Purchases and Sales Made in Q4 2021 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20New |
$4.02K - $4.96K
|
20
$7.69K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$4.02K - $4.96K
|
20
$7.69K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16New |
$3.22K - $3.97K
|
16
$6.15K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
13+ 0.94% |
$2.61K - $3.23K
|
1.39K
$534K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 4.7% |
$2.21K - $2.73K
|
245
$94.2K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10+ 0.73% |
$2.01K - $2.48K
|
1.39K
$534K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$2.01K - $2.48K
|
10
$3.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9+ 0.63% |
$1.81K - $2.23K
|
1.45K
$557K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.75% |
$1.81K - $2.23K
|
1.21K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8New |
$1.61K - $1.98K
|
8
$3.08K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 17.65% |
$1.21K - $1.49K
|
40
$15.4K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5New |
$1K - $1.24K
|
5
$1.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
BUY
|
- |
4+ 0.01% |
$804 - $992
|
33.2K
$12.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3+ 18.75% |
$603 - $744
|
19
$7.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2New |
$402 - $496
|
2
$769
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2New |
$402 - $496
|
2
$769
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2New |
$402 - $496
|
2
$769
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.26% |
$402 - $496
|
772
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1+ 0.2% |
$201 - $248
|
501
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-1- 0.12% |
$201 - $248
|
815
$313K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-3- 15.79% |
$603 - $744
|
16
$6.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4- 0.24% |
$804 - $992
|
1.67K
$641K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5- 0.03% |
$1K - $1.24K
|
15.3K
$5.89M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-7Closed |
$1.41K - $1.74K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9- 0.22% |
$1.81K - $2.23K
|
4.03K
$1.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9- 0.04% |
$1.81K - $2.23K
|
20.3K
$7.81M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12Closed |
$2.41K - $2.98K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-14- 0.38% |
$2.81K - $3.47K
|
3.68K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-14- 9.27% |
$2.81K - $3.47K
|
137
$52.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15- 0.87% |
$3.01K - $3.72K
|
1.71K
$659K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17- 0.03% |
$3.42K - $4.22K
|
66.5K
$25.6M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18Closed |
$3.62K - $4.47K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.33% |
$4.02K - $4.96K
|
5.95K
$2.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-21- 1.03% |
$4.22K - $5.21K
|
2.02K
$775K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-23- 1.11% |
$4.62K - $5.71K
|
2.06K
$790K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-27- 0.48% |
$5.43K - $6.7K
|
5.62K
$2.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-33Closed |
$6.63K - $8.19K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-33- 0.42% |
$6.63K - $8.19K
|
7.88K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-34- 2.8% |
$6.83K - $8.44K
|
1.18K
$454K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-35- 0.31% |
$7.03K - $8.68K
|
11.3K
$4.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 1.35% |
$7.03K - $8.68K
|
2.56K
$985K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-41- 31.54% |
$8.24K - $10.2K
|
89
$34.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-41- 2.83% |
$8.24K - $10.2K
|
1.41K
$541K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-42- 0.59% |
$8.44K - $10.4K
|
7.1K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-44- 3.28% |
$8.84K - $10.9K
|
1.3K
$498K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
SELL
|
- |
-45- 4.31% |
$9.04K - $11.2K
|
1K
$384K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-45- 3.67% |
$9.04K - $11.2K
|
1.18K
$454K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-49- 1.5% |
$9.85K - $12.2K
|
3.23K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-50- 2.78% |
$10K - $12.4K
|
1.75K
$673K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 12.95% |
$10K - $12.4K
|
336
$129K
|