Purchases and Sales Made in Q2 2024 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
189+ 1.31% |
$69.4K - $80.9K
|
14.6K
$4.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
187+ 0.18% |
$68.7K - $80K
|
102K
$34.1M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
183+ 4.55% |
$67.2K - $78.3K
|
4.21K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
175New |
$64.3K - $74.9K
|
175
$58.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
173+ 353.06% |
$63.6K - $74K
|
222
$74.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159+ 318.0% |
$58.4K - $68K
|
209
$70K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
154+ 11.7% |
$56.6K - $65.9K
|
1.47K
$492K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
153+ 255.0% |
$56.2K - $65.5K
|
213
$71.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
121+ 268.89% |
$44.5K - $51.8K
|
166
$55.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
120New |
$44.1K - $51.4K
|
120
$40.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
120+ 9.98% |
$44.1K - $51.4K
|
1.32K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
113+ 1.4% |
$41.5K - $48.4K
|
8.2K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109+ 109.0% |
$40K - $46.6K
|
209
$70K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
105+ 0.7% |
$38.6K - $44.9K
|
15.1K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
100+ 0.44% |
$36.7K - $42.8K
|
23K
$7.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 12.69% |
$36.4K - $42.4K
|
879
$294K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
98+ 9.8% |
$36K - $41.9K
|
1.1K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
96+ 8.38% |
$35.3K - $41.1K
|
1.24K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
96New |
$35.3K - $41.1K
|
96
$32.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 43.44% |
$35.3K - $41.1K
|
317
$106K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
91+ 7.67% |
$33.4K - $38.9K
|
1.28K
$428K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
90+ 14.4% |
$33.1K - $38.5K
|
715
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
88+ 15.15% |
$32.3K - $37.7K
|
669
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
87+ 1.37% |
$32K - $37.2K
|
6.43K
$2.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86+ 175.51% |
$31.6K - $36.8K
|
135
$45.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
85+ 4.45% |
$31.2K - $36.4K
|
2K
$668K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
81New |
$29.8K - $34.7K
|
81
$27.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
79New |
$29K - $33.8K
|
79
$26.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
79New |
$29K - $33.8K
|
79
$26.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
78+ 2.82% |
$28.7K - $33.4K
|
2.84K
$952K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
77New |
$28.3K - $32.9K
|
77
$25.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76+ 230.3% |
$27.9K - $32.5K
|
109
$36.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
74+ 69.16% |
$27.2K - $31.7K
|
181
$60.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
63+ 5.47% |
$23.1K - $27K
|
1.22K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
59New |
$21.7K - $25.2K
|
59
$19.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
58+ 2.44% |
$21.3K - $24.8K
|
2.44K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
57+ 0.39% |
$20.9K - $24.4K
|
14.7K
$4.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$18.4K - $21.4K
|
50
$16.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
49+ 3.07% |
$18K - $21K
|
1.65K
$551K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
47+ 26.26% |
$17.3K - $20.1K
|
226
$75.7K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
46+ 6.57% |
$16.9K - $19.7K
|
746
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
44+ 5.07% |
$16.2K - $18.8K
|
912
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
40New |
$14.7K - $17.1K
|
40
$13.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
38+ 1.56% |
$14K - $16.3K
|
2.48K
$831K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
37+ 127.59% |
$13.6K - $15.8K
|
66
$22.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
32+ 37.21% |
$11.8K - $13.7K
|
118
$39.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
30+ 0.35% |
$11K - $12.8K
|
8.59K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
25New |
$9.19K - $10.7K
|
25
$8.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 46.3% |
$9.19K - $10.7K
|
79
$26.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$8.82K - $10.3K
|
24
$8.04K
|