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
|
Hb Wealth Management, LLC
|
BUY
|
- |
291+ 1.35% |
$12.1K - $14.1K
|
21.8K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
288New |
$12K - $13.9K
|
288
$19.1K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
273New |
$11.3K - $13.2K
|
273
$18.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
272New |
$11.3K - $13.2K
|
272
$18K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
268+ 0.97% |
$11.1K - $13K
|
28K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
267+ 4.97% |
$11.1K - $12.9K
|
5.64K
$374K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
264+ 6.38% |
$11K - $12.8K
|
4.4K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
260+ 0.27% |
$10.8K - $12.6K
|
96.3K
$6.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
257+ 0.37% |
$10.7K - $12.4K
|
68.9K
$4.56M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
252+ 0.45% |
$10.5K - $12.2K
|
56.6K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
247New |
$10.3K - $11.9K
|
247
$16.4K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
241+ 4.66% |
$10K - $11.7K
|
5.42K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
234+ 0.76% |
$9.72K - $11.3K
|
31.2K
$2.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
233New |
$9.67K - $11.3K
|
233
$15.4K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
233+ 2.98% |
$9.67K - $11.3K
|
8.06K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
230+ 0.36% |
$9.55K - $11.1K
|
64.7K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
227+ 0.84% |
$9.43K - $11K
|
27.4K
$1.81M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
227+ 90.08% |
$9.43K - $11K
|
479
$31.7K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
221+ 1.32% |
$9.18K - $10.7K
|
17K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
220+ 52.88% |
$9.13K - $10.6K
|
636
$42.1K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216+ 46.35% |
$8.97K - $10.5K
|
682
$45.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
211+ 8.87% |
$8.76K - $10.2K
|
2.59K
$172K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
209+ 3.61% |
$8.68K - $10.1K
|
6K
$398K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
204+ 0.75% |
$8.47K - $9.87K
|
27.3K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 0.7% |
$8.3K - $9.68K
|
28.7K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.37% |
$8.3K - $9.68K
|
54.2K
$3.59M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200+ 14.09% |
$8.3K - $9.68K
|
1.62K
$107K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
200+ 3.76% |
$8.3K - $9.68K
|
5.52K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200New |
$8.3K - $9.68K
|
200
$13.2K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.86% |
$8.3K - $9.68K
|
23.5K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
199+ 1.05% |
$8.26K - $9.63K
|
19.2K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 0.78% |
$7.89K - $9.19K
|
24.6K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
173+ 0.13% |
$7.18K - $8.37K
|
130K
$8.63M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
171+ 1.78% |
$7.1K - $8.27K
|
9.8K
$649K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
160+ 2.48% |
$6.64K - $7.74K
|
6.61K
$438K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
155+ 98.1% |
$6.44K - $7.5K
|
313
$20.7K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
151+ 0.68% |
$6.27K - $7.31K
|
22.5K
$1.49M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
150+ 0.88% |
$6.23K - $7.26K
|
17.2K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
150+ 1.02% |
$6.23K - $7.26K
|
14.8K
$982K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
149New |
$6.19K - $7.21K
|
149
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
145+ 1.3% |
$6.02K - $7.02K
|
11.3K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
143+ 1.66% |
$5.94K - $6.92K
|
8.78K
$581K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
137+ 0.95% |
$5.69K - $6.63K
|
14.6K
$968K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
136+ 2.06% |
$5.65K - $6.58K
|
6.75K
$447K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
136+ 1.4% |
$5.65K - $6.58K
|
9.87K
$654K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
134New |
$5.56K - $6.48K
|
134
$8.87K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
134+ 1.24% |
$5.56K - $6.48K
|
10.9K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
130+ 0.87% |
$5.4K - $6.29K
|
15.1K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
128+ 1.08% |
$5.31K - $6.19K
|
12K
$794K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
122+ 0.92% |
$5.07K - $5.9K
|
13.4K
$887K
|