |
$2.22K - $2.86K
|
755
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9- 0.81% |
$2.85K - $3.68K
|
1.1K
$422K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-9- 29.03% |
$2.85K - $3.68K
|
22
$8.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-9- 6.98% |
$2.85K - $3.68K
|
120
$46.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10- 1.42% |
$3.17K - $4.09K
|
692
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-10- 1.44% |
$3.17K - $4.09K
|
686
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-12- 6.0% |
$3.81K - $4.9K
|
188
$72.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12- 0.6% |
$3.81K - $4.9K
|
2K
$769K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12- 1.6% |
$3.81K - $4.9K
|
737
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-15- 0.41% |
$4.76K - $6.13K
|
3.61K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 1.42% |
$4.76K - $6.13K
|
1.04K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-16- 4.09% |
$5.07K - $6.54K
|
375
$144K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-17- 68.0% |
$5.39K - $6.94K
|
8
$3.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-17- 62.96% |
$5.39K - $6.94K
|
10
$3.84K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17- 94.44% |
$5.39K - $6.94K
|
1
$384
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-20- 0.27% |
$6.34K - $8.17K
|
7.45K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-25- 1.65% |
$7.93K - $10.2K
|
1.49K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-26- 0.58% |
$8.24K - $10.6K
|
4.46K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-28- 0.35% |
$8.88K - $11.4K
|
8.02K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-29- 2.32% |
$9.2K - $11.8K
|
1.22K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-29- 10.14% |
$9.2K - $11.8K
|
257
$98.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcw Group Inc
|
SELL
|
- |
-31- 0.18% |
$9.83K - $12.7K
|
17.2K
$6.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-31- 3.95% |
$9.83K - $12.7K
|
754
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-32- 1.53% |
$10.1K - $13.1K
|
2.06K
$792K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-35- 1.47% |
$11.1K - $14.3K
|
2.34K
$899K
|