Purchases and Sales Made in Q4 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2022. 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 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
192+ 0.31% |
$6.54K - $8.63K
|
62.5K
$5.09M
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
BUY
|
- |
185+ 0.22% |
$6.3K - $8.31K
|
85.4K
$6.96M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
184New |
$6.27K - $8.27K
|
184
$15K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
184New |
$6.27K - $8.27K
|
184
$15K
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
179+ 0.75% |
$6.1K - $8.04K
|
23.9K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
177+ 100.0% |
$6.03K - $7.95K
|
354
$28.8K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
175+ 26.96% |
$5.96K - $7.86K
|
824
$67.1K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
175New |
$5.96K - $7.86K
|
175
$14.3K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
173New |
$5.89K - $7.77K
|
173
$14.1K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
158New |
$5.38K - $7.1K
|
158
$12.9K
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
156+ 1.3% |
$5.31K - $7.01K
|
12.1K
$987K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
154+ 1.46% |
$5.25K - $6.92K
|
10.7K
$870K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$5.11K - $6.74K
|
150
$12.2K
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
150+ 50.0% |
$5.11K - $6.74K
|
450
$36.6K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
150New |
$5.11K - $6.74K
|
150
$12.2K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
146+ 6.53% |
$4.97K - $6.56K
|
2.38K
$194K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
142+ 19.56% |
$4.84K - $6.38K
|
868
$70.7K
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
140+ 2.17% |
$4.77K - $6.29K
|
6.58K
$536K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
139+ 0.74% |
$4.73K - $6.25K
|
18.8K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
131+ 189.86% |
$4.46K - $5.89K
|
200
$16.3K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
130+ 0.91% |
$4.43K - $5.84K
|
14.5K
$1.18M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
127New |
$4.33K - $5.71K
|
127
$10.3K
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
127+ 0.2% |
$4.33K - $5.71K
|
64.4K
$5.25M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
124+ 1.62% |
$4.22K - $5.57K
|
7.76K
$632K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
122New |
$4.16K - $5.48K
|
122
$9.94K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
119+ 1.03% |
$4.05K - $5.35K
|
11.6K
$947K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
113+ 0.81% |
$3.85K - $5.08K
|
14K
$1.14M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
110+ 1.83% |
$3.75K - $4.94K
|
6.11K
$498K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
106+ 0.11% |
$3.61K - $4.76K
|
97.9K
$7.97M
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
103+ 4.96% |
$3.51K - $4.63K
|
2.18K
$177K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.19% |
$3.41K - $4.49K
|
54K
$4.4M
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$3.41K - $4.49K
|
100
$8.14K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 44.44% |
$3.41K - $4.49K
|
325
$26.5K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
99New |
$3.37K - $4.45K
|
99
$8.06K
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94+ 0.56% |
$3.2K - $4.22K
|
16.8K
$1.36M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
93New |
$3.17K - $4.18K
|
93
$7.57K
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
90+ 1.43% |
$3.07K - $4.04K
|
6.4K
$521K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
90+ 0.45% |
$3.07K - $4.04K
|
20.1K
$1.63M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
84+ 1.5% |
$2.86K - $3.77K
|
5.7K
$464K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82+ 0.59% |
$2.79K - $3.68K
|
14.1K
$1.15M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
80+ 0.64% |
$2.72K - $3.59K
|
12.6K
$1.02M
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
80+ 1.25% |
$2.72K - $3.59K
|
6.49K
$529K
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 0.92% |
$2.72K - $3.59K
|
8.81K
$717K
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
78+ 1.17% |
$2.66K - $3.5K
|
6.72K
$547K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
75+ 2.49% |
$2.55K - $3.37K
|
3.08K
$251K
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
75+ 3.01% |
$2.55K - $3.37K
|
2.56K
$209K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
74+ 0.11% |
$2.52K - $3.32K
|
69.9K
$5.69M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
71New |
$2.42K - $3.19K
|
71
$5.78K
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
65+ 1.12% |
$2.21K - $2.92K
|
5.88K
$479K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58+ 0.15% |
$1.98K - $2.61K
|
38.7K
$3.15M
|