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 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-378- 4.29% |
$15.7K - $18.3K
|
8.43K
$571K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-385- 1.74% |
$16K - $18.6K
|
21.7K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-394- 4.24% |
$16.4K - $19.1K
|
8.91K
$603K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-396- 0.26% |
$16.4K - $19.2K
|
150K
$10.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-400- 0.26% |
$16.6K - $19.4K
|
156K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-400- 1.66% |
$16.6K - $19.4K
|
23.7K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-401- 3.48% |
$16.6K - $19.4K
|
11.1K
$753K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-401- 35.39% |
$16.6K - $19.4K
|
732
$49.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
SELL
|
- |
-403- 0.47% |
$16.7K - $19.5K
|
85K
$5.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-408- 0.69% |
$16.9K - $19.7K
|
58.6K
$3.97M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-410- 8.09% |
$17K - $19.8K
|
4.66K
$315K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-419- 8.12% |
$17.4K - $20.3K
|
4.74K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-430- 2.74% |
$17.9K - $20.8K
|
15.3K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-434- 1.47% |
$18K - $21K
|
29.1K
$1.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-435- 4.66% |
$18.1K - $21K
|
8.91K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-454- 1.01% |
$18.9K - $22K
|
44.4K
$3.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-460- 0.79% |
$19.1K - $22.3K
|
57.9K
$3.92M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-466- 14.87% |
$19.3K - $22.5K
|
2.67K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-474- 1.85% |
$19.7K - $22.9K
|
25.1K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-478- 1.58% |
$19.8K - $23.1K
|
29.7K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-484- 2.38% |
$20.1K - $23.4K
|
19.8K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-485- 95.47% |
$20.1K - $23.5K
|
23
$1.56K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 7.65% |
$20.8K - $24.2K
|
6.04K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-501- 0.14% |
$20.8K - $24.2K
|
363K
$24.5M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-512- 11.95% |
$21.3K - $24.8K
|
3.77K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-530- 2.83% |
$22K - $25.6K
|
18.2K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-542- 2.88% |
$22.5K - $26.2K
|
18.3K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-550- 2.96% |
$22.8K - $26.6K
|
18K
$1.22M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-550- 7.13% |
$22.8K - $26.6K
|
7.17K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-550- 12.47% |
$22.8K - $26.6K
|
3.86K
$261K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-550- 9.24% |
$22.8K - $26.6K
|
5.41K
$366K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-570- 3.84% |
$23.7K - $27.6K
|
14.3K
$966K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-582- 5.0% |
$24.2K - $28.2K
|
11.1K
$748K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-584- 9.16% |
$24.2K - $28.3K
|
5.79K
$392K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 66.15% |
$24.9K - $29K
|
307
$20.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-600- 5.02% |
$24.9K - $29K
|
11.4K
$769K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-610- 6.87% |
$25.3K - $29.5K
|
8.27K
$560K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-613- 3.97% |
$25.5K - $29.7K
|
14.8K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-613- 0.54% |
$25.5K - $29.7K
|
112K
$7.59M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-625- 13.04% |
$26K - $30.2K
|
4.17K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-643- 4.65% |
$26.7K - $31.1K
|
13.2K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-644- 12.04% |
$26.7K - $31.2K
|
4.71K
$318K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-650- 3.1% |
$27K - $31.4K
|
20.3K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-650- 5.15% |
$27K - $31.4K
|
12K
$810K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-654- 9.81% |
$27.2K - $31.6K
|
6.02K
$407K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-655- 25.86% |
$27.2K - $31.7K
|
1.88K
$127K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-655- 3.28% |
$27.2K - $31.7K
|
19.3K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-665- 48.15% |
$27.6K - $32.2K
|
716
$48.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-682- 4.16% |
$28.3K - $33K
|
15.7K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-710- 1.54% |
$29.5K - $34.3K
|
45.4K
$3.08M
|