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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.42% |
$12K - $14.4K
|
1.36K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
30+ 1.2% |
$11.3K - $13.5K
|
2.54K
$852K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
30+ 272.73% |
$11.3K - $13.5K
|
41
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
30+ 0.19% |
$11.3K - $13.5K
|
15.8K
$5.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
30+ 5.2% |
$11.3K - $13.5K
|
607
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 37.33% |
$10.5K - $12.6K
|
103
$34.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 45.76% |
$10.2K - $12.1K
|
86
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
27New |
$10.2K - $12.1K
|
27
$9.06K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25+ 1.63% |
$9.41K - $11.2K
|
1.56K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
25+ 0.29% |
$9.41K - $11.2K
|
8.61K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
25+ 9.96% |
$9.41K - $11.2K
|
276
$92.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
24+ 1.07% |
$9.04K - $10.8K
|
2.28K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
24+ 3.36% |
$9.04K - $10.8K
|
739
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
23New |
$8.66K - $10.3K
|
23
$7.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
23+ 3.1% |
$8.66K - $10.3K
|
764
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
23+ 4.68% |
$8.66K - $10.3K
|
514
$172K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21+ 2100.0% |
$7.91K - $9.44K
|
22
$7.38K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
18+ 3.02% |
$6.78K - $8.09K
|
615
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
17+ 1.62% |
$6.4K - $7.64K
|
1.06K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16+ 0.8% |
$6.02K - $7.19K
|
2.01K
$675K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15+ 1.01% |
$5.65K - $6.74K
|
1.5K
$504K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.7% |
$5.65K - $6.74K
|
2.16K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
15+ 0.67% |
$5.65K - $6.74K
|
2.27K
$761K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
15+ 12.71% |
$5.65K - $6.74K
|
133
$44.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 11.48% |
$5.27K - $6.29K
|
136
$45.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 38.71% |
$4.52K - $5.39K
|
43
$14.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12+ 0.2% |
$4.52K - $5.39K
|
6.02K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12+ 0.08% |
$4.52K - $5.39K
|
14.6K
$4.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
11+ 1.22% |
$4.14K - $4.94K
|
911
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10+ 1.43% |
$3.77K - $4.49K
|
708
$238K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10+ 500.0% |
$3.77K - $4.49K
|
12
$4.03K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9+ 1.57% |
$3.39K - $4.04K
|
583
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 27.27% |
$3.39K - $4.04K
|
42
$14.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 6.42% |
$2.64K - $3.15K
|
116
$38.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7+ 350.0% |
$2.64K - $3.15K
|
9
$3.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6+ 1.08% |
$2.26K - $2.7K
|
562
$189K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 13.51% |
$1.88K - $2.25K
|
42
$14.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
5+ 0.49% |
$1.88K - $2.25K
|
1.02K
$341K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$1.88K - $2.25K
|
5
$1.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$1.88K - $2.25K
|
5
$1.68K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4+ 0.5% |
$1.51K - $1.8K
|
802
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.66% |
$1.51K - $1.8K
|
609
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$1.51K - $1.8K
|
4
$1.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.6% |
$1.51K - $1.8K
|
254
$85.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.28% |
$1.13K - $1.35K
|
1.06K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3+ 0.18% |
$1.13K - $1.35K
|
1.7K
$571K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$1.13K - $1.35K
|
3
$1.01K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2+ 0.36% |
$753 - $899
|
559
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 1.69% |
$753 - $899
|
120
$40.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$753 - $899
|
824
$277K
|