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 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.41K- 9.84% |
$58.6K - $68.3K
|
12.9K
$844K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.51K- 0.54% |
$62.7K - $73.1K
|
277K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.51K- 0.28% |
$62.9K - $73.2K
|
533K
$34.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.52K- 13.74% |
$62.9K - $73.3K
|
9.51K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.53K- 1.05% |
$63.6K - $74.1K
|
144K
$9.42M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.54K- 0.71% |
$64.1K - $74.7K
|
217K
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 17.31% |
$66.4K - $77.4K
|
7.64K
$498K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.6K- 21.62% |
$66.4K - $77.4K
|
5.8K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 41.6% |
$67.6K - $78.7K
|
2.28K
$149K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.64K- 18.73% |
$68.1K - $79.3K
|
7.11K
$464K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.64K- 2.89% |
$68.1K - $79.3K
|
55K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.67K- 3.17% |
$69.2K - $80.6K
|
50.9K
$3.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.69K- 6.82% |
$70K - $81.5K
|
23K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.69K- 9.74% |
$70K - $81.6K
|
15.6K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.73K- 5.76% |
$71.9K - $83.8K
|
28.3K
$1.85M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.73K- 5.76% |
$71.9K - $83.8K
|
28.3K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.76K- 2.43% |
$73.1K - $85.1K
|
70.7K
$4.61M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.76K- 71.95% |
$73.1K - $85.1K
|
686
$44.7K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.88K- 15.83% |
$78.1K - $91.1K
|
10K
$652K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.89K- 2.03% |
$78.6K - $91.6K
|
91.5K
$5.96M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.92K- 2.81% |
$79.8K - $93K
|
66.6K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.94K- 2.48% |
$80.3K - $93.6K
|
76.1K
$4.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.98K- 5.62% |
$82.3K - $95.9K
|
33.3K
$2.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 14.34% |
$82.6K - $96.2K
|
11.9K
$775K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-2K- 0.44% |
$83K - $96.8K
|
454K
$29.6M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.03K- 13.08% |
$84.2K - $98.1K
|
13.5K
$879K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.08K- 3.94% |
$86.2K - $100K
|
50.6K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-2.12K- 27.98% |
$88.1K - $103K
|
5.46K
$356K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.14K- 1.41% |
$89K - $104K
|
149K
$9.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.15K- 2.31% |
$89.1K - $104K
|
90.9K
$5.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.15K- 9.61% |
$89.2K - $104K
|
20.2K
$1.32M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.16K- 11.62% |
$89.8K - $105K
|
16.5K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 34.4% |
$95.7K - $112K
|
4.4K
$287K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 30.9% |
$96.7K - $113K
|
5.21K
$340K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.36K- 2.35% |
$98.1K - $114K
|
98.1K
$6.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.5K- 6.84% |
$104K - $121K
|
34K
$2.22M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.57K- 16.91% |
$107K - $125K
|
12.6K
$825K
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.6K- 15.95% |
$108K - $126K
|
13.7K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-2.64K- 1.07% |
$110K - $128K
|
244K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.8K- 21.25% |
$116K - $136K
|
10.4K
$677K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.81K- 27.57% |
$116K - $136K
|
7.37K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.81K- 15.64% |
$117K - $136K
|
15.2K
$989K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.85K- 5.12% |
$118K - $138K
|
52.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.87K- 1.77% |
$119K - $139K
|
159K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.01K- 1.98% |
$125K - $146K
|
149K
$9.73M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.08K- 1.41% |
$128K - $149K
|
215K
$14M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.41K- 1.01% |
$142K - $165K
|
335K
$21.8M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.46K- 15.63% |
$143K - $167K
|
18.7K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-3.49K- 24.31% |
$145K - $169K
|
10.9K
$709K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-3.62K- 22.27% |
$150K - $175K
|
12.6K
$824K
|