Purchases and Sales Made in Q1 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 2024. 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, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
197+ 2.26% |
$10.5K - $11.8K
|
8.9K
$589K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
183New |
$9.78K - $10.9K
|
183
$12.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
182+ 2.32% |
$9.72K - $10.9K
|
8.03K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
180+ 0.54% |
$9.62K - $10.8K
|
33.6K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
180+ 4.28% |
$9.62K - $10.8K
|
4.39K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
177+ 1.53% |
$9.46K - $10.6K
|
11.7K
$775K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
169+ 4.16% |
$9.03K - $10.1K
|
4.23K
$280K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
163+ 3.02% |
$8.71K - $9.75K
|
5.56K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
158+ 13.09% |
$8.44K - $9.45K
|
1.37K
$90.3K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150+ 19.92% |
$8.01K - $8.97K
|
903
$59.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$7.75K - $8.67K
|
145
$9.59K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
144+ 3.84% |
$7.69K - $8.61K
|
3.89K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
142+ 3.95% |
$7.59K - $8.49K
|
3.74K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
139+ 2.1% |
$7.43K - $8.31K
|
6.77K
$448K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
137+ 1.15% |
$7.32K - $8.2K
|
12.1K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
133+ 0.48% |
$7.11K - $7.96K
|
27.8K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
131+ 1.65% |
$7K - $7.84K
|
8.06K
$533K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
128New |
$6.84K - $7.66K
|
128
$8.47K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
125New |
$6.68K - $7.48K
|
125
$8.27K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.99% |
$6.57K - $7.36K
|
6.29K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
120+ 38.71% |
$6.41K - $7.18K
|
430
$28.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
116New |
$6.2K - $6.94K
|
116
$7.68K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
115+ 2.9% |
$6.14K - $6.88K
|
4.08K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
113+ 12.35% |
$6.04K - $6.76K
|
1.03K
$68K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
112+ 22.09% |
$5.98K - $6.7K
|
619
$41K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
112+ 1.89% |
$5.98K - $6.7K
|
6.05K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
111+ 1.23% |
$5.93K - $6.64K
|
9.11K
$603K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
111+ 2.16% |
$5.93K - $6.64K
|
5.25K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
110New |
$5.88K - $6.58K
|
110
$7.28K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
109+ 1.76% |
$5.82K - $6.52K
|
6.3K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$5.61K - $6.28K
|
105
$6.95K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
105+ 4.2% |
$5.61K - $6.28K
|
2.61K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
101+ 1.57% |
$5.4K - $6.04K
|
6.54K
$433K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$6.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$6.62K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
100+ 0.92% |
$5.34K - $5.98K
|
11K
$729K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
98+ 0.92% |
$5.24K - $5.86K
|
10.8K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
97+ 13.2% |
$5.18K - $5.8K
|
832
$55.1K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
93+ 1.76% |
$4.97K - $5.56K
|
5.39K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
91+ 0.23% |
$4.86K - $5.44K
|
39.7K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 0.74% |
$4.81K - $5.38K
|
12.2K
$810K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$5.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
87+ 1.73% |
$4.65K - $5.2K
|
5.11K
$338K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
86+ 0.09% |
$4.59K - $5.14K
|
96.5K
$6.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
84+ 1.11% |
$4.49K - $5.02K
|
7.66K
$507K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
84+ 0.47% |
$4.49K - $5.02K
|
18K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
79+ 0.64% |
$4.22K - $4.73K
|
12.4K
$818K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
73+ 0.75% |
$3.9K - $4.37K
|
9.75K
$645K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 1.07% |
$3.79K - $4.25K
|
6.69K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70+ 0.44% |
$3.74K - $4.19K
|
15.9K
$1.05M
|