Purchases and Sales Made in Q4 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2023. 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 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
371+ 3.99% |
$17.2K - $21.8K
|
9.68K
$788K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
360+ 5.37% |
$16.7K - $21.2K
|
7.06K
$575K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
360New |
$16.7K - $21.2K
|
360
$29.3K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
353+ 8.84% |
$16.4K - $20.8K
|
4.35K
$354K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
353New |
$16.4K - $20.8K
|
353
$28.7K
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
352+ 9.49% |
$16.3K - $20.7K
|
4.06K
$331K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
352New |
$16.3K - $20.7K
|
352
$28.7K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
342New |
$15.9K - $20.1K
|
342
$27.9K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
340+ 5.35% |
$15.8K - $20K
|
6.7K
$545K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
338+ 8.86% |
$15.7K - $19.9K
|
4.15K
$338K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
333+ 0.26% |
$15.5K - $19.6K
|
131K
$10.6M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$14.5K - $18.3K
|
312
$25.4K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
312+ 6.57% |
$14.5K - $18.3K
|
5.06K
$412K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
307+ 5.63% |
$14.2K - $18.1K
|
5.76K
$469K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
305+ 80.26% |
$14.2K - $17.9K
|
685
$55.8K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
305+ 6.31% |
$14.2K - $17.9K
|
5.14K
$418K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
298+ 2.78% |
$13.8K - $17.5K
|
11K
$898K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
297+ 4.03% |
$13.8K - $17.5K
|
7.66K
$624K
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
297+ 2.06% |
$13.8K - $17.5K
|
14.7K
$1.2M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
295+ 30.01% |
$13.7K - $17.3K
|
1.28K
$104K
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
286+ 7.5% |
$13.3K - $16.8K
|
4.1K
$334K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
285+ 5.39% |
$13.2K - $16.8K
|
5.57K
$454K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
280+ 2.08% |
$13K - $16.5K
|
13.7K
$1.12M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
269+ 5.72% |
$12.5K - $15.8K
|
4.97K
$405K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
267+ 13.72% |
$12.4K - $15.7K
|
2.21K
$180K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
267+ 4.35% |
$12.4K - $15.7K
|
6.4K
$521K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
264New |
$12.2K - $15.5K
|
264
$21.5K
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
264+ 3.32% |
$12.2K - $15.5K
|
8.21K
$669K
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
257+ 4.6% |
$11.9K - $15.1K
|
5.85K
$476K
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
253+ 0.16% |
$11.7K - $14.9K
|
163K
$13.2M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
231New |
$10.7K - $13.6K
|
231
$18.8K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
227+ 1.91% |
$10.5K - $13.3K
|
12.1K
$986K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
223+ 1.81% |
$10.3K - $13.1K
|
12.6K
$1.02M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
209+ 6.87% |
$9.7K - $12.3K
|
3.25K
$265K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
205+ 3.95% |
$9.51K - $12.1K
|
5.4K
$439K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203New |
$9.42K - $11.9K
|
203
$16.5K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
202+ 86.7% |
$9.37K - $11.9K
|
435
$35.4K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$9.28K - $11.8K
|
200
$16.3K
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
200+ 1.18% |
$9.28K - $11.8K
|
17.1K
$1.4M
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
195New |
$9.05K - $11.5K
|
195
$15.9K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
188+ 4.66% |
$8.72K - $11.1K
|
4.22K
$344K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
184+ 1.92% |
$8.54K - $10.8K
|
9.75K
$794K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
182+ 0.29% |
$8.44K - $10.7K
|
62.5K
$5.09M
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
181+ 0.94% |
$8.4K - $10.6K
|
19.5K
$1.59M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180New |
$8.35K - $10.6K
|
180
$14.7K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
174+ 3.1% |
$8.07K - $10.2K
|
5.79K
$471K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
169+ 1.14% |
$7.84K - $9.94K
|
15K
$1.22M
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
164+ 0.92% |
$7.61K - $9.64K
|
17.9K
$1.46M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
163+ 0.09% |
$7.56K - $9.59K
|
173K
$14.1M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
163+ 0.17% |
$7.56K - $9.59K
|
95.8K
$7.8M
|