Purchases and Sales Made in Q1 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 2023. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.41K+ 6.0% |
$58.5K - $68.2K
|
24.9K
$2.03M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.41K+ 2.25% |
$58.5K - $68.1K
|
64.1K
$5.22M
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$114K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.39K+ 13.79% |
$57.8K - $67.4K
|
11.5K
$936K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.37KNew |
$56.8K - $66.1K
|
1.37K
$111K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.3K+ 23.11% |
$54K - $62.9K
|
6.93K
$564K
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.29K+ 2.41% |
$53.6K - $62.4K
|
54.9K
$4.47M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.29KNew |
$53.4K - $62.3K
|
1.29K
$105K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.26K+ 16.11% |
$52.3K - $61K
|
9.08K
$740K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.24K+ 6.04% |
$51.7K - $60.2K
|
21.9K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.24K+ 3.86% |
$51.7K - $60.2K
|
33.5K
$2.73M
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
1.19K+ 13.6% |
$49.4K - $57.6K
|
9.94K
$810K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.19K+ 17.3% |
$49.3K - $57.4K
|
8.05K
$656K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.19KNew |
$49.2K - $57.3K
|
1.19K
$96.5K
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1.18K+ 45.83% |
$48.8K - $56.8K
|
3.74K
$305K
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.17K+ 0.38% |
$48.4K - $56.4K
|
309K
$25.1M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
1.14K+ 1.5% |
$47.4K - $55.2K
|
77K
$6.27M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 18.48% |
$46.9K - $54.7K
|
7.24K
$590K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 8.34% |
$46.3K - $53.9K
|
14.5K
$1.18M
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.07K+ 4.87% |
$44.6K - $51.9K
|
23.1K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05KNew |
$43.7K - $50.9K
|
1.05K
$85.8K
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.05K+ 0.65% |
$43.4K - $50.6K
|
162K
$13.2M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.03KNew |
$42.7K - $49.7K
|
1.03K
$83.7K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.03K+ 0.8% |
$42.6K - $49.6K
|
129K
$10.5M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
990+ 12.34% |
$41.1K - $47.9K
|
9.01K
$734K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
980+ 0.41% |
$40.7K - $47.4K
|
240K
$19.6M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
965+ 15.26% |
$40.1K - $46.7K
|
7.29K
$593K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
922+ 1.38% |
$38.3K - $44.6K
|
67.7K
$5.51M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
921+ 1.76% |
$38.2K - $44.6K
|
53.4K
$4.35M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
916+ 9.03% |
$38K - $44.3K
|
11.1K
$901K
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
912+ 1.04% |
$37.9K - $44.1K
|
88.6K
$7.21M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
911+ 11.11% |
$37.8K - $44.1K
|
9.11K
$742K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
910+ 9.88% |
$37.8K - $44K
|
10.1K
$824K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
899+ 10.14% |
$37.3K - $43.5K
|
9.77K
$795K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
890+ 1.93% |
$37K - $43.1K
|
47K
$3.83M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
885+ 5.99% |
$36.7K - $42.8K
|
15.6K
$1.27M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
881+ 254.62% |
$36.6K - $42.6K
|
1.23K
$99.9K
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
860+ 21.1% |
$35.7K - $41.6K
|
4.94K
$402K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
843+ 1.48% |
$35K - $40.8K
|
57.6K
$4.69M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
828+ 1.1% |
$34.4K - $40.1K
|
76.3K
$6.22M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
817+ 1.02% |
$33.9K - $39.5K
|
80.8K
$6.58M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
814+ 16.82% |
$33.8K - $39.4K
|
5.65K
$460K
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
780+ 1.18% |
$32.4K - $37.7K
|
67.1K
$5.46M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
770+ 4.04% |
$32K - $37.3K
|
19.8K
$1.62M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
764+ 5.28% |
$31.7K - $37K
|
15.2K
$1.24M
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
752+ 6.2% |
$31.2K - $36.4K
|
12.9K
$1.05M
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
730+ 4.49% |
$30.3K - $35.3K
|
17K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
710+ 3.2% |
$29.5K - $34.3K
|
22.9K
$1.87M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
706+ 1.95% |
$29.3K - $34.2K
|
37K
$3.01M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
698+ 4.29% |
$29K - $33.8K
|
17K
$1.38M
|