Purchases and Sales Made in Q4 2024 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q4 2024. 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 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$369 - $481
|
1
$389
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.1% |
$369 - $481
|
1.03K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1- 33.33% |
$369 - $481
|
2
$779
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.26% |
$369 - $481
|
18
$7.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.05% |
$369 - $481
|
1.83K
$714K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 10.53% |
$737 - $962
|
17
$6.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$737 - $962
|
12
$4.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 0.02% |
$1.11K - $1.44K
|
18.6K
$7.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 4.23% |
$1.11K - $1.44K
|
68
$26.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 3.2% |
$1.47K - $1.92K
|
121
$47.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7- 17.07% |
$2.58K - $3.37K
|
34
$13.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-8- 0.3% |
$2.95K - $3.85K
|
2.63K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-10- 0.75% |
$3.69K - $4.81K
|
1.32K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-11- 1.23% |
$4.06K - $5.29K
|
881
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-13- 0.18% |
$4.79K - $6.25K
|
7.02K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-15- 0.87% |
$5.53K - $7.21K
|
1.71K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-25- 86.21% |
$9.22K - $12K
|
4
$1.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-28- 2.65% |
$10.3K - $13.5K
|
1.03K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-43- 0.45% |
$15.9K - $20.7K
|
9.48K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-44- 1.53% |
$16.2K - $21.2K
|
2.84K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45- 7.1% |
$16.6K - $21.6K
|
589
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-52- 0.93% |
$19.2K - $25K
|
5.52K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-66- 2.2% |
$24.3K - $31.7K
|
2.94K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-68- 6.75% |
$25.1K - $32.7K
|
940
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-70- 3.65% |
$25.8K - $33.7K
|
1.85K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-73- 3.38% |
$26.9K - $35.1K
|
2.09K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-90- 1.33% |
$33.2K - $43.3K
|
6.7K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-105- 35.84% |
$38.7K - $50.5K
|
188
$73.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-144- 5.06% |
$53.1K - $69.3K
|
2.7K
$1.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-168- 3.3% |
$61.9K - $80.8K
|
4.92K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-232- 3.57% |
$85.5K - $112K
|
6.26K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-258- 1.51% |
$95.1K - $124K
|
16.8K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-265- 4.31% |
$97.7K - $127K
|
5.88K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-281- 29.77% |
$104K - $135K
|
663
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.34% |
$111K - $144K
|
12.5K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-311- 5.15% |
$115K - $150K
|
5.73K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-339- 27.74% |
$125K - $163K
|
883
$344K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-379- 11.7% |
$140K - $182K
|
2.86K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-391- 31.69% |
$144K - $188K
|
843
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-486- 32.95% |
$179K - $234K
|
989
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-560- 5.6% |
$206K - $269K
|
9.44K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-577- 63.41% |
$213K - $277K
|
333
$130K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-606- 3.11% |
$223K - $291K
|
18.9K
$7.36M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-619- 18.0% |
$228K - $298K
|
2.82K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-643- 2.97% |
$237K - $309K
|
21K
$8.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-679- 7.84% |
$250K - $327K
|
7.99K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-774- 53.27% |
$285K - $372K
|
679
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-793- 5.94% |
$292K - $381K
|
12.6K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-799- 4.7% |
$295K - $384K
|
16.2K
$6.3M
|