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 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
266+ 9.97% |
$10.8K - $13.2K
|
2.93K
$239K
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
250+ 7.02% |
$10.2K - $12.4K
|
3.81K
$310K
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
248New |
$10.1K - $12.3K
|
248
$20.2K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
242New |
$9.84K - $12K
|
242
$19.7K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
240+ 6.22% |
$9.76K - $11.9K
|
4.1K
$334K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
231+ 2.59% |
$9.39K - $11.5K
|
9.15K
$745K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
231+ 2.37% |
$9.39K - $11.5K
|
10K
$814K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
231+ 1.93% |
$9.39K - $11.5K
|
12.2K
$995K
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
230+ 0.56% |
$9.35K - $11.4K
|
41.6K
$3.38M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
228+ 0.92% |
$9.27K - $11.3K
|
25K
$2.04M
|
|
Aug 09, 2023
Q2 2023
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
222+ 0.04% |
$9.02K - $11K
|
625K
$50.9M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
219+ 4.24% |
$8.9K - $10.9K
|
5.38K
$438K
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
219+ 0.97% |
$8.9K - $10.9K
|
22.7K
$1.85M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
205+ 8.98% |
$8.33K - $10.2K
|
2.49K
$203K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
205+ 1.77% |
$8.33K - $10.2K
|
11.8K
$960K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
204+ 3.09% |
$8.29K - $10.1K
|
6.82K
$555K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
204+ 2.98% |
$8.29K - $10.1K
|
7.05K
$574K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
204+ 25.31% |
$8.29K - $10.1K
|
1.01K
$82.3K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
202+ 2.23% |
$8.21K - $10K
|
9.28K
$756K
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
201+ 2.21% |
$8.17K - $9.99K
|
9.31K
$758K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
200New |
$8.13K - $9.94K
|
200
$16.3K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
200+ 12.26% |
$8.13K - $9.94K
|
1.83K
$149K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 3.31% |
$8.13K - $9.94K
|
6.24K
$508K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
200+ 1.4% |
$8.13K - $9.94K
|
14.5K
$1.18M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
189+ 7.29% |
$7.68K - $9.4K
|
2.78K
$226K
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
187+ 0.34% |
$7.6K - $9.3K
|
55.1K
$4.49M
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
178+ 3.09% |
$7.24K - $8.85K
|
5.94K
$484K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
174+ 1.04% |
$7.07K - $8.65K
|
16.9K
$1.38M
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
168+ 1.32% |
$6.83K - $8.35K
|
12.9K
$1.05M
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
165+ 0.04% |
$6.71K - $8.2K
|
422K
$34.4M
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
163+ 1.25% |
$6.63K - $8.1K
|
13.2K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 3.42% |
$6.34K - $7.75K
|
4.72K
$384K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
150New |
$6.1K - $7.46K
|
150
$12.2K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
146+ 0.96% |
$5.93K - $7.26K
|
15.3K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
140+ 0.67% |
$5.69K - $6.96K
|
21.1K
$1.72M
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
140+ 0.96% |
$5.69K - $6.96K
|
14.8K
$1.2M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
133+ 2.44% |
$5.41K - $6.61K
|
5.58K
$455K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
130+ 1.5% |
$5.28K - $6.46K
|
8.79K
$716K
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
125+ 0.6% |
$5.08K - $6.21K
|
21K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
113+ 0.43% |
$4.59K - $5.62K
|
26.3K
$2.14M
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
112+ 0.99% |
$4.55K - $5.57K
|
11.5K
$933K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
106+ 0.15% |
$4.31K - $5.27K
|
71K
$5.78M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
103+ 0.77% |
$4.19K - $5.12K
|
13.5K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
101+ 0.53% |
$4.11K - $5.02K
|
19.3K
$1.57M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101+ 14.72% |
$4.11K - $5.02K
|
787
$64.1K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
100+ 13.85% |
$4.07K - $4.97K
|
822
$66.9K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
90+ 0.6% |
$3.66K - $4.47K
|
15.1K
$1.23M
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
81+ 0.34% |
$3.29K - $4.03K
|
23.7K
$1.93M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 119.4% |
$3.25K - $3.98K
|
147
$12K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
80+ 1.2% |
$3.25K - $3.98K
|
6.76K
$551K
|