Purchases and Sales Made in Q4 2023 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q4 2023. 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, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
690New |
$164K - $217K
|
690
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
687+ 9.64% |
$163K - $216K
|
7.81K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
683New |
$162K - $215K
|
683
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
681New |
$161K - $214K
|
681
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
677New |
$161K - $213K
|
677
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
671+ 33.01% |
$159K - $211K
|
2.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
666New |
$158K - $210K
|
666
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
660New |
$157K - $208K
|
660
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
655New |
$155K - $206K
|
655
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
652New |
$155K - $205K
|
652
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
633+ 6.26% |
$150K - $199K
|
10.7K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
586+ 12.73% |
$139K - $184K
|
5.19K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
570+ 3.36% |
$135K - $179K
|
17.6K
$6.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
570+ 5.06% |
$135K - $179K
|
11.8K
$4.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
564+ 7.41% |
$134K - $178K
|
8.18K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 17.12% |
$120K - $159K
|
3.46K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
500+ 3.83% |
$119K - $157K
|
13.6K
$5.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
443+ 5.16% |
$105K - $139K
|
9.02K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
422+ 9.01% |
$100K - $133K
|
5.1K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
422+ 1.56% |
$100K - $133K
|
27.5K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
392New |
$93K - $123K
|
392
$148K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
378+ 0.27% |
$89.6K - $119K
|
141K
$53.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
377+ 6.81% |
$89.4K - $119K
|
5.91K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
372+ 6.75% |
$88.2K - $117K
|
5.89K
$2.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
352+ 1.69% |
$83.5K - $111K
|
21.2K
$8M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
328+ 1.83% |
$77.8K - $103K
|
18.3K
$6.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
324+ 12.35% |
$76.8K - $102K
|
2.95K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
285+ 14.4% |
$67.6K - $89.7K
|
2.26K
$856K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
264+ 31.28% |
$62.6K - $83.1K
|
1.11K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
260+ 32.5% |
$61.7K - $81.8K
|
1.06K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
260+ 1.11% |
$61.7K - $81.8K
|
23.6K
$8.94M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
250+ 9.35% |
$59.3K - $78.7K
|
2.93K
$1.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
250+ 14.29% |
$59.3K - $78.7K
|
2K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
247+ 11.24% |
$58.6K - $77.7K
|
2.45K
$925K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
243+ 25.42% |
$57.6K - $76.5K
|
1.2K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
234+ 17.38% |
$55.5K - $73.7K
|
1.58K
$598K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
226+ 4.55% |
$53.6K - $71.1K
|
5.2K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
223+ 2.28% |
$52.9K - $70.2K
|
10K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
217+ 5.41% |
$51.5K - $68.3K
|
4.23K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
200+ 0.78% |
$47.4K - $63K
|
25.9K
$9.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
190New |
$45.1K - $59.8K
|
190
$71.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
190New |
$45.1K - $59.8K
|
190
$71.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
176+ 5.19% |
$41.7K - $55.4K
|
3.57K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
171+ 0.81% |
$40.6K - $53.8K
|
21.3K
$8.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
170New |
$40.3K - $53.5K
|
170
$64.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
168+ 3.09% |
$39.8K - $52.9K
|
5.6K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
168+ 0.03% |
$39.8K - $52.9K
|
486K
$184M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
158+ 7.15% |
$37.5K - $49.7K
|
2.37K
$896K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
153+ 10.88% |
$36.3K - $48.2K
|
1.56K
$590K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
150+ 7.73% |
$35.6K - $47.2K
|
2.09K
$791K
|