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 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5- 0.02% |
$267 - $299
|
29K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6- 0.04% |
$321 - $359
|
15.8K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 1.32% |
$374 - $419
|
522
$36.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 1.98% |
$374 - $419
|
346
$24.1K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-7- 0.11% |
$374 - $419
|
6.21K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 0.36% |
$374 - $419
|
1.95K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.28% |
$801 - $897
|
5.33K
$371K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-16- 0.28% |
$855 - $957
|
5.64K
$393K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 53.13% |
$908 - $1.02K
|
15
$1.04K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-17- 0.12% |
$908 - $1.02K
|
14.6K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-18- 5.66% |
$962 - $1.08K
|
300
$20.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-21- 1.64% |
$1.12K - $1.26K
|
1.26K
$88K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-22- 0.6% |
$1.18K - $1.32K
|
3.67K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-24- 0.38% |
$1.28K - $1.44K
|
6.22K
$433K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-25- 0.13% |
$1.34K - $1.5K
|
19.8K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.36% |
$1.39K - $1.56K
|
7.1K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 0.66% |
$1.5K - $1.67K
|
4.22K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.03% |
$1.76K - $1.97K
|
99K
$6.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-34- 0.51% |
$1.82K - $2.03K
|
6.66K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-35- 0.93% |
$1.87K - $2.09K
|
3.72K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-35- 19.44% |
$1.87K - $2.09K
|
145
$10.1K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-35- 0.64% |
$1.87K - $2.09K
|
5.41K
$377K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-36- 0.51% |
$1.92K - $2.15K
|
7.01K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-37- 0.21% |
$1.98K - $2.21K
|
17.3K
$1.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-38- 0.2% |
$2.03K - $2.27K
|
19.4K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-39- 0.06% |
$2.08K - $2.33K
|
67K
$4.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.51% |
$2.14K - $2.39K
|
7.8K
$543K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-40- 0.08% |
$2.14K - $2.39K
|
49.8K
$3.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-41- 0.71% |
$2.19K - $2.45K
|
5.74K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-41- 1.24% |
$2.19K - $2.45K
|
3.26K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-42- 7.88% |
$2.24K - $2.51K
|
491
$34.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-44- 0.37% |
$2.35K - $2.63K
|
11.8K
$823K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-46- 0.1% |
$2.46K - $2.75K
|
46K
$3.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-47- 0.63% |
$2.51K - $2.81K
|
7.45K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-47- 0.18% |
$2.51K - $2.81K
|
26.5K
$1.85M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-48- 0.15% |
$2.56K - $2.87K
|
31.5K
$2.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-49- 0.61% |
$2.62K - $2.93K
|
8.01K
$558K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 0.47% |
$2.67K - $2.99K
|
10.7K
$742K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 22.94% |
$2.67K - $2.99K
|
168
$11.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-50- 1.15% |
$2.67K - $2.99K
|
4.29K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-50- 4.26% |
$2.67K - $2.99K
|
1.12K
$78.3K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-52- 0.76% |
$2.78K - $3.11K
|
6.79K
$473K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-54- 1.7% |
$2.89K - $3.23K
|
3.12K
$218K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-56- 1.37% |
$2.99K - $3.35K
|
4.04K
$282K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 9.21% |
$2.99K - $3.35K
|
552
$38.5K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-58- 0.87% |
$3.1K - $3.47K
|
6.64K
$462K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-58- 1.16% |
$3.1K - $3.47K
|
4.96K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-58- 1.49% |
$3.1K - $3.47K
|
3.82K
$266K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-58- 0.43% |
$3.1K - $3.47K
|
13.5K
$943K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-58- 1.98% |
$3.1K - $3.47K
|
2.88K
$200K
|