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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70New |
$3.74K - $4.19K
|
70
$4.63K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
68+ 0.33% |
$3.63K - $4.07K
|
20.9K
$1.39M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67+ 1.64% |
$3.58K - $4.01K
|
4.16K
$276K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 1.14% |
$3.53K - $3.95K
|
5.85K
$387K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65New |
$3.47K - $3.89K
|
65
$4.3K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
64New |
$3.42K - $3.83K
|
64
$4.23K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 89.55% |
$3.21K - $3.59K
|
127
$8.4K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
60New |
$3.21K - $3.59K
|
60
$3.97K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
58+ 0.42% |
$3.1K - $3.47K
|
13.9K
$923K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
57+ 0.74% |
$3.05K - $3.41K
|
7.81K
$517K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
55+ 0.08% |
$2.94K - $3.29K
|
66K
$4.37M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
50+ 0.03% |
$2.67K - $2.99K
|
147K
$9.73M
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.3% |
$2.67K - $2.99K
|
17K
$1.12M
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
49+ 1.35% |
$2.62K - $2.93K
|
3.67K
$243K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
48+ 0.15% |
$2.56K - $2.87K
|
31.2K
$2.07M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.14% |
$2.46K - $2.75K
|
33K
$2.18M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 0.73% |
$2.4K - $2.69K
|
6.24K
$413K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.54% |
$2.3K - $2.57K
|
8.07K
$534K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
42+ 0.56% |
$2.24K - $2.51K
|
7.5K
$496K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.95% |
$2.14K - $2.39K
|
2.09K
$138K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
40+ 1.51% |
$2.14K - $2.39K
|
2.7K
$178K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40+ 2.45% |
$2.14K - $2.39K
|
1.67K
$111K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.09% |
$2.14K - $2.39K
|
46.6K
$3.09M
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
39+ 0.67% |
$2.08K - $2.33K
|
5.87K
$388K
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
39+ 0.04% |
$2.08K - $2.33K
|
103K
$6.82M
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$101K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.26% |
$1.98K - $2.21K
|
14.2K
$936K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
36+ 6.11% |
$1.92K - $2.15K
|
625
$41.4K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35+ 0.1% |
$1.87K - $2.09K
|
33.5K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
35+ 0.5% |
$1.87K - $2.09K
|
7.05K
$467K
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
34+ 0.18% |
$1.82K - $2.03K
|
19.3K
$1.28M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.18K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
24+ 0.48% |
$1.28K - $1.44K
|
5.01K
$331K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 1.97% |
$1.18K - $1.32K
|
1.14K
$75.2K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.18% |
$1.18K - $1.32K
|
12.5K
$828K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
21+ 0.25% |
$1.12K - $1.26K
|
8.38K
$555K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.07K - $1.2K
|
20
$1.32K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 1.15% |
$1.07K - $1.2K
|
1.75K
$116K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.6% |
$1.07K - $1.2K
|
788
$52.1K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19+ 35.85% |
$1.02K - $1.14K
|
72
$4.76K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$486K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 32.69% |
$908 - $1.02K
|
69
$4.57K
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.12% |
$801 - $897
|
12.8K
$848K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.66% |
$801 - $897
|
2.27K
$150K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.05% |
$801 - $897
|
30.7K
$2.03M
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.11% |
$748 - $837
|
13K
$859K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 82.35% |
$748 - $837
|
31
$2.05K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.28% |
$695 - $778
|
4.62K
$306K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$695 - $778
|
13
$860
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 34.29% |
$641 - $718
|
47
$3.11K
|