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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 0.17% |
$457 - $532
|
6.36K
$430K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-14- 0.06% |
$581 - $677
|
22.5K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-15- 0.08% |
$623 - $726
|
18.9K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-17- 3.09% |
$706 - $822
|
533
$36.1K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-20- 1.44% |
$830 - $968
|
1.37K
$92.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-20- 0.19% |
$830 - $968
|
10.4K
$703K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-21- 0.14% |
$872 - $1.02K
|
15.5K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-25- 0.26% |
$1.04K - $1.21K
|
9.54K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-27- 0.2% |
$1.12K - $1.31K
|
13.7K
$931K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-28- 2.57% |
$1.16K - $1.35K
|
1.06K
$71.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-29- 0.39% |
$1.2K - $1.4K
|
7.48K
$506K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 12.35% |
$1.25K - $1.45K
|
213
$14.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-31- 3.81% |
$1.29K - $1.5K
|
782
$52.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-32- 1.07% |
$1.33K - $1.55K
|
2.96K
$200K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-32- 0.42% |
$1.33K - $1.55K
|
7.55K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-32- 0.83% |
$1.33K - $1.55K
|
3.81K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-33- 18.86% |
$1.37K - $1.6K
|
142
$9.61K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-33- 91.67% |
$1.37K - $1.6K
|
3
$203
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-35- 0.42% |
$1.45K - $1.69K
|
8.38K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-35- 0.91% |
$1.45K - $1.69K
|
3.79K
$257K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-37- 0.9% |
$1.54K - $1.79K
|
4.05K
$274K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-37- 0.33% |
$1.54K - $1.79K
|
11.1K
$753K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-38- 0.35% |
$1.58K - $1.84K
|
10.9K
$740K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-38- 0.54% |
$1.58K - $1.84K
|
6.96K
$471K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-39- 0.39% |
$1.62K - $1.89K
|
10.1K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-39- 0.7% |
$1.62K - $1.89K
|
5.52K
$374K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-39- 1.25% |
$1.62K - $1.89K
|
3.08K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-40- 0.01% |
$1.66K - $1.94K
|
332K
$22.5M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-40- 2.82% |
$1.66K - $1.94K
|
1.38K
$93.4K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-40- 0.62% |
$1.66K - $1.94K
|
6.39K
$432K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-40- 4.77% |
$1.66K - $1.94K
|
799
$54.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-42- 0.25% |
$1.74K - $2.03K
|
16.7K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-42- 0.04% |
$1.74K - $2.03K
|
101K
$6.86M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-42- 1.01% |
$1.74K - $2.03K
|
4.13K
$280K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-45- 0.31% |
$1.87K - $2.18K
|
14.5K
$981K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-45- 33.33% |
$1.87K - $2.18K
|
90
$6.09K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-45- 0.39% |
$1.87K - $2.18K
|
11.6K
$784K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-46- 0.6% |
$1.91K - $2.23K
|
7.58K
$513K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-46- 0.62% |
$1.91K - $2.23K
|
7.41K
$502K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-48- 0.33% |
$1.99K - $2.32K
|
14.3K
$970K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-48- 44.44% |
$1.99K - $2.32K
|
60
$4.06K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-50- 0.62% |
$2.08K - $2.42K
|
7.97K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-51- 0.1% |
$2.12K - $2.47K
|
48.9K
$3.31M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-52- 0.91% |
$2.16K - $2.52K
|
5.65K
$382K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-52- 0.91% |
$2.16K - $2.52K
|
5.65K
$382K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-54- 0.16% |
$2.24K - $2.61K
|
33.4K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-55- 0.42% |
$2.28K - $2.66K
|
13K
$879K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-55- 0.27% |
$2.28K - $2.66K
|
20K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-60- 1.18% |
$2.49K - $2.9K
|
5.02K
$340K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-63- 0.93% |
$2.62K - $3.05K
|
6.69K
$453K
|