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 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-60- 1.22% |
$3.21K - $3.59K
|
4.86K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-60- 2.8% |
$3.21K - $3.59K
|
2.08K
$145K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 18.02% |
$3.21K - $3.59K
|
273
$19K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-60- 1.36% |
$3.21K - $3.59K
|
4.36K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-61- 0.58% |
$3.26K - $3.65K
|
10.5K
$728K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-61- 2.72% |
$3.26K - $3.65K
|
2.18K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-62- 0.39% |
$3.31K - $3.71K
|
15.8K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-67- 1.9% |
$3.58K - $4.01K
|
3.47K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-69- 0.71% |
$3.69K - $4.13K
|
9.71K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-69- 0.56% |
$3.69K - $4.13K
|
12.3K
$858K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-71- 0.2% |
$3.79K - $4.25K
|
34.6K
$2.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-72- 10.71% |
$3.85K - $4.31K
|
600
$41.8K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-73- 1.66% |
$3.9K - $4.37K
|
4.32K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-75- 0.25% |
$4.01K - $4.49K
|
29.7K
$2.07M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-75- 0.97% |
$4.01K - $4.49K
|
7.64K
$532K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-76- 50.0% |
$4.06K - $4.55K
|
76
$5.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-77- 0.87% |
$4.11K - $4.61K
|
8.79K
$612K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-80- 1.71% |
$4.27K - $4.79K
|
4.59K
$320K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-83- 6.7% |
$4.43K - $4.97K
|
1.16K
$80.5K
|
|
|
May 15, 2024
Q1 2024
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-84- 1.78% |
$4.49K - $5.02K
|
4.64K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-88- 1.38% |
$4.7K - $5.26K
|
6.31K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-89- 0.32% |
$4.76K - $5.32K
|
27.6K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-91- 0.99% |
$4.86K - $5.44K
|
9.06K
$631K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-91- 9.57% |
$4.86K - $5.44K
|
860
$59.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-91- 0.82% |
$4.86K - $5.44K
|
11K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-91- 0.07% |
$4.86K - $5.44K
|
135K
$9.41M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-91- 0.75% |
$4.86K - $5.44K
|
12K
$835K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-97- 2.25% |
$5.18K - $5.8K
|
4.22K
$294K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 0.41% |
$5.34K - $5.98K
|
24.3K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-100- 1.86% |
$5.34K - $5.98K
|
5.27K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 10.2% |
$5.34K - $5.98K
|
880
$61.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-100- 2.83% |
$5.34K - $5.98K
|
3.43K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 2.04% |
$5.34K - $5.98K
|
4.8K
$335K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 0.74% |
$5.34K - $5.98K
|
13.4K
$935K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 6.89% |
$5.34K - $5.98K
|
1.35K
$94.2K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-100- 0.34% |
$5.34K - $5.98K
|
29.6K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-100- 0.91% |
$5.34K - $5.98K
|
10.9K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 2.2% |
$5.34K - $5.98K
|
4.44K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.07% |
$5.34K - $5.98K
|
144K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-101- 2.01% |
$5.4K - $6.04K
|
4.92K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-102- 78.46% |
$5.45K - $6.1K
|
28
$1.95K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-102- 1.72% |
$5.45K - $6.1K
|
5.84K
$407K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104- 0.69% |
$5.56K - $6.22K
|
15K
$1.04M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-106- 1.21% |
$5.66K - $6.34K
|
8.67K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-107- 2.98% |
$5.72K - $6.4K
|
3.48K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-108- 3.57% |
$5.77K - $6.46K
|
2.92K
$203K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 2.59% |
$5.77K - $6.46K
|
4.07K
$283K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 8.36% |
$5.77K - $6.46K
|
1.18K
$82.5K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-111- 0.59% |
$5.93K - $6.64K
|
18.6K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-113- 1.75% |
$6.04K - $6.76K
|
6.34K
$442K
|