Purchases and Sales Made in Q2 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
90+ 41.86% |
$4.8K - $5.96K
|
305
$24.8K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
86+ 96.63% |
$4.59K - $5.69K
|
175
$14.3K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
85+ 1.59% |
$4.54K - $5.63K
|
5.42K
$442K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
78+ 0.66% |
$4.16K - $5.17K
|
11.9K
$972K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 0.09% |
$4.06K - $5.03K
|
89.3K
$7.27M
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
75+ 1.06% |
$4K - $4.97K
|
7.16K
$583K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
73+ 1.1% |
$3.9K - $4.83K
|
6.73K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
73+ 1.37% |
$3.9K - $4.83K
|
5.4K
$440K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
71+ 3.77% |
$3.79K - $4.7K
|
1.95K
$159K
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
70+ 0.42% |
$3.74K - $4.64K
|
16.9K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
69+ 0.28% |
$3.68K - $4.57K
|
24.8K
$2.02M
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
68+ 0.32% |
$3.63K - $4.5K
|
21.1K
$1.72M
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
68+ 4.98% |
$3.63K - $4.5K
|
1.43K
$117K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
64+ 1.51% |
$3.42K - $4.24K
|
4.29K
$350K
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.97% |
$3.36K - $4.17K
|
6.58K
$536K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
61+ 87.14% |
$3.26K - $4.04K
|
131
$10.7K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
61+ 1.91% |
$3.26K - $4.04K
|
3.26K
$265K
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
61+ 0.47% |
$3.26K - $4.04K
|
13K
$1.06M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
58New |
$3.1K - $3.84K
|
58
$4.72K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
56+ 6.51% |
$2.99K - $3.71K
|
916
$74.6K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
54+ 3.79% |
$2.88K - $3.58K
|
1.48K
$120K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$2.83K - $3.51K
|
53
$4.32K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 1.86% |
$2.67K - $3.31K
|
2.74K
$223K
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
50+ 0.37% |
$2.67K - $3.31K
|
13.5K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
49+ 0.67% |
$2.62K - $3.24K
|
7.41K
$604K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
49+ 0.17% |
$2.62K - $3.24K
|
28.9K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
48+ 0.8% |
$2.56K - $3.18K
|
6.03K
$491K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
46+ 0.93% |
$2.46K - $3.05K
|
5K
$407K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
43+ 8.76% |
$2.3K - $2.85K
|
534
$43.5K
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
40+ 0.14% |
$2.14K - $2.65K
|
28.7K
$2.34M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
39+ 8.76% |
$2.08K - $2.58K
|
484
$39.4K
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 14.13% |
$2.08K - $2.58K
|
315
$25.7K
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
38+ 0.26% |
$2.03K - $2.52K
|
14.8K
$1.21M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 0.69% |
$1.98K - $2.45K
|
5.43K
$442K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
36+ 0.08% |
$1.92K - $2.38K
|
46K
$3.75M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
36+ 0.34% |
$1.92K - $2.38K
|
10.7K
$874K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
30+ 0.55% |
$1.6K - $1.99K
|
5.5K
$448K
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
28+ 0.7% |
$1.49K - $1.85K
|
4.04K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
27+ 0.14% |
$1.44K - $1.79K
|
19.4K
$1.58M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 0.39% |
$1.39K - $1.72K
|
6.64K
$541K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 36.23% |
$1.33K - $1.66K
|
94
$7.66K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
25New |
$1.33K - $1.66K
|
25
$2.04K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
23+ 35.38% |
$1.23K - $1.52K
|
88
$7.17K
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
22+ 0.16% |
$1.17K - $1.46K
|
14K
$1.14M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
21+ 0.55% |
$1.12K - $1.39K
|
3.86K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$1.12K - $1.39K
|
21
$1.71K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 1.16% |
$1.07K - $1.32K
|
1.74K
$142K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 0.83% |
$1.01K - $1.26K
|
2.3K
$187K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
16+ 2.67% |
$854 - $1.06K
|
616
$50.2K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
16+ 22.54% |
$854 - $1.06K
|
87
$7.09K
|