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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
150+ 7.73% |
$35.6K - $47.2K
|
2.09K
$700K
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
146+ 0.65% |
$34.6K - $46K
|
22.7K
$7.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
136+ 4.73% |
$32.3K - $42.8K
|
3.01K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
135+ 1.07% |
$32K - $42.5K
|
12.8K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
127New |
$30.1K - $40K
|
127
$42.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
125+ 15.53% |
$29.6K - $39.3K
|
930
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
122+ 10.8% |
$28.9K - $38.4K
|
1.25K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
122New |
$28.9K - $38.4K
|
122
$40.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
115+ 2.45% |
$27.3K - $36.2K
|
4.8K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
112+ 0.01% |
$26.6K - $35.3K
|
1.15M
$385M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101New |
$24K - $31.8K
|
101
$33.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
99+ 0.89% |
$23.5K - $31.2K
|
11.3K
$3.77M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
98New |
$23.2K - $30.8K
|
98
$32.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
94+ 6.29% |
$22.3K - $29.6K
|
1.59K
$532K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84+ 5.19% |
$19.9K - $26.4K
|
1.7K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
74+ 3.8% |
$17.5K - $23.3K
|
2.02K
$676K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
72+ 4.84% |
$17.1K - $22.7K
|
1.56K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 1183.33% |
$16.8K - $22.3K
|
77
$25.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
66+ 3.37% |
$15.7K - $20.8K
|
2.02K
$678K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
62+ 0.19% |
$14.7K - $19.5K
|
33.4K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
55+ 0.48% |
$13K - $17.3K
|
11.6K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
54New |
$12.8K - $17K
|
54
$18.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 25.51% |
$11.9K - $15.7K
|
246
$82.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
47+ 0.43% |
$11.1K - $14.8K
|
11K
$3.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
45+ 3.05% |
$10.7K - $14.2K
|
1.52K
$510K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 88.89% |
$9.49K - $12.6K
|
85
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
38+ 2.45% |
$9.01K - $12K
|
1.59K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
37New |
$8.77K - $11.6K
|
37
$12.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
35+ 0.24% |
$8.3K - $11K
|
14.4K
$4.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
35New |
$8.3K - $11K
|
35
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34+ 1.4% |
$8.06K - $10.7K
|
2.46K
$823K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
32+ 123.08% |
$7.59K - $10.1K
|
58
$19.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
31+ 0.17% |
$7.35K - $9.76K
|
18K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
26+ 11.71% |
$6.17K - $8.18K
|
248
$83K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
25+ 0.29% |
$5.93K - $7.87K
|
8.6K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25New |
$5.93K - $7.87K
|
25
$8.37K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
23New |
$5.45K - $7.24K
|
23
$7.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
22+ 2.31% |
$5.22K - $6.92K
|
973
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$4.74K - $6.3K
|
20
$6.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
17New |
$4.03K - $5.35K
|
17
$5.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17New |
$4.03K - $5.35K
|
17
$5.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11New |
$2.61K - $3.46K
|
11
$3.68K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$2.37K - $3.15K
|
10
$3.35K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 6.71% |
$2.37K - $3.15K
|
159
$53.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9+ 0.48% |
$2.13K - $2.83K
|
1.9K
$636K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8+ 0.92% |
$1.9K - $2.52K
|
881
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 53.33% |
$1.9K - $2.52K
|
23
$7.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
7+ 0.72% |
$1.66K - $2.2K
|
981
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7New |
$1.66K - $2.2K
|
7
$2.34K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6+ 0.34% |
$1.42K - $1.89K
|
1.79K
$601K
|