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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
6New |
$1.42K - $1.89K
|
6
$2.31K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6+ 1.46% |
$1.42K - $1.89K
|
418
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6+ 0.34% |
$1.42K - $1.89K
|
1.79K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
5+ 0.31% |
$1.19K - $1.57K
|
1.62K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 7.41% |
$949 - $1.26K
|
58
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.28% |
$711 - $944
|
1.06K
$407K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.26% |
$711 - $944
|
1.14K
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 66.67% |
$474 - $630
|
5
$1.93K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$474 - $630
|
819
$315K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 1.47% |
$474 - $630
|
138
$53.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 1.47% |
$474 - $630
|
138
$53.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.38% |
$237 - $315
|
43
$16.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.49% |
$237 - $315
|
206
$79.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.48% |
$237 - $315
|
209
$80.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$237 - $315
|
1.32K
$507K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$237 - $315
|
772
$297K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$237 - $315
|
14
$5.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1New |
$237 - $315
|
1
$385
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 8.33% |
$237 - $315
|
11
$4.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 5.26% |
$237 - $315
|
18
$6.93K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.12% |
$474 - $630
|
1.67K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 1.94% |
$474 - $630
|
101
$38.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$474 - $630
|
4
$1.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.44% |
$474 - $630
|
80
$30.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 28.57% |
$474 - $630
|
5
$1.93K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-3- 0.16% |
$711 - $944
|
1.83K
$705K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$1.19K - $1.57K
|
21.9K
$8.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5- 0.19% |
$1.19K - $1.57K
|
2.61K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-5- 0.03% |
$1.19K - $1.57K
|
18.2K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6- 0.52% |
$1.42K - $1.89K
|
1.15K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 6.19% |
$1.66K - $2.2K
|
106
$40.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-10- 0.14% |
$2.37K - $3.15K
|
6.9K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-12- 0.65% |
$2.85K - $3.78K
|
1.83K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12- 0.56% |
$2.85K - $3.78K
|
2.12K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-13- 1.22% |
$3.08K - $4.09K
|
1.05K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13- 1.15% |
$3.08K - $4.09K
|
1.12K
$429K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 19.48% |
$3.56K - $4.72K
|
62
$23.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-15- 0.37% |
$3.56K - $4.72K
|
4.08K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17- 1.88% |
$4.03K - $5.35K
|
888
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-17- 3.55% |
$4.03K - $5.35K
|
462
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-19- 20.43% |
$4.51K - $5.98K
|
74
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19- 2.19% |
$4.51K - $5.98K
|
850
$327K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-21- 58.33% |
$4.98K - $6.61K
|
15
$5.78K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-24- 54.55% |
$5.69K - $7.55K
|
20
$7.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-25- 2.52% |
$5.93K - $7.87K
|
968
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-29- 1.35% |
$6.88K - $9.13K
|
2.12K
$814K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-29- 2.13% |
$6.88K - $9.13K
|
1.33K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-30- 1.33% |
$7.11K - $9.44K
|
2.23K
$859K
|