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 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-246- 5.23% |
$13.1K - $14.7K
|
4.46K
$311K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-248- 0.68% |
$13.3K - $14.8K
|
36.1K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-253- 1.91% |
$13.5K - $15.1K
|
13K
$905K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-256- 3.23% |
$13.7K - $15.3K
|
7.66K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-257- 3.66% |
$13.7K - $15.4K
|
6.76K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-261- 6.34% |
$13.9K - $15.6K
|
3.86K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-262- 3.21% |
$14K - $15.7K
|
7.9K
$550K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-262- 11.78% |
$14K - $15.7K
|
1.96K
$137K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-263- 7.02% |
$14.1K - $15.7K
|
3.49K
$243K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-265- 5.5% |
$14.2K - $15.9K
|
4.55K
$317K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-270- 3.93% |
$14.4K - $16.2K
|
6.6K
$460K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-270- 3.08% |
$14.4K - $16.2K
|
8.51K
$593K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-271- 2.78% |
$14.5K - $16.2K
|
9.48K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-275- 5.18% |
$14.7K - $16.5K
|
5.03K
$351K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-275- 3.97% |
$14.7K - $16.5K
|
6.65K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-278- 1.24% |
$14.9K - $16.6K
|
22.1K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-281- 3.77% |
$15K - $16.8K
|
7.18K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-283- 4.56% |
$15.1K - $16.9K
|
5.92K
$413K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-287- 17.86% |
$15.3K - $17.2K
|
1.32K
$92K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-287- 3.08% |
$15.3K - $17.2K
|
9.04K
$630K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-290- 5.74% |
$15.5K - $17.3K
|
4.76K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-299- 7.18% |
$16K - $17.9K
|
3.87K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300- 17.0% |
$16K - $17.9K
|
1.47K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-305- 1.89% |
$16.3K - $18.2K
|
15.9K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-315- 7.58% |
$16.8K - $18.8K
|
3.84K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-315- 8.84% |
$16.8K - $18.8K
|
3.25K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-318- 73.1% |
$17K - $19K
|
117
$8.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-325- 29.55% |
$17.4K - $19.4K
|
775
$54K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-328- 0.18% |
$17.5K - $19.6K
|
183K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-333- 5.79% |
$17.8K - $19.9K
|
5.42K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-337- 6.13% |
$18K - $20.2K
|
5.16K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-339- 31.3% |
$18.1K - $20.3K
|
744
$51.8K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-347- 5.82% |
$18.5K - $20.8K
|
5.62K
$391K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-348- 2.92% |
$18.6K - $20.8K
|
11.6K
$805K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-356- 3.26% |
$19K - $21.3K
|
10.6K
$735K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-359- 32.0% |
$19.2K - $21.5K
|
763
$53.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-360- 2.8% |
$19.2K - $21.5K
|
12.5K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-360- 5.1% |
$19.2K - $21.5K
|
6.7K
$467K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-371- 6.97% |
$19.8K - $22.2K
|
4.95K
$345K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-373- 4.87% |
$19.9K - $22.3K
|
7.29K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.93% |
$20.8K - $23.3K
|
41.4K
$2.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-390- 9.95% |
$20.8K - $23.3K
|
3.53K
$246K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-398- 0.59% |
$21.3K - $23.8K
|
66.9K
$4.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 2.55% |
$21.4K - $23.9K
|
15.3K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.85% |
$21.4K - $23.9K
|
5.44K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 2.2% |
$21.4K - $23.9K
|
17.8K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-401- 2.01% |
$21.4K - $24K
|
19.5K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-403- 6.98% |
$21.5K - $24.1K
|
5.37K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-426- 8.95% |
$22.8K - $25.5K
|
4.33K
$302K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-429- 1.64% |
$22.9K - $25.7K
|
25.7K
$1.79M
|