Purchases and Sales Made in Q3 2024 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
150+ 16.56% |
$56.5K - $67.4K
|
1.06K
$354K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
138+ 4.09% |
$52K - $62K
|
3.52K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
136+ 65.07% |
$51.2K - $61.1K
|
345
$116K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125+ 154.32% |
$47.1K - $56.2K
|
206
$69.1K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
121+ 3025.0% |
$45.6K - $54.4K
|
125
$41.9K
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
120+ 0.97% |
$45.2K - $53.9K
|
12.4K
$4.17M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
120+ 0.82% |
$45.2K - $53.9K
|
14.8K
$4.96M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
120+ 8.27% |
$45.2K - $53.9K
|
1.57K
$527K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
113+ 0.42% |
$42.5K - $50.8K
|
27.1K
$9.09M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
107+ 13.06% |
$40.3K - $48.1K
|
926
$311K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
106+ 0.54% |
$39.9K - $47.6K
|
19.6K
$6.57M
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
105+ 11.69% |
$39.5K - $47.2K
|
1K
$337K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
96New |
$36.1K - $43.1K
|
96
$32.2K
|
|
Nov 13, 2024
Q3 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
95+ 0.36% |
$35.8K - $42.7K
|
26.2K
$8.79M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
95+ 2.06% |
$35.8K - $42.7K
|
4.7K
$1.58M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
92+ 317.24% |
$34.6K - $41.3K
|
121
$40.6K
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
89+ 2.11% |
$33.5K - $40K
|
4.31K
$1.45M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 12.17% |
$31.6K - $37.7K
|
774
$260K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
83+ 7.19% |
$31.2K - $37.3K
|
1.24K
$415K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 37.56% |
$30.1K - $35.9K
|
293
$98.3K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
77+ 57.04% |
$29K - $34.6K
|
212
$71.1K
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
77+ 1.5% |
$29K - $34.6K
|
5.21K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 115.15% |
$28.6K - $34.1K
|
142
$47.6K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
74+ 8.42% |
$27.9K - $33.3K
|
953
$320K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 0.4% |
$27.1K - $32.4K
|
18.2K
$6.11M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
71New |
$26.7K - $31.9K
|
71
$23.8K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
70+ 1400.0% |
$26.4K - $31.5K
|
75
$25.2K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
70+ 7000.0% |
$26.4K - $31.5K
|
71
$23.8K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
65+ 5.18% |
$24.5K - $29.2K
|
1.32K
$443K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
61+ 1.5% |
$23K - $27.4K
|
4.13K
$1.38M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
61+ 3.9% |
$23K - $27.4K
|
1.62K
$545K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
60+ 8.9% |
$22.6K - $27K
|
734
$246K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
59+ 0.85% |
$22.2K - $26.5K
|
7.03K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59+ 6.33% |
$22.2K - $26.5K
|
991
$333K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
57+ 75.0% |
$21.5K - $25.6K
|
133
$44.6K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
56+ 2.82% |
$21.1K - $25.2K
|
2.04K
$685K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
55New |
$20.7K - $24.7K
|
55
$18.5K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
55New |
$20.7K - $24.7K
|
55
$18.5K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
54+ 1.28% |
$20.3K - $24.3K
|
4.26K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51+ 3.94% |
$19.2K - $22.9K
|
1.35K
$451K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
51+ 3.99% |
$19.2K - $22.9K
|
1.33K
$446K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
46+ 0.77% |
$17.3K - $20.7K
|
6.04K
$2.03M
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
46+ 3.44% |
$17.3K - $20.7K
|
1.38K
$464K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
45+ 3.34% |
$16.9K - $20.2K
|
1.39K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
44+ 3.62% |
$16.6K - $19.8K
|
1.26K
$422K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
42+ 1.85% |
$15.8K - $18.9K
|
2.31K
$775K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 4.47% |
$15.1K - $18K
|
935
$314K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
35+ 3.57% |
$13.2K - $15.7K
|
1.02K
$341K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
32+ 19.28% |
$12K - $14.4K
|
198
$66.4K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 17.68% |
$12K - $14.4K
|
213
$71.5K
|