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
|
First Bank & Trust
|
SELL
|
- |
-712- 12.66% |
$29.6K - $34.4K
|
4.91K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-725- 12.65% |
$30.1K - $35.1K
|
5.01K
$339K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-729- 2.09% |
$30.3K - $35.3K
|
34.2K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-750- 3.63% |
$31.1K - $36.3K
|
19.9K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-776- 2.28% |
$32.2K - $37.5K
|
33.3K
$2.26M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-783- 2.47% |
$32.5K - $37.9K
|
30.9K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-800- 0.58% |
$33.2K - $38.7K
|
138K
$9.34M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-820- 5.96% |
$34K - $39.7K
|
12.9K
$876K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-825- 75.07% |
$34.3K - $39.9K
|
274
$18.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-841- 7.48% |
$34.9K - $40.7K
|
10.4K
$704K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-848- 12.16% |
$35.2K - $41K
|
6.12K
$414K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-850- 3.62% |
$35.3K - $41.1K
|
22.6K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-851- 10.3% |
$35.3K - $41.2K
|
7.41K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-860- 2.59% |
$35.7K - $41.6K
|
32.3K
$2.19M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-861- 8.47% |
$35.7K - $41.7K
|
9.31K
$630K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-868Closed |
$36K - $42K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-876- 2.78% |
$36.4K - $42.4K
|
30.6K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-882- 9.35% |
$36.6K - $42.7K
|
8.55K
$579K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-900- 6.45% |
$37.4K - $43.5K
|
13.1K
$884K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-900- 5.66% |
$37.4K - $43.5K
|
15K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-942- 10.54% |
$39.1K - $45.6K
|
8K
$541K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-942- 17.05% |
$39.1K - $45.6K
|
4.58K
$310K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-998- 7.84% |
$41.4K - $48.3K
|
11.7K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1K- 21.93% |
$41.5K - $48.4K
|
3.56K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1K- 6.7% |
$41.6K - $48.5K
|
14K
$945K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 8.62% |
$42K - $48.9K
|
10.7K
$725K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.07K- 2.84% |
$44.2K - $51.5K
|
36.4K
$2.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 7.19% |
$44.9K - $52.3K
|
13.9K
$944K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.09K- 12.35% |
$45.4K - $52.9K
|
7.76K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.09K- 12.55% |
$45.4K - $52.9K
|
7.62K
$515K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.1K- 4.45% |
$45.5K - $53K
|
23.5K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.1K- 1.54% |
$45.7K - $53.2K
|
70.4K
$4.76M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 2.46% |
$46.3K - $54K
|
44.3K
$3M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.12K- 3.72% |
$46.5K - $54.1K
|
28.9K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 1.05% |
$46.8K - $54.6K
|
106K
$7.17M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.15K- 60.84% |
$47.9K - $55.8K
|
742
$50.2K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.17K- 8.27% |
$48.4K - $56.4K
|
12.9K
$875K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.2K- 1.4% |
$49.7K - $58K
|
84.3K
$5.71M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 3.01% |
$49.8K - $58.1K
|
38.7K
$2.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 25.21% |
$50.8K - $59.2K
|
3.63K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.23K- 11.55% |
$51.2K - $59.7K
|
9.45K
$639K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 8.8% |
$51.5K - $60K
|
12.9K
$871K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.24K- 3.47% |
$51.7K - $60.2K
|
34.6K
$2.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 20.34% |
$54K - $62.9K
|
5.09K
$345K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.32K- 11.88% |
$54.8K - $63.9K
|
9.79K
$663K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.34K- 1.87% |
$55.5K - $64.7K
|
70.2K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.37K- 7.38% |
$56.9K - $66.3K
|
17.2K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.39K- 35.68% |
$57.8K - $67.4K
|
2.51K
$170K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-1.39K- 35.68% |
$57.8K - $67.4K
|
2.51K
$170K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.4K- 11.01% |
$58.3K - $67.9K
|
11.3K
$767K
|