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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860+ 13.4% |
$45.9K - $51.4K
|
7.28K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
823+ 7.9% |
$44K - $49.2K
|
11.2K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
809+ 5.86% |
$43.2K - $48.4K
|
14.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
805+ 11.99% |
$43K - $48.2K
|
7.52K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
804+ 0.08% |
$43K - $48.1K
|
1.02M
$70.9M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
804+ 4.85% |
$43K - $48.1K
|
17.4K
$1.21M
|
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
798+ 2.01% |
$42.6K - $47.7K
|
40.5K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
793+ 3.72% |
$42.4K - $47.4K
|
22.1K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
767+ 0.59% |
$41K - $45.9K
|
132K
$9.18M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
757+ 1.96% |
$40.4K - $45.3K
|
39.4K
$2.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
749+ 14.89% |
$40K - $44.8K
|
5.78K
$403K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
743New |
$39.7K - $44.4K
|
743
$51.8K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
735+ 0.93% |
$39.3K - $44K
|
80.1K
$5.58M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
730+ 17.23% |
$39K - $43.7K
|
4.97K
$346K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
726New |
$38.8K - $43.4K
|
726
$50.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
715+ 14.39% |
$38.2K - $42.8K
|
5.68K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
706+ 0.3% |
$37.7K - $42.2K
|
238K
$16.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
703New |
$37.6K - $42.1K
|
703
$49K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
699+ 12.81% |
$37.3K - $41.8K
|
6.16K
$429K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
697+ 5.07% |
$37.2K - $41.7K
|
14.4K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
694+ 10.41% |
$37.1K - $41.5K
|
7.36K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
689+ 0.94% |
$36.8K - $41.2K
|
73.8K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
670+ 1.14% |
$35.8K - $40.1K
|
59.3K
$4.13M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.58% |
$35.5K - $39.8K
|
26.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
661New |
$35.3K - $39.5K
|
661
$46K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
659+ 6.83% |
$35.2K - $39.4K
|
10.3K
$718K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
632+ 1.73% |
$33.8K - $37.8K
|
37.1K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
616+ 2.15% |
$32.9K - $36.8K
|
29.2K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
605+ 2.9% |
$32.3K - $36.2K
|
21.5K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
604+ 37.63% |
$32.3K - $36.1K
|
2.21K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
598+ 12.73% |
$32K - $35.8K
|
5.29K
$369K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
587+ 3668.75% |
$31.4K - $35.1K
|
603
$42K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582New |
$31.1K - $34.8K
|
582
$40.5K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
571+ 1.03% |
$30.5K - $34.2K
|
56K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
564+ 9.5% |
$30.1K - $33.7K
|
6.5K
$453K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
555+ 702.53% |
$29.7K - $33.2K
|
634
$44.2K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
552+ 8.55% |
$29.5K - $33K
|
7.01K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
550+ 14.5% |
$29.4K - $32.9K
|
4.34K
$302K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
550+ 3.73% |
$29.4K - $32.9K
|
15.3K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
547+ 72.64% |
$29.2K - $32.7K
|
1.3K
$90.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
540+ 5.08% |
$28.9K - $32.3K
|
11.2K
$778K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
534+ 5.85% |
$28.5K - $31.9K
|
9.67K
$674K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
526New |
$28.1K - $31.5K
|
526
$36.6K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
523+ 0.34% |
$27.9K - $31.3K
|
155K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
521+ 7.47% |
$27.8K - $31.2K
|
7.5K
$522K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
520+ 8.67% |
$27.8K - $31.1K
|
6.52K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
511+ 7.59% |
$27.3K - $30.6K
|
7.24K
$504K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
494+ 0.54% |
$26.4K - $29.6K
|
92.3K
$6.43M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
494+ 11.42% |
$26.4K - $29.6K
|
4.82K
$336K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
486+ 0.64% |
$26K - $29.1K
|
75.9K
$5.29M
|