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 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
254+ 1.81% |
$63.1K - $73.2K
|
14.3K
$5.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
247+ 21.31% |
$61.3K - $71.2K
|
1.41K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
228+ 3.45% |
$56.6K - $65.7K
|
6.84K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
211+ 16.92% |
$52.4K - $60.8K
|
1.46K
$590K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
210+ 19.44% |
$52.1K - $60.6K
|
1.29K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
209+ 0.95% |
$51.9K - $60.3K
|
22.2K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
200+ 22.22% |
$49.7K - $57.7K
|
1.1K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
200+ 15.69% |
$49.7K - $57.7K
|
1.48K
$597K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
200New |
$49.7K - $57.7K
|
200
$80.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
195+ 2.33% |
$48.4K - $56.2K
|
8.56K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
180+ 0.86% |
$44.7K - $51.9K
|
21.2K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
173+ 0.27% |
$42.9K - $49.9K
|
65.1K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
166+ 3.1% |
$41.2K - $47.9K
|
5.51K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
151+ 4.64% |
$37.5K - $43.5K
|
3.4K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
138+ 5.04% |
$34.3K - $39.8K
|
2.88K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
129+ 0.95% |
$32K - $37.2K
|
13.8K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
123+ 1.48% |
$30.5K - $35.5K
|
8.44K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123New |
$30.5K - $35.5K
|
123
$49.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
103New |
$25.6K - $29.7K
|
103
$41.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
100+ 1.75% |
$24.8K - $28.8K
|
5.8K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
99+ 4.58% |
$24.6K - $28.5K
|
2.26K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
98+ 5.27% |
$24.3K - $28.3K
|
1.96K
$791K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
89+ 2.98% |
$22.1K - $25.7K
|
3.07K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
87+ 2.25% |
$21.6K - $25.1K
|
3.95K
$1.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86+ 3.0% |
$21.4K - $24.8K
|
2.95K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
77+ 2.24% |
$19.1K - $22.2K
|
3.52K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74+ 0.51% |
$18.4K - $21.3K
|
14.5K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
69+ 7.78% |
$17.1K - $19.9K
|
956
$387K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 446.67% |
$16.6K - $19.3K
|
82
$33.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
65+ 15.85% |
$16.1K - $18.7K
|
475
$192K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
58+ 4.77% |
$14.4K - $16.7K
|
1.28K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
55New |
$13.7K - $15.9K
|
55
$22.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55+ 0.47% |
$13.7K - $15.9K
|
11.8K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
55+ 1.29% |
$13.7K - $15.9K
|
4.31K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
51+ 3.53% |
$12.7K - $14.7K
|
1.49K
$605K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
50+ 0.68% |
$12.4K - $14.4K
|
7.35K
$2.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 28.95% |
$10.9K - $12.7K
|
196
$79.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41+ 0.01% |
$10.2K - $11.8K
|
331K
$134M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
41+ 2.14% |
$10.2K - $11.8K
|
1.96K
$792K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
40+ 160.0% |
$9.93K - $11.5K
|
65
$26.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
36+ 0.73% |
$8.94K - $10.4K
|
4.97K
$2.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
36+ 2.0% |
$8.94K - $10.4K
|
1.84K
$742K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
35New |
$8.69K - $10.1K
|
35
$14.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
35New |
$8.69K - $10.1K
|
35
$14.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31New |
$7.7K - $8.94K
|
31
$12.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
31+ 0.12% |
$7.7K - $8.94K
|
25.4K
$10.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
27+ 1.24% |
$6.7K - $7.79K
|
2.2K
$889K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$6.21K - $7.21K
|
25
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24New |
$5.96K - $6.92K
|
24
$9.71K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 1.71% |
$5.46K - $6.34K
|
1.31K
$529K
|