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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
476+ 5.94% |
$16.2K - $21.4K
|
8.49K
$692K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
465+ 7.77% |
$15.8K - $20.9K
|
6.45K
$525K
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
454+ 3.38% |
$15.5K - $20.4K
|
13.9K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
443+ 1.32% |
$15.1K - $19.9K
|
34K
$2.77M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413New |
$14.1K - $18.6K
|
413
$33.6K
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
401+ 2.53% |
$13.7K - $18K
|
16.3K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
385+ 6.11% |
$13.1K - $17.3K
|
6.69K
$545K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 1.16% |
$13K - $17.1K
|
33.2K
$2.7M
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
373+ 36.86% |
$12.7K - $16.8K
|
1.39K
$113K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
372+ 1.59% |
$12.7K - $16.7K
|
23.7K
$1.93M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
371New |
$12.6K - $16.7K
|
371
$30.2K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
357+ 0.16% |
$12.2K - $16K
|
219K
$17.8M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
355+ 4.07% |
$12.1K - $16K
|
9.08K
$739K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
354+ 68.34% |
$12.1K - $15.9K
|
872
$71K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
354+ 0.22% |
$12.1K - $15.9K
|
160K
$13M
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
350+ 0.36% |
$11.9K - $15.7K
|
98.5K
$8.02M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
341+ 0.3% |
$11.6K - $15.3K
|
113K
$9.18M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
335New |
$11.4K - $15.1K
|
335
$27.3K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
335+ 1.79% |
$11.4K - $15.1K
|
19.1K
$1.55M
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
325+ 1.33% |
$11.1K - $14.6K
|
24.7K
$2.01M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
321+ 3.78% |
$10.9K - $14.4K
|
8.81K
$717K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
316+ 4.05% |
$10.8K - $14.2K
|
8.13K
$662K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
314+ 12.3% |
$10.7K - $14.1K
|
2.87K
$233K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
310+ 1.66% |
$10.6K - $13.9K
|
18.9K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
307+ 1.92% |
$10.5K - $13.8K
|
16.3K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
300+ 1.79% |
$10.2K - $13.5K
|
17.1K
$1.39M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
300New |
$10.2K - $13.5K
|
300
$24.4K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
299New |
$10.2K - $13.4K
|
299
$24.4K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
290+ 0.44% |
$9.88K - $13K
|
66.2K
$5.39M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
281+ 11.22% |
$9.57K - $12.6K
|
2.79K
$227K
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
280New |
$9.54K - $12.6K
|
280
$22.8K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276+ 0.62% |
$9.4K - $12.4K
|
44.7K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
273New |
$9.3K - $12.3K
|
273
$22.2K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
272+ 3.7% |
$9.26K - $12.2K
|
7.62K
$621K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
272+ 12.9% |
$9.26K - $12.2K
|
2.38K
$194K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
267+ 33.25% |
$9.09K - $12K
|
1.07K
$87.1K
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
265+ 11.3% |
$9.03K - $11.9K
|
2.61K
$213K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
259+ 21.16% |
$8.82K - $11.6K
|
1.48K
$121K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
258+ 2.31% |
$8.79K - $11.6K
|
11.4K
$931K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
252New |
$8.58K - $11.3K
|
252
$20.5K
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
249+ 0.03% |
$8.48K - $11.2K
|
976K
$79.5M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
226+ 2.28% |
$7.7K - $10.2K
|
10.1K
$826K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
223+ 0.33% |
$7.6K - $10K
|
68.6K
$5.59M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
220New |
$7.49K - $9.88K
|
220
$17.9K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
218+ 46.78% |
$7.43K - $9.79K
|
684
$55.7K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
217+ 7.44% |
$7.39K - $9.75K
|
3.13K
$255K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
216+ 3.27% |
$7.36K - $9.7K
|
6.81K
$555K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
201+ 2.07% |
$6.85K - $9.03K
|
9.92K
$807K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
200+ 2.74% |
$6.81K - $8.99K
|
7.49K
$610K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
195New |
$6.64K - $8.76K
|
195
$15.9K
|