Purchases and Sales Made in Q4 2022 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
17+ 1.1% |
$3.84K - $5.07K
|
1.57K
$660K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
15New |
$3.39K - $4.48K
|
15
$6.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
15New |
$3.39K - $4.48K
|
15
$6.32K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 2.36% |
$3.17K - $4.18K
|
607
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$2.71K - $3.58K
|
12
$5.05K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12New |
$2.71K - $3.58K
|
12
$5.05K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$2.49K - $3.28K
|
11
$4.63K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 2.53% |
$2.49K - $3.28K
|
446
$188K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10+ 0.46% |
$2.26K - $2.98K
|
2.17K
$912K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
9+ 0.42% |
$2.03K - $2.69K
|
2.14K
$902K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.1% |
$1.81K - $2.39K
|
8.02K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8New |
$1.81K - $2.39K
|
8
$3.37K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8+ 0.52% |
$1.81K - $2.39K
|
1.55K
$651K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7+ 0.21% |
$1.58K - $2.09K
|
3.36K
$1.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.58K - $2.09K
|
7
$2.95K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 8.96% |
$1.36K - $1.79K
|
73
$30.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 5.31% |
$1.36K - $1.79K
|
119
$50.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 20.0% |
$1.36K - $1.79K
|
36
$15.2K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 57.14% |
$904 - $1.19K
|
11
$4.63K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 57.14% |
$904 - $1.19K
|
11
$4.63K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$904 - $1.19K
|
4
$1.68K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.29% |
$678 - $895
|
1.04K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2New |
$452 - $597
|
2
$842
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 9.09% |
$452 - $597
|
24
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$226 - $298
|
4.22K
$1.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1+ 0.11% |
$226 - $298
|
948
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$226 - $298
|
1.77K
$744K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1New |
$226 - $298
|
1
$421
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.05% |
$226 - $298
|
2.03K
$853K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.11% |
$226 - $298
|
887
$373K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$226 - $298
|
1.61K
$676K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 16.67% |
$452 - $597
|
10
$4.21K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 15.38% |
$452 - $597
|
11
$4.63K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 3.7% |
$678 - $895
|
78
$32.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 36.36% |
$904 - $1.19K
|
7
$2.95K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4- 0.05% |
$904 - $1.19K
|
8.38K
$3.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 1.08% |
$904 - $1.19K
|
365
$154K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 9.52% |
$904 - $1.19K
|
38
$16K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 10.26% |
$904 - $1.19K
|
35
$14.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 9.09% |
$1.13K - $1.49K
|
50
$21.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-5- 0.1% |
$1.13K - $1.49K
|
4.97K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.57% |
$1.36K - $1.79K
|
1.04K
$439K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 46.15% |
$1.36K - $1.79K
|
7
$2.95K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 12.28% |
$1.58K - $2.09K
|
50
$21.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 1.03% |
$1.81K - $2.39K
|
770
$324K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-8- 0.33% |
$1.81K - $2.39K
|
2.39K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 7.14% |
$1.81K - $2.39K
|
104
$43.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 52.94% |
$2.03K - $2.69K
|
8
$3.37K
|