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 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.24K+ 3.91% |
$217K - $253K
|
139K
$10.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.22K+ 3.2% |
$217K - $252K
|
168K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.22KNew |
$217K - $252K
|
5.22K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.21K+ 4.83% |
$216K - $252K
|
113K
$8.58M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.16KNew |
$214K - $250K
|
5.16K
$392K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.11KNew |
$212K - $247K
|
5.11K
$388K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.09K+ 2.31% |
$211K - $246K
|
225K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.05KNew |
$210K - $244K
|
5.05K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.05KNew |
$210K - $244K
|
5.05K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5KNew |
$208K - $242K
|
5K
$379K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.96KNew |
$206K - $240K
|
4.96K
$376K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.94KNew |
$205K - $239K
|
4.94K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.9KNew |
$204K - $237K
|
4.9K
$372K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.88K+ 8135.0% |
$203K - $236K
|
4.94K
$375K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.88KNew |
$202K - $236K
|
4.88K
$370K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.85K+ 7.82% |
$201K - $235K
|
66.9K
$5.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
4.83KNew |
$201K - $234K
|
4.83K
$367K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.83KNew |
$201K - $234K
|
4.83K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.8K+ 8.16% |
$199K - $232K
|
63.6K
$4.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.79KNew |
$199K - $232K
|
4.79K
$364K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.77KNew |
$198K - $231K
|
4.77K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.74KNew |
$197K - $229K
|
4.74K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.74KNew |
$197K - $229K
|
4.74K
$359K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.72K+ 173.13% |
$196K - $228K
|
7.45K
$565K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
4.7KNew |
$195K - $227K
|
4.7K
$357K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.7KNew |
$195K - $227K
|
4.7K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.63KNew |
$192K - $224K
|
4.63K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.58K+ 21.93% |
$190K - $221K
|
25.4K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.56KNew |
$189K - $221K
|
4.56K
$346K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.54KNew |
$189K - $220K
|
4.54K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.53KNew |
$188K - $219K
|
4.53K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
4.53KNew |
$188K - $219K
|
4.53K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.52KNew |
$188K - $218K
|
4.52K
$343K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.46KNew |
$185K - $216K
|
4.46K
$338K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
4.45KNew |
$185K - $215K
|
4.45K
$338K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.44KNew |
$184K - $215K
|
4.44K
$337K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.42KNew |
$183K - $214K
|
4.42K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4.4KNew |
$183K - $213K
|
4.4K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.39KNew |
$182K - $212K
|
4.39K
$333K
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.38KNew |
$182K - $212K
|
4.38K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.28K+ 23.59% |
$178K - $207K
|
22.4K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.27K+ 18.88% |
$177K - $207K
|
26.9K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
4.05K+ 3.29% |
$168K - $196K
|
127K
$9.65M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.96K+ 7.7% |
$164K - $192K
|
55.4K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
3.41K+ 12.91% |
$141K - $165K
|
29.8K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
3.19K+ 1.02% |
$132K - $154K
|
315K
$23.9M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.18K+ 23.2% |
$132K - $154K
|
16.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.12K+ 1.07% |
$129K - $151K
|
295K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.11K+ 5.2% |
$129K - $150K
|
62.9K
$4.77M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.11K+ 5.2% |
$129K - $150K
|
62.9K
$4.77M
|