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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 0.23% |
$641 - $718
|
5.22K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.14% |
$588 - $658
|
7.92K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
11+ 0.08% |
$588 - $658
|
13.7K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 1.57% |
$588 - $658
|
712
$47.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 2.67% |
$534 - $598
|
385
$25.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.18% |
$534 - $598
|
5.48K
$363K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.33% |
$534 - $598
|
3.04K
$201K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 0.15% |
$534 - $598
|
6.84K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 16.39% |
$534 - $598
|
71
$4.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.51% |
$534 - $598
|
1.96K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10+ 0.26% |
$534 - $598
|
3.84K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.53% |
$481 - $538
|
1.7K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$481 - $538
|
2.28K
$151K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9+ 0.17% |
$481 - $538
|
5.17K
$342K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 4.85% |
$427 - $479
|
173
$11.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7+ 0.33% |
$374 - $419
|
2.1K
$139K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.11% |
$374 - $419
|
6.37K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
7+ 0.19% |
$374 - $419
|
3.77K
$249K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 20.59% |
$374 - $419
|
41
$2.71K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
6+ 0.06% |
$321 - $359
|
9.45K
$625K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6+ 0.12% |
$321 - $359
|
5.17K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.13% |
$321 - $359
|
4.69K
$310K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5+ 0.12% |
$267 - $299
|
4.01K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$267 - $299
|
5
$331
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5+ 0.04% |
$267 - $299
|
11.6K
$764K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.55K
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.03% |
$214 - $239
|
12.5K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.19% |
$214 - $239
|
2.08K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.74K
$248K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.23% |
$214 - $239
|
1.77K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.08% |
$214 - $239
|
5.24K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$160 - $179
|
2.92K
$193K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.09% |
$160 - $179
|
3.5K
$231K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$107 - $120
|
3.43K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
2+ 0.01% |
$107 - $120
|
19.2K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.73% |
$107 - $120
|
276
$18.3K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.36% |
$107 - $120
|
551
$36.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.38% |
$107 - $120
|
532
$35.2K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$53.4 - $59.8
|
6.03K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$53.4 - $59.8
|
346
$22.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.82% |
$53.4 - $59.8
|
56
$3.71K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$53.4 - $59.8
|
2.27K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$53.4 - $59.8
|
10.7K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$53.4 - $59.8
|
5.57K
$369K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.83% |
$53.4 - $59.8
|
121
$8.01K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2- 0.31% |
$107 - $120
|
643
$42.5K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.09% |
$107 - $120
|
2.29K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 1.81% |
$160 - $179
|
163
$10.8K
|