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 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.35K+ 11.86% |
$46K - $60.7K
|
12.7K
$1.04M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.32K+ 13.48% |
$45K - $59.3K
|
11.1K
$905K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$44.7K - $59K
|
1.31K
$107K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 2.91% |
$43.7K - $57.7K
|
45.4K
$3.7M
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.27K+ 13.31% |
$43.1K - $56.8K
|
10.8K
$877K
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.25K+ 20.32% |
$42.6K - $56.2K
|
7.4K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.12K+ 13.78% |
$38K - $50.1K
|
9.21K
$750K
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.1K+ 6.51% |
$37.5K - $49.4K
|
18K
$1.47M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.07K+ 8.56% |
$36.3K - $47.9K
|
13.5K
$1.1M
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
1.06K+ 105.7% |
$36K - $47.5K
|
2.06K
$168K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.03K+ 2.86% |
$35K - $46.2K
|
37K
$3.02M
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
1.02K+ 7.05% |
$34.8K - $45.9K
|
15.5K
$1.26M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
971+ 3.69% |
$33.1K - $43.6K
|
27.3K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
947+ 3.84% |
$32.3K - $42.5K
|
25.6K
$2.09M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
942+ 14.34% |
$32.1K - $42.3K
|
7.51K
$612K
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
940+ 0.63% |
$32K - $42.2K
|
150K
$12.2M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
935+ 10.41% |
$31.8K - $42K
|
9.92K
$807K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
929+ 109.17% |
$31.6K - $41.7K
|
1.78K
$145K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
904New |
$30.8K - $40.6K
|
904
$73.6K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
896New |
$30.5K - $40.3K
|
896
$73K
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
878+ 9.52% |
$29.9K - $39.4K
|
10.1K
$823K
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
874New |
$29.8K - $39.3K
|
874
$71.2K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
872+ 1.56% |
$29.7K - $39.2K
|
56.7K
$4.61M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
850+ 6.51% |
$29K - $38.2K
|
13.9K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
840+ 4.49% |
$28.6K - $37.7K
|
19.5K
$1.59M
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
839+ 9.19% |
$28.6K - $37.7K
|
9.97K
$812K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
839New |
$28.6K - $37.7K
|
839
$68.3K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
813New |
$27.7K - $36.5K
|
813
$66.2K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
803+ 0.6% |
$27.4K - $36.1K
|
134K
$10.9M
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800+ 80.0% |
$27.2K - $35.9K
|
1.8K
$147K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
800+ 0.58% |
$27.2K - $35.9K
|
139K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
768New |
$26.2K - $34.5K
|
768
$62.5K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
746New |
$25.4K - $33.5K
|
746
$60.8K
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
725+ 8.69% |
$24.7K - $32.6K
|
9.07K
$738K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
724New |
$24.7K - $32.5K
|
724
$59K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
713+ 184.72% |
$24.3K - $32K
|
1.1K
$89.5K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
700New |
$23.8K - $31.5K
|
700
$57K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
690+ 6.44% |
$23.5K - $31K
|
11.4K
$929K
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
689+ 0.64% |
$23.5K - $31K
|
108K
$8.78M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
662+ 8.3% |
$22.5K - $29.7K
|
8.64K
$703K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
644New |
$21.9K - $28.9K
|
644
$52.4K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
599+ 9.7% |
$20.4K - $26.9K
|
6.78K
$552K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
588+ 4.27% |
$20K - $26.4K
|
14.4K
$1.17M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
542New |
$18.5K - $24.4K
|
542
$44.1K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
538+ 2.92% |
$18.3K - $24.2K
|
19K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
532New |
$18.1K - $23.9K
|
532
$43.3K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 9.17% |
$17K - $22.5K
|
5.96K
$485K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
490+ 7.83% |
$16.7K - $22K
|
6.75K
$550K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
486New |
$16.6K - $21.8K
|
486
$39.6K
|
|
Feb 01, 2023
Q4 2022
|
Groesbeck Investment Management Corp
|
BUY
|
- |
480+ 4.06% |
$16.3K - $21.6K
|
12.3K
$1M
|