Purchases and Sales Made in Q1 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
827+ 19.68% |
$35.5K - $44.5K
|
5.03K
$333K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
820+ 13.94% |
$35.2K - $44.1K
|
6.7K
$443K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
818+ 6.37% |
$35.1K - $44K
|
13.7K
$904K
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
800+ 11.73% |
$34.3K - $43.1K
|
7.62K
$504K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
780+ 1.96% |
$33.5K - $42K
|
40.5K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
772+ 204.23% |
$33.1K - $41.5K
|
1.15K
$76.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
770+ 18.4% |
$33K - $41.4K
|
4.95K
$328K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
765+ 5.87% |
$32.8K - $41.2K
|
13.8K
$913K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
763+ 1.22% |
$32.7K - $41.1K
|
63.5K
$4.2M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
730+ 1.53% |
$31.3K - $39.3K
|
48.3K
$3.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
723+ 0.74% |
$31K - $38.9K
|
98.3K
$6.5M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
722+ 11.24% |
$31K - $38.9K
|
7.15K
$473K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
700+ 0.52% |
$30K - $37.7K
|
136K
$8.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
696+ 14.56% |
$29.9K - $37.5K
|
5.48K
$362K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
670+ 8.1% |
$28.7K - $36.1K
|
8.94K
$591K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
663New |
$28.4K - $35.7K
|
663
$43.9K
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
635+ 2.59% |
$27.2K - $34.2K
|
25.2K
$1.67M
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
616+ 2.5% |
$26.4K - $33.2K
|
25.3K
$1.67M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
615+ 7.74% |
$26.4K - $33.1K
|
8.56K
$566K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
611+ 31.54% |
$26.2K - $32.9K
|
2.55K
$169K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
610+ 12.01% |
$26.2K - $32.8K
|
5.69K
$376K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
594+ 4.62% |
$25.5K - $32K
|
13.4K
$890K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
583+ 10.97% |
$25K - $31.4K
|
5.9K
$390K
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
579+ 1.64% |
$24.8K - $31.2K
|
35.8K
$2.37M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
577+ 13.17% |
$24.8K - $31.1K
|
4.96K
$328K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
552+ 6.91% |
$23.7K - $29.7K
|
8.55K
$565K
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
550+ 3.22% |
$23.6K - $29.6K
|
17.7K
$1.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
549+ 1.17% |
$23.6K - $29.5K
|
47.3K
$3.13M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
536+ 148.07% |
$23K - $28.8K
|
898
$59.4K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
532+ 34.37% |
$22.8K - $28.6K
|
2.08K
$138K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
512New |
$22K - $27.6K
|
512
$33.9K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
510New |
$21.9K - $27.4K
|
510
$33.7K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
500+ 10.61% |
$21.5K - $26.9K
|
5.21K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
496+ 4.55% |
$21.3K - $26.7K
|
11.4K
$754K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
490+ 7.14% |
$21K - $26.4K
|
7.36K
$487K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
484+ 30.67% |
$20.8K - $26K
|
2.06K
$136K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
482+ 2.55% |
$20.7K - $25.9K
|
19.4K
$1.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
475+ 3.92% |
$20.4K - $25.6K
|
12.6K
$834K
|
|
|
May 12, 2022
Q1 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
469+ 2.43% |
$20.1K - $25.2K
|
19.8K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
460New |
$19.7K - $24.8K
|
460
$30.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
457+ 6.09% |
$19.6K - $24.6K
|
7.97K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
439+ 6.1% |
$18.8K - $23.6K
|
7.64K
$505K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
437New |
$18.8K - $23.5K
|
437
$28.9K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
432+ 4.3% |
$18.5K - $23.3K
|
10.5K
$693K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
429New |
$18.4K - $23.1K
|
429
$28.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
425+ 2.73% |
$18.2K - $22.9K
|
16K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
406+ 3.17% |
$17.4K - $21.9K
|
13.2K
$873K
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
403+ 1300.0% |
$17.3K - $21.7K
|
434
$28.7K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
400+ 4.75% |
$17.2K - $21.5K
|
8.81K
$583K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
382+ 2.75% |
$16.4K - $20.6K
|
14.3K
$943K
|