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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
21+ 0.45% |
$1.01K - $1.22K
|
4.64K
$378K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.28% |
$913 - $1.11K
|
6.87K
$559K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 4.17% |
$913 - $1.11K
|
475
$38.7K
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
13+ 0.09% |
$625 - $758
|
14K
$1.14M
|
|
Oct 12, 2021
Q3 2021
|
Windward Capital Management CO
|
BUY
|
- |
11+ 0.01% |
$529 - $642
|
146K
$11.9M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.2% |
$481 - $583
|
4.9K
$399K
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
10+ 0.03% |
$481 - $583
|
31.4K
$2.56M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
9+ 0.12% |
$432 - $525
|
7.37K
$600K
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.18% |
$432 - $525
|
4.88K
$398K
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$336 - $408
|
5.61K
$457K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 1.7% |
$336 - $408
|
418
$34K
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.03% |
$336 - $408
|
22.7K
$1.85M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6+ 0.33% |
$288 - $350
|
1.84K
$150K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.75% |
$288 - $350
|
804
$65.5K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6+ 0.13% |
$288 - $350
|
4.68K
$381K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 0.25% |
$288 - $350
|
2.43K
$198K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 0.13% |
$144 - $175
|
2.24K
$183K
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
3+ 0.0% |
$144 - $175
|
86.8K
$7.07M
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
3+ 0.01% |
$144 - $175
|
35.9K
$2.92M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$96.1 - $117
|
4.46K
$363K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.02% |
$96.1 - $117
|
12.3K
$999K
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$96.1 - $117
|
6.17K
$502K
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2+ 0.01% |
$96.1 - $117
|
25.5K
$2.08M
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$48.1 - $58.3
|
4.19K
$341K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$48.1 - $58.3
|
6.51K
$530K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$48.1 - $58.3
|
8.8K
$717K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$48.1 - $58.3
|
4
$326
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$48.1 - $58.3
|
4.74K
$386K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.32% |
$48.1 - $58.3
|
314
$25.6K
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1+ 1.2% |
$48.1 - $58.3
|
84
$6.84K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$48.1 - $58.3
|
383
$31.2K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$48.1 - $58.3
|
5.96K
$486K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$48.1 - $58.3
|
5.09K
$415K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$48.1 - $58.3
|
16.7K
$1.36M
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$48.1 - $58.3
|
15.8K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.84% |
$48.1 - $58.3
|
120
$9.77K
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-3- -0.0% |
$144 - $175
|
133K
$10.8M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-3- 0.37% |
$144 - $175
|
813
$66.2K
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6- 0.04% |
$288 - $350
|
13.9K
$1.13M
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-7Closed |
$336 - $408
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 9.72% |
$336 - $408
|
65
$5.29K
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-8- 2.06% |
$384 - $467
|
380
$30.9K
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 0.51% |
$481 - $583
|
1.97K
$160K
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.07% |
$481 - $583
|
15.3K
$1.24M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10- 0.86% |
$481 - $583
|
1.15K
$93.7K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.6% |
$481 - $583
|
1.64K
$134K
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$481 - $583
|
6.58K
$535K
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-10Closed |
$481 - $583
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10- 0.05% |
$481 - $583
|
20.1K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-10- 3.13% |
$481 - $583
|
310
$25.2K
|