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 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-104- 0.69% |
$5.56K - $6.22K
|
15K
$1.14M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-106- 1.21% |
$5.66K - $6.34K
|
8.67K
$658K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-107- 2.98% |
$5.72K - $6.4K
|
3.48K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-108- 3.57% |
$5.77K - $6.46K
|
2.92K
$222K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-108- 2.59% |
$5.77K - $6.46K
|
4.07K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 8.36% |
$5.77K - $6.46K
|
1.18K
$89.9K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-111- 0.59% |
$5.93K - $6.64K
|
18.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-113- 1.75% |
$6.04K - $6.76K
|
6.34K
$481K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-114- 5.67% |
$6.09K - $6.82K
|
1.9K
$144K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-115- 1.45% |
$6.14K - $6.88K
|
7.79K
$591K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-117- 2.83% |
$6.25K - $7K
|
4.02K
$305K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-118- 0.81% |
$6.3K - $7.06K
|
14.5K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-119- 5.11% |
$6.36K - $7.12K
|
2.21K
$168K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-119- 0.98% |
$6.36K - $7.12K
|
12K
$910K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-120- 4.34% |
$6.41K - $7.18K
|
2.64K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-124- 2.16% |
$6.63K - $7.42K
|
5.61K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-125- 17.73% |
$6.68K - $7.48K
|
580
$44K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-125- 1.35% |
$6.68K - $7.48K
|
9.13K
$693K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-129- 1.61% |
$6.89K - $7.72K
|
7.91K
$600K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-130- 2.87% |
$6.95K - $7.78K
|
4.4K
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-130- 2.01% |
$6.95K - $7.78K
|
6.32K
$480K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-130- 2.33% |
$6.95K - $7.78K
|
5.44K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-130- 1.76% |
$6.95K - $7.78K
|
7.25K
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-135- 2.79% |
$7.21K - $8.08K
|
4.7K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-140- 2.35% |
$7.48K - $8.37K
|
5.81K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-140- 1.3% |
$7.48K - $8.37K
|
10.7K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-145- 1.77% |
$7.75K - $8.67K
|
8.07K
$612K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-150- 1.21% |
$8.01K - $8.97K
|
12.3K
$931K
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-150- 1.38% |
$8.01K - $8.97K
|
10.8K
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-156- 3.4% |
$8.34K - $9.33K
|
4.43K
$336K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-166- 3.67% |
$8.87K - $9.93K
|
4.36K
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-169- 1.29% |
$9.03K - $10.1K
|
12.9K
$979K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-175- 1.53% |
$9.35K - $10.5K
|
11.2K
$852K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-176- 1.68% |
$9.4K - $10.5K
|
10.3K
$780K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-176- 6.9% |
$9.4K - $10.5K
|
2.38K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-183- 4.17% |
$9.78K - $10.9K
|
4.2K
$319K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-190- 0.05% |
$10.2K - $11.4K
|
363K
$27.5M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-190- 3.64% |
$10.2K - $11.4K
|
5.03K
$382K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-195- 4.65% |
$10.4K - $11.7K
|
4K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-199- 2.03% |
$10.6K - $11.9K
|
9.6K
$729K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.7K - $12K
|
100
$7.59K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 15.56% |
$10.7K - $12K
|
1.09K
$82.3K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-200- 1.17% |
$10.7K - $12K
|
16.9K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-200- 49.63% |
$10.7K - $12K
|
203
$15.4K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-200- 0.26% |
$10.7K - $12K
|
75.3K
$5.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-205- 3.21% |
$11K - $12.3K
|
6.18K
$469K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-209- 2.42% |
$11.2K - $12.5K
|
8.43K
$640K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-210- 2.08% |
$11.2K - $12.6K
|
9.88K
$750K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-212- 0.34% |
$11.3K - $12.7K
|
62.4K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-213- 1.42% |
$11.4K - $12.7K
|
14.8K
$1.12M
|