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 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
861+ 8.56% |
$43.3K - $49.2K
|
10.9K
$889K
|
|
Feb 11, 2022
Q4 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
858+ 11.73% |
$43.2K - $49K
|
8.17K
$665K
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
856+ 6.37% |
$43.1K - $48.9K
|
14.3K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
855+ 123.38% |
$43K - $48.9K
|
1.55K
$126K
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
837+ 7.88% |
$42.1K - $47.8K
|
11.5K
$933K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
836New |
$42.1K - $47.8K
|
836
$68.1K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
831New |
$41.8K - $47.5K
|
831
$67.7K
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
820+ 2.65% |
$41.2K - $46.9K
|
31.8K
$2.59M
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
809+ 3.17% |
$40.7K - $46.2K
|
26.3K
$2.14M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
800+ 16.92% |
$40.2K - $45.7K
|
5.53K
$450K
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
800New |
$40.2K - $45.7K
|
800
$65.2K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
788+ 7.75% |
$39.6K - $45K
|
11K
$892K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
783+ 1.39% |
$39.4K - $44.7K
|
57.2K
$4.66M
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
774+ 96.27% |
$38.9K - $44.2K
|
1.58K
$129K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
769+ 13.1% |
$38.7K - $43.9K
|
6.64K
$541K
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
754+ 6.65% |
$37.9K - $43.1K
|
12.1K
$984K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
750+ 16.12% |
$37.7K - $42.9K
|
5.4K
$440K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
746+ 10.23% |
$37.5K - $42.6K
|
8.04K
$654K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
742New |
$37.3K - $42.4K
|
742
$60.4K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
729+ 3.6% |
$36.7K - $41.7K
|
21K
$1.71M
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
725+ 21.9% |
$36.5K - $41.4K
|
4.04K
$329K
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
719+ 2.75% |
$36.2K - $41.1K
|
26.8K
$2.19M
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
716+ 413.87% |
$36K - $40.9K
|
889
$72.4K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
711+ 1.91% |
$35.8K - $40.6K
|
37.9K
$3.09M
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
672+ 2.25% |
$33.8K - $38.4K
|
30.5K
$2.49M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
652+ 14.73% |
$32.8K - $37.3K
|
5.08K
$414K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
650+ 12.45% |
$32.7K - $37.1K
|
5.87K
$478K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
650New |
$32.7K - $37.1K
|
650
$52.9K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
645+ 0.1% |
$32.4K - $36.9K
|
623K
$50.7M
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
639+ 35.21% |
$32.1K - $36.5K
|
2.45K
$200K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
633New |
$31.8K - $36.2K
|
633
$51.6K
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
619+ 1.17% |
$31.1K - $35.4K
|
53.4K
$4.35M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
612New |
$30.8K - $35K
|
612
$49.8K
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
610+ 1.03% |
$30.7K - $34.9K
|
60K
$4.89M
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
600+ 10.32% |
$30.2K - $34.3K
|
6.41K
$522K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
600+ 4.52% |
$30.2K - $34.3K
|
13.9K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
599+ 7.67% |
$30.1K - $34.2K
|
8.41K
$685K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
579+ 14.38% |
$29.1K - $33.1K
|
4.61K
$375K
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
574+ 0.65% |
$28.9K - $32.8K
|
89K
$7.25M
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
573+ 0.11% |
$28.8K - $32.7K
|
530K
$43.2M
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
567+ 7.76% |
$28.5K - $32.4K
|
7.87K
$641K
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
550+ 6.56% |
$27.7K - $31.4K
|
8.94K
$728K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
534+ 0.47% |
$26.9K - $30.5K
|
115K
$9.33M
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
515New |
$25.9K - $29.4K
|
515
$41.9K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
512+ 14.25% |
$25.8K - $29.3K
|
4.11K
$334K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
511New |
$25.7K - $29.2K
|
511
$41.6K
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
500+ 3.01% |
$25.2K - $28.6K
|
17.1K
$1.39M
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
499+ 5.53% |
$25.1K - $28.5K
|
9.53K
$776K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
497New |
$25K - $28.4K
|
497
$40.5K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
496New |
$24.9K - $28.3K
|
496
$40.4K
|