Institutional Ownership Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR). We have compiled data on the 1,694 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $54.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
56
shares
|
$4,172
0.0% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
53
shares
|
$3,948
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
52
shares
|
$3,874
0.0% of portfolio
|
Q3 2023
Added 1.96%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
50
shares
|
$3,725
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
48
shares
|
$3,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
47
shares
|
$3,501
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
45
shares
|
$3,352
0.0% of portfolio
|
Q4 2023
Reduced 85.2%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
44
shares
|
$3,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
42
shares
|
$3,129
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
41
shares
|
$3,054
0.0% of portfolio
|
Q1 2024
Added 20.59%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$2,980
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
40
shares
|
$2,980
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
36
shares
|
$2,682
0.0% of portfolio
|
Q2 2024
Reduced 73.53%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
36
shares
|
$2,682
0.0% of portfolio
|
Q2 2023
Reduced 91.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
34
shares
|
$2,533
0.0% of portfolio
|
Q4 2023
Reduced 50.72%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
33
shares
|
$2,458
0.0% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
33
shares
|
$2,458
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
31
shares
|
$2,309
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
28
shares
|
$2,086
0.0% of portfolio
|
Q1 2024
Reduced 78.46%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
28
shares
|
$2,086
0.0% of portfolio
|
Q3 2024
Reduced 98.97%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
25
shares
|
$1,862
0.0% of portfolio
|
Q3 2020
Reduced 80.16%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
25
shares
|
$1,862
0.0% of portfolio
|
Q4 2022
Added 4.17%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
25
shares
|
$1,862
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
24
shares
|
$1,788
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
20
shares
|
$1,490
0.0% of portfolio
|
Q2 2020
New holding
|