Purchases and Sales Made in Q2 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 20.37% |
$46.8K - $57.3K
|
6.81K
$554K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.14K+ 0.66% |
$46.5K - $56.9K
|
175K
$14.3M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.14K+ 4.23% |
$46.3K - $56.6K
|
28K
$2.28M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 0.99% |
$45.7K - $55.9K
|
114K
$9.31M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.12K+ 4.15% |
$45.4K - $55.5K
|
28K
$2.28M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.1K+ 21.16% |
$44.7K - $54.7K
|
6.3K
$513K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.08K+ 2.81% |
$43.8K - $53.5K
|
39.5K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.08K+ 9.86% |
$43.7K - $53.4K
|
12K
$976K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 20.22% |
$42.8K - $52.3K
|
6.26K
$510K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04K+ 9.25% |
$42.4K - $51.8K
|
12.3K
$1M
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.03K+ 13.76% |
$41.9K - $51.3K
|
8.52K
$694K
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
1.02K+ 0.37% |
$41.3K - $50.5K
|
276K
$22.4M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 20.44% |
$41.2K - $50.4K
|
5.98K
$487K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$40.7K - $49.8K
|
1K
$81.6K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1K+ 12.86% |
$40.7K - $49.8K
|
8.79K
$716K
|
|
Aug 14, 2023
Q2 2023
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
1KNew |
$40.7K - $49.7K
|
1K
$81.4K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$40.7K - $49.7K
|
1K
$81.4K
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
976+ 97.31% |
$39.7K - $48.5K
|
1.98K
$161K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
955+ 10.88% |
$38.8K - $47.5K
|
9.74K
$793K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
950+ 20.88% |
$38.6K - $47.2K
|
5.5K
$448K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
940New |
$38.2K - $46.7K
|
940
$76.6K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
936+ 0.46% |
$38K - $46.5K
|
205K
$16.7M
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
915+ 7.11% |
$37.2K - $45.5K
|
13.8K
$1.12M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
902+ 0.35% |
$36.7K - $44.8K
|
256K
$20.9M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
894+ 9.76% |
$36.3K - $44.4K
|
10.1K
$819K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
873+ 14.13% |
$35.5K - $43.4K
|
7.05K
$574K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
868+ 1.53% |
$35.3K - $43.1K
|
57.4K
$4.68M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
858+ 88.91% |
$34.9K - $42.7K
|
1.82K
$148K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
824New |
$33.5K - $41K
|
824
$67.1K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
820+ 5.24% |
$33.3K - $40.8K
|
16.5K
$1.34M
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
817+ 0.09% |
$33.2K - $40.6K
|
884K
$72M
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
804+ 9.03% |
$32.7K - $40K
|
9.71K
$791K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
800+ 41.75% |
$32.5K - $39.8K
|
2.72K
$221K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
756+ 7.47% |
$30.7K - $37.6K
|
10.9K
$885K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
723+ 4.49% |
$29.4K - $35.9K
|
16.8K
$1.37M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
710+ 1.14% |
$28.9K - $35.3K
|
63.2K
$5.14M
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
708+ 8.94% |
$28.8K - $35.2K
|
8.63K
$703K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
708+ 12.38% |
$28.8K - $35.2K
|
6.43K
$524K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
705+ 1.91% |
$28.7K - $35K
|
37.7K
$3.07M
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
701+ 0.59% |
$28.5K - $34.8K
|
120K
$9.8M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
696+ 15.18% |
$28.3K - $34.6K
|
5.28K
$430K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
676+ 0.9% |
$27.5K - $33.6K
|
75.8K
$6.17M
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
659+ 0.66% |
$26.8K - $32.8K
|
101K
$8.24M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
636+ 1.43% |
$25.9K - $31.6K
|
45.1K
$3.67M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
627+ 0.84% |
$25.5K - $31.2K
|
75.3K
$6.13M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
619+ 9.5% |
$25.2K - $30.8K
|
7.13K
$581K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
588+ 1.54% |
$23.9K - $29.2K
|
38.7K
$3.15M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
583New |
$23.7K - $29K
|
583
$47.5K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
580+ 39.97% |
$23.6K - $28.8K
|
2.03K
$165K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
575+ 8.15% |
$23.4K - $28.6K
|
7.63K
$621K
|