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 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.99K+ 4.48% |
$106K - $119K
|
46.3K
$3.51M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.97K+ 13.87% |
$105K - $118K
|
16.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.76K+ 3.83% |
$94.1K - $105K
|
47.8K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 15.64% |
$91K - $102K
|
12.6K
$956K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$90.7K - $102K
|
1.7K
$129K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.7K+ 20.39% |
$90.6K - $101K
|
10K
$760K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.69K+ 8.05% |
$90.2K - $101K
|
22.7K
$1.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 1.8% |
$89.2K - $99.8K
|
94.3K
$7.16M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.65K+ 1.39% |
$88K - $98.5K
|
120K
$9.11M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$86K - $96.3K
|
1.61K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 41.89% |
$85.1K - $95.3K
|
5.4K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.59K+ 44.86% |
$84.9K - $95.1K
|
5.13K
$389K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.59K+ 44.86% |
$84.9K - $95.1K
|
5.13K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 3.39% |
$83.9K - $94K
|
48K
$3.64M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56K+ 0.36% |
$83.6K - $93.6K
|
435K
$33M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.52K+ 1.73% |
$81.3K - $91K
|
89.4K
$6.78M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.52K+ 0.64% |
$81.2K - $90.9K
|
238K
$18.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
1.51K+ 1.31% |
$80.7K - $90.4K
|
117K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.5K+ 34.41% |
$79.9K - $89.4K
|
5.84K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.49KNew |
$79.7K - $89.3K
|
1.49K
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.47K+ 0.9% |
$78.3K - $87.6K
|
164K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
1.43KNew |
$76.1K - $85.2K
|
1.43K
$108K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.38K+ 4.27% |
$73.9K - $82.7K
|
33.8K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.38KNew |
$73.6K - $82.4K
|
1.38K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 25.82% |
$72.6K - $81.2K
|
6.62K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.35K+ 6.3% |
$72.2K - $80.8K
|
22.8K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.34K+ 26.65% |
$71.4K - $79.9K
|
6.35K
$482K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.31K+ 35.73% |
$69.9K - $78.3K
|
4.97K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.29K+ 2.04% |
$68.7K - $76.9K
|
64.3K
$4.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.26K+ 8.97% |
$67.5K - $75.6K
|
15.3K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26K+ 11.07% |
$67.2K - $75.2K
|
12.6K
$957K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.24K+ 4.91% |
$66K - $73.9K
|
26.4K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.23K+ 4.24% |
$65.6K - $73.4K
|
30.2K
$2.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.18KNew |
$62.9K - $70.4K
|
1.18K
$89.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.16K+ 1.54% |
$62.1K - $69.5K
|
76.8K
$5.83M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.14K+ 3.68% |
$61.1K - $68.4K
|
32.2K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 1.63% |
$60.2K - $67.4K
|
70.4K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.12K+ 3.3% |
$59.8K - $67K
|
35.1K
$2.66M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.1K+ 12.48% |
$58.9K - $66K
|
9.94K
$754K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1K+ 110.26% |
$58.6K - $65.6K
|
2.09K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.09K+ 18.89% |
$58.1K - $65.1K
|
6.85K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.08K+ 0.99% |
$57.9K - $64.8K
|
110K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.08K+ 6.4% |
$57.8K - $64.7K
|
18K
$1.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.04K+ 10.59% |
$55.7K - $62.3K
|
10.9K
$826K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 7.97% |
$54.7K - $61.2K
|
13.9K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.02K+ 2.23% |
$54.2K - $60.7K
|
46.6K
$3.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
997+ 1.35% |
$53.3K - $59.6K
|
74.8K
$5.67M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
988+ 14.88% |
$52.8K - $59.1K
|
7.63K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
972+ 661.22% |
$51.9K - $58.1K
|
1.12K
$84.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
961+ 1.26% |
$51.3K - $57.5K
|
77.2K
$5.86M
|