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
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
22New |
$5.46K - $6.34K
|
22
$7.67K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22+ 1.71% |
$5.46K - $6.34K
|
1.31K
$456K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
20+ 0.23% |
$4.97K - $5.77K
|
8.58K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
19+ 73.08% |
$4.72K - $5.48K
|
45
$15.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$4.72K - $5.48K
|
19
$6.63K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 18.95% |
$4.47K - $5.19K
|
113
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 18.95% |
$4.47K - $5.19K
|
113
$39.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17+ 2.0% |
$4.22K - $4.9K
|
869
$303K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17New |
$4.22K - $4.9K
|
17
$5.93K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 71.43% |
$3.72K - $4.33K
|
36
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 10.37% |
$3.48K - $4.04K
|
149
$52K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.81% |
$3.23K - $3.75K
|
1.62K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
13+ 1.73% |
$3.23K - $3.75K
|
766
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12+ 0.81% |
$2.98K - $3.46K
|
1.49K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
11New |
$2.73K - $3.17K
|
11
$3.84K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11New |
$2.73K - $3.17K
|
11
$3.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
10+ 0.14% |
$2.48K - $2.88K
|
6.91K
$2.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.43% |
$1.74K - $2.02K
|
1.64K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 20.0% |
$1.74K - $2.02K
|
42
$14.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.03% |
$1.49K - $1.73K
|
17.9K
$6.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6New |
$1.49K - $1.73K
|
6
$2.09K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6+ 0.33% |
$1.49K - $1.73K
|
1.84K
$641K
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5+ 0.31% |
$1.24K - $1.44K
|
1.61K
$562K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$1.24K - $1.44K
|
8.27K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.38% |
$993 - $1.15K
|
1.05K
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 200.0% |
$497 - $577
|
3
$1.05K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.15% |
$497 - $577
|
1.32K
$459K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 9.09% |
$497 - $577
|
24
$8.37K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 18.18% |
$497 - $577
|
13
$4.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$497 - $577
|
817
$285K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 4.0% |
$248 - $288
|
26
$9.07K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 7.14% |
$248 - $288
|
15
$5.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1+ 0.11% |
$248 - $288
|
951
$332K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$248 - $288
|
2.62K
$915K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 14.29% |
$248 - $288
|
6
$2.09K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 4.55% |
$248 - $288
|
21
$7.32K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1- 1.59% |
$248 - $288
|
62
$21.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.03% |
$248 - $288
|
2.87K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$497 - $577
|
21.9K
$7.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.1% |
$745 - $865
|
2.88K
$1.01M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5- 2.35% |
$1.24K - $1.44K
|
208
$72.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-5- 5.1% |
$1.24K - $1.44K
|
93
$32.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.61% |
$1.74K - $2.02K
|
1.13K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7Closed |
$1.74K - $2.02K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-8- 0.15% |
$1.99K - $2.31K
|
5.2K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.99K - $2.31K
|
5.43K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 61.54% |
$1.99K - $2.31K
|
5
$1.74K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-11- 6.75% |
$2.73K - $3.17K
|
152
$53K
|