Purchases and Sales Made in Q1 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
114+ 0.68% |
$4.73K - $5.52K
|
16.9K
$1.1M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
110+ 2.36% |
$4.57K - $5.32K
|
4.77K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
108+ 0.71% |
$4.48K - $5.23K
|
15.4K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
102+ 0.87% |
$4.24K - $4.93K
|
11.8K
$768K
|
|
|
Apr 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
100+ 0.81% |
$4.15K - $4.84K
|
12.4K
$809K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
99New |
$4.11K - $4.79K
|
99
$6.46K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 3.45% |
$3.99K - $4.64K
|
2.88K
$188K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
94+ 1.31% |
$3.9K - $4.55K
|
7.25K
$473K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
88+ 0.77% |
$3.65K - $4.26K
|
11.5K
$751K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
87+ 0.04% |
$3.61K - $4.21K
|
226K
$14.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
84+ 1.67% |
$3.49K - $4.06K
|
5.11K
$333K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
81+ 1.91% |
$3.36K - $3.92K
|
4.32K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
80+ 38.28% |
$3.32K - $3.87K
|
289
$18.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
78+ 1.49% |
$3.24K - $3.77K
|
5.3K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
78+ 0.93% |
$3.24K - $3.77K
|
8.44K
$550K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
77+ 1.31% |
$3.2K - $3.73K
|
5.96K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
74+ 1.44% |
$3.07K - $3.58K
|
5.23K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.79% |
$3.03K - $3.53K
|
2.69K
$175K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
68+ 0.12% |
$2.82K - $3.29K
|
56.7K
$3.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
67New |
$2.78K - $3.24K
|
67
$4.37K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
66+ 31.43% |
$2.74K - $3.19K
|
276
$18K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
62+ 45.93% |
$2.57K - $3K
|
197
$12.8K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
59+ 0.04% |
$2.45K - $2.85K
|
141K
$9.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
57+ 0.76% |
$2.37K - $2.76K
|
7.59K
$495K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
57+ 0.47% |
$2.37K - $2.76K
|
12.1K
$789K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
52+ 0.77% |
$2.16K - $2.52K
|
6.84K
$446K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
50+ 0.85% |
$2.08K - $2.42K
|
5.92K
$386K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$2.08K - $2.42K
|
50
$3.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
49+ 1.96% |
$2.03K - $2.37K
|
2.55K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
47+ 127.03% |
$1.95K - $2.27K
|
84
$5.48K
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46+ 0.32% |
$1.91K - $2.23K
|
14.4K
$942K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
42+ 0.49% |
$1.74K - $2.03K
|
8.66K
$565K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
42+ 2.02% |
$1.74K - $2.03K
|
2.12K
$138K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
41+ 0.63% |
$1.7K - $1.98K
|
6.51K
$425K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 1.64% |
$1.62K - $1.89K
|
2.42K
$158K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
35+ 0.11% |
$1.45K - $1.69K
|
33.1K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
34New |
$1.41K - $1.64K
|
34
$2.22K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33+ 0.48% |
$1.37K - $1.6K
|
6.85K
$446K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 206.25% |
$1.37K - $1.6K
|
49
$3.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
32+ 1.34% |
$1.33K - $1.55K
|
2.42K
$158K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31+ 0.41% |
$1.29K - $1.5K
|
7.55K
$492K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
28New |
$1.16K - $1.35K
|
28
$1.83K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
BUY
|
- |
26+ 0.26% |
$1.08K - $1.26K
|
10.1K
$660K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
24+ 1.39% |
$996 - $1.16K
|
1.75K
$114K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
23+ 0.18% |
$955 - $1.11K
|
12.8K
$833K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$913 - $1.06K
|
22
$1.43K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
22+ 1.71% |
$913 - $1.06K
|
1.31K
$85.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
20+ 0.35% |
$830 - $968
|
5.76K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
19+ 16.96% |
$789 - $919
|
131
$8.54K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
18+ 6.0% |
$747 - $871
|
318
$20.7K
|