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 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-437- 7.4% |
$23.3K - $26.1K
|
5.47K
$381K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-440- 2.97% |
$23.5K - $26.3K
|
14.4K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-450- 6.8% |
$24K - $26.9K
|
6.17K
$430K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-451- 24.6% |
$24.1K - $27K
|
1.38K
$96.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-453- 10.73% |
$24.2K - $27.1K
|
3.77K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-457- 1.34% |
$24.4K - $27.3K
|
33.7K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-466- 10.56% |
$24.9K - $27.9K
|
3.95K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-469- 7.98% |
$25.1K - $28.1K
|
5.41K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-469- 0.98% |
$25.1K - $28.1K
|
47.2K
$3.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-470- 2.18% |
$25.1K - $28.1K
|
21.1K
$1.47M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-470- 4.9% |
$25.1K - $28.1K
|
9.12K
$635K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-471- 84.41% |
$25.2K - $28.2K
|
87
$6.06K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-471- 5.16% |
$25.2K - $28.2K
|
8.66K
$603K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-476- 76.04% |
$25.4K - $28.5K
|
150
$10.4K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-484- 6.91% |
$25.9K - $29K
|
6.52K
$454K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-499- 3.75% |
$26.7K - $29.9K
|
12.8K
$893K
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-500- 1.07% |
$26.7K - $29.9K
|
46.1K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-500- 27.43% |
$26.7K - $29.9K
|
1.32K
$92.2K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 0.22% |
$26.7K - $29.9K
|
222K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-507- 1.75% |
$27.1K - $30.3K
|
28.4K
$1.98M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-511- 3.93% |
$27.3K - $30.6K
|
12.5K
$869K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-514- 10.94% |
$27.5K - $30.7K
|
4.18K
$291K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-515- 0.87% |
$27.5K - $30.8K
|
58.7K
$4.09M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-515- 75.18% |
$27.5K - $30.8K
|
170
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-516- 8.72% |
$27.6K - $30.9K
|
5.4K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-518- 0.28% |
$27.7K - $31K
|
184K
$12.8M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-520- 9.21% |
$27.8K - $31.1K
|
5.12K
$357K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-522- 70.83% |
$27.9K - $31.2K
|
215
$15K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-527- 1.79% |
$28.2K - $31.5K
|
28.9K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-530- 3.92% |
$28.3K - $31.7K
|
13K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-531- 12.73% |
$28.4K - $31.8K
|
3.64K
$254K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-533- 8.44% |
$28.5K - $31.9K
|
5.78K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-535- 70.39% |
$28.6K - $32K
|
225
$15.7K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-536- 0.31% |
$28.6K - $32.1K
|
173K
$12M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-538- 3.67% |
$28.7K - $32.2K
|
14.1K
$985K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-550- 19.82% |
$29.4K - $32.9K
|
2.23K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-550- 7.79% |
$29.4K - $32.9K
|
6.51K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-567- 1.32% |
$30.3K - $33.9K
|
42.2K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-583- 6.45% |
$31.1K - $34.9K
|
8.45K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-584- 2.73% |
$31.2K - $34.9K
|
20.8K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-600- 5.08% |
$32.1K - $35.9K
|
11.2K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-607- 0.63% |
$32.4K - $36.3K
|
95.2K
$6.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-619- 10.46% |
$33.1K - $37K
|
5.3K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-626- 6.23% |
$33.4K - $37.4K
|
9.42K
$656K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-633- 11.73% |
$33.8K - $37.9K
|
4.76K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-637- 0.72% |
$34K - $38.1K
|
87.5K
$6.09M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-658- 1.85% |
$35.2K - $39.4K
|
35K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-675- 0.69% |
$36.1K - $40.4K
|
97.4K
$6.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-678- 9.86% |
$36.2K - $40.6K
|
6.2K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-690- 4.62% |
$36.9K - $41.3K
|
14.2K
$992K
|