Purchases and Sales Made in Q3 2025 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q3 2025. 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 07, 2025
Q3 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
432+ 29.88% |
$141K - $188K
|
1.88K
$611K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
399+ 57.58% |
$131K - $174K
|
1.09K
$356K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
381+ 3.19% |
$125K - $166K
|
12.3K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
367+ 582.54% |
$120K - $160K
|
430
$140K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
357+ 22.17% |
$117K - $155K
|
1.97K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
357+ 166.82% |
$117K - $155K
|
571
$186K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
316+ 1.61% |
$103K - $137K
|
19.9K
$6.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
293New |
$96K - $127K
|
293
$95.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
273+ 11.67% |
$89.4K - $119K
|
2.61K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
267+ 1.51% |
$87.4K - $116K
|
18K
$5.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
257+ 7.83% |
$84.2K - $112K
|
3.54K
$1.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
254+ 6.01% |
$83.2K - $111K
|
4.48K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
253+ 9.1% |
$82.9K - $110K
|
3.03K
$988K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
234+ 11.75% |
$76.6K - $102K
|
2.23K
$725K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
177+ 6.04% |
$58K - $77K
|
3.11K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
170+ 18.62% |
$55.7K - $74K
|
1.08K
$353K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
137+ 10.93% |
$44.9K - $59.6K
|
1.39K
$453K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
130+ 2.46% |
$42.6K - $56.6K
|
5.42K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
125New |
$40.9K - $54.4K
|
125
$40.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
125+ 10.83% |
$40.9K - $54.4K
|
1.28K
$416K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
117+ 3.83% |
$38.3K - $50.9K
|
3.17K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$38K - $50.5K
|
116
$37.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
114+ 196.55% |
$37.3K - $49.6K
|
172
$56K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
107+ 13.74% |
$35K - $46.6K
|
886
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
107+ 3.68% |
$35K - $46.6K
|
3.01K
$980K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
100+ 1.52% |
$32.8K - $43.5K
|
6.7K
$2.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
81+ 1.18% |
$26.5K - $35.2K
|
6.95K
$2.26M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
78+ 4.84% |
$25.5K - $33.9K
|
1.69K
$550K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 4.81% |
$25.5K - $33.9K
|
1.7K
$554K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
66+ 2.15% |
$21.6K - $28.7K
|
3.14K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
62+ 5.57% |
$20.3K - $27K
|
1.18K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
62+ 1.15% |
$20.3K - $27K
|
5.44K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
61+ 8.73% |
$20K - $26.5K
|
760
$247K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 0.91% |
$16.4K - $21.8K
|
5.57K
$1.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
44+ 12.29% |
$14.4K - $19.1K
|
402
$131K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
44New |
$14.4K - $19.1K
|
44
$14.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 3.85% |
$13.8K - $18.3K
|
1.13K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
40+ 3.66% |
$13.1K - $17.4K
|
1.13K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
37+ 5.42% |
$12.1K - $16.1K
|
720
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
36+ 0.28% |
$11.8K - $15.7K
|
13K
$4.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
35New |
$11.5K - $15.2K
|
35
$11.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 4.95% |
$10.5K - $13.9K
|
679
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29New |
$9.5K - $12.6K
|
29
$9.44K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26+ 1.44% |
$8.52K - $11.3K
|
1.83K
$596K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
26+ 0.57% |
$8.52K - $11.3K
|
4.58K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
21New |
$6.88K - $9.14K
|
21
$6.84K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
20New |
$6.55K - $8.7K
|
20
$6.51K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17+ 0.39% |
$5.57K - $7.4K
|
4.42K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
15New |
$4.91K - $6.53K
|
15
$4.88K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13+ 1.06% |
$4.26K - $5.66K
|
1.24K
$402K
|