Purchases and Sales Made in Q4 2022 in Carlisle Companies Inc (CSL)
This table provides information about the institutional ownership of Carlisle Companies Inc (CSL) during Q4 2022. 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 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 7.14% |
$1.81K - $2.39K
|
104
$34.8K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 52.94% |
$2.03K - $2.69K
|
8
$2.68K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10- 3.17% |
$2.26K - $2.98K
|
305
$102K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10- 0.52% |
$2.26K - $2.98K
|
1.91K
$638K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-12- 6.28% |
$2.71K - $3.58K
|
179
$59.9K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.02% |
$2.71K - $3.58K
|
59.4K
$19.9M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12- 0.99% |
$2.71K - $3.58K
|
1.2K
$402K
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-13- 1.26% |
$2.94K - $3.88K
|
1.02K
$341K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-15- 50.0% |
$3.39K - $4.48K
|
15
$5.02K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-15- 3.45% |
$3.39K - $4.48K
|
420
$141K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-15- 0.33% |
$3.39K - $4.48K
|
4.5K
$1.51M
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-20- 0.26% |
$4.52K - $5.97K
|
7.58K
$2.54M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-30- 2.89% |
$6.78K - $8.95K
|
1.01K
$337K
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-32- 0.43% |
$7.24K - $9.55K
|
7.48K
$2.5M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 60.0% |
$7.46K - $9.85K
|
22
$7.37K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 92.11% |
$7.91K - $10.4K
|
3
$1K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-40- 2.62% |
$9.04K - $11.9K
|
1.49K
$498K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41- 0.35% |
$9.27K - $12.2K
|
11.7K
$3.92M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-43- 4.25% |
$9.72K - $12.8K
|
968
$324K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-48- 15.58% |
$10.9K - $14.3K
|
260
$87.1K
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-51- 1.6% |
$11.5K - $15.2K
|
3.15K
$1.05M
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-51- 19.69% |
$11.5K - $15.2K
|
208
$69.6K
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-52- 0.57% |
$11.8K - $15.5K
|
9.1K
$3.05M
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-57- 0.61% |
$12.9K - $17K
|
9.28K
$3.11M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-59Closed |
$13.3K - $17.6K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-59- 3.49% |
$13.3K - $17.6K
|
1.63K
$546K
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-68- 1.63% |
$15.4K - $20.3K
|
4.11K
$1.38M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 23.97% |
$15.8K - $20.9K
|
222
$74.3K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-74- 5.74% |
$16.7K - $22.1K
|
1.22K
$407K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-74- 0.35% |
$16.7K - $22.1K
|
20.9K
$7.01M
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-75- 4.2% |
$17K - $22.4K
|
1.71K
$572K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-75- 7.12% |
$17K - $22.4K
|
978
$327K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-81- 81.0% |
$18.3K - $24.2K
|
19
$6.36K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-82- 57.34% |
$18.5K - $24.5K
|
61
$20.4K
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-82- 45.56% |
$18.5K - $24.5K
|
98
$32.8K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-87- 1.96% |
$19.7K - $26K
|
4.34K
$1.45M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-93- 3.1% |
$21K - $27.8K
|
2.91K
$973K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-94- 6.48% |
$21.3K - $28.1K
|
1.36K
$454K
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-100- 1.14% |
$22.6K - $29.8K
|
8.65K
$2.9M
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-100- 0.59% |
$22.6K - $29.8K
|
16.8K
$5.62M
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-102- 3.71% |
$23.1K - $30.4K
|
2.65K
$887K
|
|
May 23, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-142- 1.08% |
$32.1K - $42.4K
|
13K
$4.35M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-146- 0.91% |
$33K - $43.6K
|
15.8K
$5.29M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-147- 5.71% |
$33.2K - $43.9K
|
2.43K
$813K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 2.17% |
$33.9K - $44.8K
|
6.75K
$2.26M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-150- 12.4% |
$33.9K - $44.8K
|
1.06K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-170- 1.14% |
$38.4K - $50.7K
|
14.7K
$4.92M
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-171- 6.67% |
$38.7K - $51K
|
2.39K
$802K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-171- 0.87% |
$38.7K - $51K
|
19.4K
$6.5M
|
|
Feb 10, 2023
Q4 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-183- 5.13% |
$41.4K - $54.6K
|
3.39K
$1.13M
|