Institutional Ownership Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL). We have compiled data on the 801 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
15
shares
|
$5,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
15
shares
|
$5,022
0.0% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
13
shares
|
$4,352
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
12
shares
|
$4,017
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
12
shares
|
$4,017
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$3,683
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
11
shares
|
$3,683
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
10
shares
|
$3,348
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$3,013
0.01% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
7
shares
|
$2,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6
shares
|
$2,008
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
6
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
Reduced 77.27%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
5
shares
|
$1,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
5
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
Reduced 93.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$1,339
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
4
shares
|
$1,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
4
shares
|
$1,339
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4
shares
|
$1,339
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
3
shares
|
$1,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3
shares
|
$1,004
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3
shares
|
$1,004
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
3
shares
|
$1,004
0.0% of portfolio
|
Q4 2024
New holding
|