Purchases and Sales Made in Q3 2021 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
173+ 1.55% |
$8.31K - $10.1K
|
11.4K
$925K
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
172+ 3.67% |
$8.26K - $10K
|
4.86K
$396K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
168+ 3.62% |
$8.07K - $9.8K
|
4.81K
$392K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
158+ 2.44% |
$7.59K - $9.21K
|
6.64K
$541K
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
156+ 0.35% |
$7.5K - $9.1K
|
45.1K
$3.67M
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
153New |
$7.35K - $8.92K
|
153
$12.5K
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
150+ 1.83% |
$7.21K - $8.75K
|
8.35K
$680K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
142+ 17.75% |
$6.82K - $8.28K
|
942
$76.7K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
140+ 0.23% |
$6.73K - $8.16K
|
61.3K
$4.99M
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
139New |
$6.68K - $8.11K
|
139
$11.3K
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
132+ 0.84% |
$6.34K - $7.7K
|
15.9K
$1.3M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128+ 3.61% |
$6.15K - $7.46K
|
3.68K
$300K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
121+ 756.25% |
$5.81K - $7.06K
|
137
$11.2K
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
121+ 0.12% |
$5.81K - $7.06K
|
104K
$8.5M
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
112+ 7.83% |
$5.38K - $6.53K
|
1.54K
$126K
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
110+ 0.0% |
$5.29K - $6.42K
|
5.06M
$412M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
107New |
$5.14K - $6.24K
|
107
$8.71K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
102+ 0.17% |
$4.9K - $5.95K
|
59.1K
$4.82M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101+ 2.43% |
$4.85K - $5.89K
|
4.25K
$346K
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
100+ 8.22% |
$4.81K - $5.83K
|
1.32K
$107K
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
100+ 0.66% |
$4.81K - $5.83K
|
15.2K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$4.81K - $5.83K
|
100
$8.14K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 2.34% |
$4.61K - $5.6K
|
4.2K
$342K
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
96+ 1.26% |
$4.61K - $5.6K
|
7.73K
$630K
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
86+ 5.02% |
$4.13K - $5.02K
|
1.8K
$147K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
86+ 3.38% |
$4.13K - $5.02K
|
2.63K
$214K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 5.13% |
$4.04K - $4.9K
|
1.72K
$140K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
83+ 0.07% |
$3.99K - $4.84K
|
113K
$9.22M
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
81+ 1.4% |
$3.89K - $4.72K
|
5.89K
$479K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81+ 1.37% |
$3.89K - $4.72K
|
6K
$489K
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
79+ 0.19% |
$3.8K - $4.61K
|
41.4K
$3.37M
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
70+ 0.31% |
$3.36K - $4.08K
|
22.9K
$1.86M
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
70+ 24.48% |
$3.36K - $4.08K
|
356
$29K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 1.42% |
$3.36K - $4.08K
|
4.99K
$406K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
64+ 9.86% |
$3.08K - $3.73K
|
713
$58.1K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
64+ 1.41% |
$3.08K - $3.73K
|
4.61K
$375K
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
63+ 0.69% |
$3.03K - $3.67K
|
9.24K
$752K
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
60+ 0.24% |
$2.88K - $3.5K
|
24.6K
$2M
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60+ 9.77% |
$2.88K - $3.5K
|
674
$54.9K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 2.02% |
$2.69K - $3.27K
|
2.83K
$230K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
56+ 0.26% |
$2.69K - $3.27K
|
21.5K
$1.75M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 3.78% |
$2.59K - $3.15K
|
1.48K
$121K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
50+ 0.38% |
$2.4K - $2.92K
|
13.3K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50+ 2.45% |
$2.4K - $2.92K
|
2.09K
$170K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
40+ 0.8% |
$1.92K - $2.33K
|
5.02K
$409K
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
35+ 0.58% |
$1.68K - $2.04K
|
6.07K
$494K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
32+ 4.75% |
$1.54K - $1.87K
|
706
$57.5K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
30+ 0.23% |
$1.44K - $1.75K
|
12.8K
$1.04M
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26+ 3.98% |
$1.25K - $1.52K
|
679
$55.3K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
23New |
$1.11K - $1.34K
|
23
$1.87K
|