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 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-172- 0.16% |
$7.14K - $8.32K
|
110K
$7.15M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-175- 21.24% |
$7.27K - $8.47K
|
649
$42.3K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-177- 2.67% |
$7.35K - $8.56K
|
6.45K
$420K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-180- 10.45% |
$7.47K - $8.71K
|
1.54K
$100K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-184Closed |
$7.64K - $8.9K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-189- 2.21% |
$7.85K - $9.14K
|
8.38K
$546K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-195- 0.72% |
$8.1K - $9.43K
|
27K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-200- 28.57% |
$8.3K - $9.68K
|
500
$32.6K
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 2.0% |
$8.3K - $9.68K
|
9.78K
$637K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-201- 4.03% |
$8.35K - $9.72K
|
4.79K
$312K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-205- 92.76% |
$8.51K - $9.92K
|
16
$1.04K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-210- 0.32% |
$8.72K - $10.2K
|
66K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-212- 2.16% |
$8.8K - $10.3K
|
9.58K
$624K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-212- 2.79% |
$8.8K - $10.3K
|
7.38K
$481K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-216- 0.31% |
$8.97K - $10.5K
|
68.7K
$4.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-219- 1.04% |
$9.09K - $10.6K
|
20.8K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-220- 3.48% |
$9.13K - $10.6K
|
6.09K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-220- 1.43% |
$9.13K - $10.6K
|
15.2K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-240- 3.0% |
$9.96K - $11.6K
|
7.77K
$506K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-245- 2.32% |
$10.2K - $11.9K
|
10.3K
$671K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-247- 0.18% |
$10.3K - $11.9K
|
140K
$9.15M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-248- 5.29% |
$10.3K - $12K
|
4.44K
$290K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-248- 1.79% |
$10.3K - $12K
|
13.6K
$887K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-256- 0.4% |
$10.6K - $12.4K
|
63.8K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-258- 0.99% |
$10.7K - $12.5K
|
25.8K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-269- 3.09% |
$11.2K - $13K
|
8.45K
$550K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-275- 3.27% |
$11.4K - $13.3K
|
8.13K
$530K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-278- 0.72% |
$11.5K - $13.4K
|
38.4K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-279- 26.07% |
$11.6K - $13.5K
|
791
$51.5K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-282- 2.22% |
$11.7K - $13.6K
|
12.4K
$810K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-284- 3.27% |
$11.8K - $13.7K
|
8.39K
$547K
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-284- -0.0% |
$11.8K - $13.7K
|
56.6M
$3.69B
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-285- 1.95% |
$11.8K - $13.8K
|
14.3K
$934K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
SELL
|
- |
-290- 0.29% |
$12K - $14K
|
98.2K
$6.4M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-291- 0.5% |
$12.1K - $14.1K
|
58K
$3.78M
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-300- 5.3% |
$12.5K - $14.5K
|
5.36K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-300- 0.4% |
$12.5K - $14.5K
|
75.6K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-302- 2.93% |
$12.5K - $14.6K
|
10K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-306- 4.52% |
$12.7K - $14.8K
|
6.47K
$422K
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-309- 0.74% |
$12.8K - $14.9K
|
41.3K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-309- 0.51% |
$12.8K - $14.9K
|
59.9K
$3.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-333- 5.62% |
$13.8K - $16.1K
|
5.59K
$364K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-352- 1.47% |
$14.6K - $17K
|
23.7K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-357- 0.27% |
$14.8K - $17.3K
|
132K
$8.57M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-357- 3.77% |
$14.8K - $17.3K
|
9.11K
$593K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-361- 3.17% |
$15K - $17.5K
|
11K
$719K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-366- 4.06% |
$15.2K - $17.7K
|
8.66K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-374- 4.83% |
$15.5K - $18.1K
|
7.37K
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-375- 5.84% |
$15.6K - $18.1K
|
6.05K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-375- 2.7% |
$15.6K - $18.1K
|
13.5K
$882K
|