Purchases and Sales Made in Q3 2023 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.49K+ 67.57% |
$370K - $430K
|
3.7K
$1.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.48K+ 9.56% |
$368K - $427K
|
17K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.48KNew |
$367K - $426K
|
1.48K
$598K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.48K+ 100.14% |
$366K - $426K
|
2.95K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.35KNew |
$334K - $388K
|
1.35K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.32KNew |
$327K - $380K
|
1.32K
$533K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.31K+ 3.64% |
$325K - $377K
|
37.2K
$15.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.28K+ 1.18% |
$318K - $369K
|
110K
$44.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.23K+ 63.57% |
$304K - $353K
|
3.15K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.22KNew |
$303K - $352K
|
1.22K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.19K+ 2.27% |
$295K - $343K
|
53.5K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.16K+ 67.32% |
$289K - $336K
|
2.89K
$1.17M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.16K+ 67.32% |
$289K - $336K
|
2.89K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.13KNew |
$281K - $326K
|
1.13K
$457K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.1K+ 41.0% |
$274K - $318K
|
3.8K
$1.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.04K+ 9.57% |
$257K - $299K
|
11.9K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.02K+ 91.26% |
$254K - $295K
|
2.14K
$868K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01KNew |
$250K - $290K
|
1.01K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1K+ 20.0% |
$248K - $288K
|
6K
$2.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
979+ 35.04% |
$243K - $282K
|
3.77K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
926+ 13.54% |
$230K - $267K
|
7.77K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
907+ 29.19% |
$225K - $262K
|
4.01K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
873+ 2.55% |
$217K - $252K
|
35.1K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
871+ 12.91% |
$216K - $251K
|
7.62K
$3.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
856+ 14.87% |
$213K - $247K
|
6.61K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
848New |
$211K - $245K
|
848
$343K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
844New |
$210K - $243K
|
844
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
843+ 0.38% |
$209K - $243K
|
225K
$91.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
830+ 6.78% |
$206K - $239K
|
13.1K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
817New |
$203K - $236K
|
817
$331K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
813New |
$202K - $234K
|
813
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
773New |
$192K - $223K
|
773
$313K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
771New |
$191K - $222K
|
771
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
700+ 40.63% |
$174K - $202K
|
2.42K
$980K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
640+ 6.34% |
$159K - $185K
|
10.7K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
580+ 76.82% |
$144K - $167K
|
1.34K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
501+ 1.21% |
$124K - $144K
|
41.9K
$17M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
470+ 11.15% |
$117K - $136K
|
4.69K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
446+ 1.67% |
$111K - $129K
|
27.2K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
439+ 10.54% |
$109K - $127K
|
4.61K
$1.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
426+ 852.0% |
$106K - $123K
|
476
$193K
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
423+ 1.18% |
$105K - $122K
|
36.2K
$14.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
412New |
$102K - $119K
|
412
$167K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
410+ 18.1% |
$102K - $118K
|
2.68K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
396+ 2.13% |
$98.3K - $114K
|
19K
$7.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
358+ 9.48% |
$88.9K - $103K
|
4.13K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
344+ 7.95% |
$85.4K - $99.2K
|
4.67K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
336New |
$83.4K - $96.9K
|
336
$136K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
268+ 1.13% |
$66.5K - $77.3K
|
24.1K
$9.73M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 0.93% |
$63.6K - $73.8K
|
27.7K
$11.2M
|