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 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13New |
$4.26K - $5.66K
|
13
$4.23K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 15.15% |
$3.28K - $4.35K
|
76
$24.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 1.22% |
$2.62K - $3.48K
|
664
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 87.5% |
$2.29K - $3.05K
|
15
$4.88K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
7New |
$2.29K - $3.05K
|
7
$2.28K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6+ 0.9% |
$1.97K - $2.61K
|
672
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.27% |
$1.97K - $2.61K
|
2.26K
$734K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.2% |
$1.31K - $1.74K
|
2.01K
$653K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 13.33% |
$1.31K - $1.74K
|
34
$11.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 14.29% |
$983 - $1.31K
|
24
$7.81K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 11.11% |
$655 - $870
|
20
$6.51K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$655 - $870
|
2
$651
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 5.88% |
$328 - $435
|
18
$5.86K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1New |
$328 - $435
|
1
$326
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$328 - $435
|
4
$1.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 100.0% |
$328 - $435
|
2
$651
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 7.14% |
$328 - $435
|
15
$4.88K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$328 - $435
|
1.41K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 12.5% |
$328 - $435
|
7
$2.28K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 20.0% |
$328 - $435
|
4
$1.3K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 40.0% |
$1.31K - $1.74K
|
6
$1.95K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-7- 1.06% |
$2.29K - $3.05K
|
651
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-9- 13.24% |
$2.95K - $3.92K
|
59
$19.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9- 0.36% |
$2.95K - $3.92K
|
2.49K
$811K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-11- 1.17% |
$3.6K - $4.79K
|
928
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 2.91% |
$4.91K - $6.53K
|
500
$163K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 2.12% |
$5.24K - $6.96K
|
738
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18- 2.27% |
$5.9K - $7.83K
|
775
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-20- 0.84% |
$6.55K - $8.7K
|
2.36K
$767K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-24- 0.31% |
$7.86K - $10.4K
|
7.75K
$2.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-29- 2.79% |
$9.5K - $12.6K
|
1.01K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-30- 3.01% |
$9.83K - $13.1K
|
968
$315K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-48- 0.62% |
$15.7K - $20.9K
|
7.66K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-50- 3.57% |
$16.4K - $21.8K
|
1.35K
$440K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-55- 0.09% |
$18K - $23.9K
|
59.6K
$19.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-57- 91.94% |
$18.7K - $24.8K
|
5
$1.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-58- 8.45% |
$19K - $25.2K
|
628
$204K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-60- 8.28% |
$19.7K - $26.1K
|
665
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-62- 13.14% |
$20.3K - $27K
|
410
$133K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-65- 11.73% |
$21.3K - $28.3K
|
489
$159K
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-67- 1.1% |
$21.9K - $29.2K
|
6K
$1.95M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-67- 3.68% |
$21.9K - $29.2K
|
1.75K
$571K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-67- 4.43% |
$21.9K - $29.2K
|
1.45K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-72- 8.69% |
$23.6K - $31.3K
|
757
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-84- 0.65% |
$27.5K - $36.5K
|
12.8K
$4.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-88- 2.46% |
$28.8K - $38.3K
|
3.5K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-90- 1.53% |
$29.5K - $39.2K
|
5.78K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-99- 11.66% |
$32.4K - $43.1K
|
750
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-100- 9.31% |
$32.8K - $43.5K
|
974
$317K
|