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 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-227- 12.83% |
$12.1K - $15K
|
1.54K
$126K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-230- 0.58% |
$12.3K - $15.2K
|
39.1K
$3.19M
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-231- 2.49% |
$12.3K - $15.3K
|
9.06K
$738K
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-232- 2.88% |
$12.4K - $15.4K
|
7.82K
$637K
|
|
Aug 05, 2024
Q2 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-232- 3.73% |
$12.4K - $15.4K
|
5.99K
$487K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-232- 0.57% |
$12.4K - $15.4K
|
40.8K
$3.32M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-235- 2.29% |
$12.5K - $15.6K
|
10K
$818K
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-237- 1.85% |
$12.7K - $15.7K
|
12.6K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-240- 0.67% |
$12.8K - $15.9K
|
35.4K
$2.88M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-240- 0.81% |
$12.8K - $15.9K
|
29.5K
$2.4M
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-242- 6.95% |
$12.9K - $16K
|
3.24K
$264K
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-245- 1.6% |
$13.1K - $16.2K
|
15K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-250- 0.85% |
$13.3K - $16.6K
|
29.3K
$2.39M
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-254- 0.47% |
$13.6K - $16.8K
|
53.7K
$4.37M
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-255- 0.98% |
$13.6K - $16.9K
|
25.6K
$2.09M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-255- 5.35% |
$13.6K - $16.9K
|
4.51K
$367K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-264- 14.53% |
$14.1K - $17.5K
|
1.55K
$126K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-274- 9.39% |
$14.6K - $18.1K
|
2.64K
$215K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-274- 7.34% |
$14.6K - $18.1K
|
3.46K
$282K
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
SELL
|
- |
-274- 5.3% |
$14.6K - $18.1K
|
4.9K
$399K
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-275- 1.93% |
$14.7K - $18.2K
|
14K
$1.14M
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-292- 12.76% |
$15.6K - $19.3K
|
2K
$163K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-296- 4.26% |
$15.8K - $19.6K
|
6.65K
$542K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-296- 0.8% |
$15.8K - $19.6K
|
36.8K
$3M
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-297- 5.55% |
$15.9K - $19.7K
|
5.06K
$412K
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 2.86% |
$16K - $19.9K
|
10.2K
$830K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 22.68% |
$16K - $19.9K
|
1.02K
$83.3K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-301- 4.76% |
$16.1K - $19.9K
|
6.02K
$491K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-302- 2.4% |
$16.1K - $20K
|
12.3K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-304- 1.09% |
$16.2K - $20.1K
|
27.5K
$2.24M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-305- 0.48% |
$16.3K - $20.2K
|
63.1K
$5.14M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-305- 0.14% |
$16.3K - $20.2K
|
222K
$18.1M
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-306- 0.78% |
$16.3K - $20.3K
|
38.7K
$3.15M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-310- 71.1% |
$16.5K - $20.5K
|
126
$10.3K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-316- 49.14% |
$16.9K - $20.9K
|
327
$26.6K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-325- 25.73% |
$17.3K - $21.5K
|
938
$76.4K
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-325- 0.47% |
$17.3K - $21.5K
|
68.7K
$5.59M
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-337- 6.12% |
$18K - $22.3K
|
5.17K
$421K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-341- 1.75% |
$18.2K - $22.6K
|
19.2K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-341- 4.03% |
$18.2K - $22.6K
|
8.13K
$662K
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-344- 3.16% |
$18.4K - $22.8K
|
10.5K
$858K
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-348- 1.1% |
$18.6K - $23K
|
31.2K
$2.54M
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-350- 1.94% |
$18.7K - $23.2K
|
17.7K
$1.44M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-350- 3.66% |
$18.7K - $23.2K
|
9.22K
$751K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-350- 0.85% |
$18.7K - $23.2K
|
40.9K
$3.33M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-351- 7.31% |
$18.7K - $23.2K
|
4.45K
$363K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-351- 16.12% |
$18.7K - $23.2K
|
1.83K
$149K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-352- 1.06% |
$18.8K - $23.3K
|
32.8K
$2.67M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-356- 2.42% |
$19K - $23.6K
|
14.4K
$1.17M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-365- 3.11% |
$19.5K - $24.2K
|
11.4K
$925K
|