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 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-607- 0.63% |
$32.4K - $36.3K
|
95.2K
$7.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-619- 10.46% |
$33.1K - $37K
|
5.3K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-626- 6.23% |
$33.4K - $37.4K
|
9.42K
$715K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-633- 11.73% |
$33.8K - $37.9K
|
4.76K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-637- 0.72% |
$34K - $38.1K
|
87.5K
$6.64M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-658- 1.85% |
$35.2K - $39.4K
|
35K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-675- 0.69% |
$36.1K - $40.4K
|
97.4K
$7.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-678- 9.86% |
$36.2K - $40.6K
|
6.2K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-690- 4.62% |
$36.9K - $41.3K
|
14.2K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-695- 2.73% |
$37.1K - $41.6K
|
24.8K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-697- 3.0% |
$37.2K - $41.7K
|
22.6K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-698- 1.2% |
$37.3K - $41.8K
|
57.3K
$4.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-716- 17.05% |
$38.3K - $42.8K
|
3.48K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-719- 6.92% |
$38.4K - $43K
|
9.67K
$734K
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-723- 10.78% |
$38.6K - $43.2K
|
5.98K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-725- 0.52% |
$38.7K - $43.4K
|
140K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-736- 9.58% |
$39.3K - $44K
|
6.95K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-744- 10.82% |
$39.8K - $44.5K
|
6.13K
$465K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-746- 3.34% |
$39.9K - $44.6K
|
21.6K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-748- 1.69% |
$40K - $44.7K
|
43.4K
$3.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-752- 2.34% |
$40.2K - $45K
|
31.4K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-775- 12.65% |
$41.4K - $46.4K
|
5.35K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-779- 5.48% |
$41.6K - $46.6K
|
13.4K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-800- 0.35% |
$42.7K - $47.9K
|
229K
$17.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-800- 3.45% |
$42.7K - $47.9K
|
22.4K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-803- 2.3% |
$42.9K - $48K
|
34.1K
$2.59M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-807- 41.9% |
$43.1K - $48.3K
|
1.12K
$84.9K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-815- 8.76% |
$43.5K - $48.8K
|
8.48K
$644K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-832- 8.22% |
$44.5K - $49.8K
|
9.29K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-832- 4.55% |
$44.5K - $49.8K
|
17.5K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-869- 2.39% |
$46.4K - $52K
|
35.6K
$2.7M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-886- 3.57% |
$47.3K - $53K
|
23.9K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-894- 1.27% |
$47.8K - $53.5K
|
69.5K
$5.27M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-900- 13.89% |
$48.1K - $53.8K
|
5.58K
$423K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-910- 2.26% |
$48.6K - $54.4K
|
39.4K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-910- 12.48% |
$48.6K - $54.4K
|
6.38K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-922- 3.41% |
$49.3K - $55.2K
|
26.1K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-958- 15.21% |
$51.2K - $57.3K
|
5.34K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-980- 0.98% |
$52.4K - $58.6K
|
99.5K
$7.55M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-986- 18.12% |
$52.7K - $59K
|
4.46K
$338K
|
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-1K- 1.35% |
$53.4K - $59.8K
|
73K
$5.54M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 15.65% |
$53.4K - $59.8K
|
5.39K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1K- 18.52% |
$53.4K - $59.8K
|
4.4K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1K- 5.29% |
$53.4K - $59.8K
|
17.9K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.02K- 0.06% |
$54.5K - $61K
|
1.61M
$122M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.03K- 1.31% |
$54.9K - $61.5K
|
77.5K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 1.25% |
$55.6K - $62.3K
|
82K
$6.22M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.06K- 1.35% |
$56.5K - $63.2K
|
77.3K
$5.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.1K- 23.8% |
$58.8K - $65.8K
|
3.52K
$267K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.11K- 0.47% |
$59.3K - $66.3K
|
235K
$17.9M
|