Purchases and Sales Made in Q4 2021 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.96K- 32.4% |
$98.6K - $112K
|
4.09K
$333K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.97KClosed |
$98.9K - $112K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.98K- 2.2% |
$99.6K - $113K
|
87.8K
$7.15M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.99K- 12.64% |
$100K - $114K
|
13.7K
$1.12M
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.99K- 16.38% |
$100K - $114K
|
10.2K
$829K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2K- 41.3% |
$101K - $114K
|
2.84K
$231K
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-2K- 14.38% |
$101K - $114K
|
11.9K
$970K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.05K- 0.76% |
$103K - $117K
|
268K
$21.8M
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.05K- 12.52% |
$103K - $117K
|
14.3K
$1.17M
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.11K- 4.18% |
$106K - $120K
|
48.3K
$3.94M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-2.11K- 21.75% |
$106K - $121K
|
7.6K
$619K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.13K- 14.96% |
$107K - $122K
|
12.1K
$987K
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.17K- 2.19% |
$109K - $124K
|
96.6K
$7.87M
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-2.2K- 15.86% |
$111K - $126K
|
11.7K
$951K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.23K- 1.61% |
$112K - $127K
|
136K
$11.1M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.35K- 2.08% |
$118K - $135K
|
111K
$9.03M
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.45K- 28.79% |
$123K - $140K
|
6.06K
$494K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.46K- 3.89% |
$123K - $140K
|
60.6K
$4.94M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.46K- 3.36% |
$124K - $141K
|
70.8K
$5.77M
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.49K- 39.33% |
$125K - $142K
|
3.84K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.49K- 4.23% |
$125K - $142K
|
56.3K
$4.59M
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.55K- 3.44% |
$128K - $146K
|
71.6K
$5.83M
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.56K- 1.33% |
$129K - $146K
|
189K
$15.4M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.57K- 2.98% |
$129K - $147K
|
83.6K
$6.81M
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.58K- 36.07% |
$130K - $148K
|
4.58K
$373K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.61K- 0.91% |
$131K - $149K
|
283K
$23M
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.71K- 33.93% |
$136K - $155K
|
5.28K
$430K
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.72K- 39.65% |
$137K - $155K
|
4.14K
$337K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 10.78% |
$147K - $167K
|
24.1K
$1.97M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.06K- 35.82% |
$154K - $175K
|
5.49K
$447K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.07K- 27.23% |
$154K - $175K
|
8.2K
$668K
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
SELL
|
- |
-3.12K- 2.36% |
$157K - $178K
|
129K
$10.5M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.12K- 1.55% |
$157K - $178K
|
198K
$16.1M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.21K- 9.08% |
$161K - $183K
|
32.1K
$2.61M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-3.28K- 7.9% |
$165K - $188K
|
38.3K
$3.12M
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.29K- 44.21% |
$166K - $188K
|
4.16K
$338K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.37K- 8.41% |
$169K - $192K
|
36.7K
$2.99M
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.41K- 4.83% |
$172K - $195K
|
67.2K
$5.47M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.42K- 23.69% |
$172K - $196K
|
11K
$898K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 0.64% |
$172K - $196K
|
528K
$43M
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.44K- 9.41% |
$173K - $197K
|
33.1K
$2.7M
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.48K- 28.42% |
$175K - $199K
|
8.77K
$714K
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.5K- 62.39% |
$176K - $200K
|
2.11K
$172K
|
|
Jan 31, 2022
Q4 2021
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.63K- 0.75% |
$182K - $207K
|
479K
$39M
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-3.64K- 3.59% |
$183K - $208K
|
97.7K
$7.95M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.68K- 16.93% |
$185K - $210K
|
18K
$1.47M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.73KClosed |
$188K - $213K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.78K- 10.11% |
$190K - $216K
|
33.6K
$2.74M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.78K- 10.11% |
$190K - $216K
|
33.6K
$2.74M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.79KClosed |
$191K - $217K
|
0
$0
|