Purchases and Sales Made in Q2 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
150+ 2.06% |
$5.16K - $6.91K
|
7.43K
$564K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
150+ 17.65% |
$5.16K - $6.91K
|
1K
$75.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
146+ 0.27% |
$5.02K - $6.72K
|
54.6K
$4.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
129+ 1.63% |
$4.44K - $5.94K
|
8.06K
$612K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
105+ 0.68% |
$3.61K - $4.83K
|
15.5K
$1.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 1.43% |
$3.61K - $4.83K
|
7.46K
$566K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
100+ 0.83% |
$3.44K - $4.6K
|
12.2K
$925K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.44K - $4.6K
|
100
$7.59K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
100+ 20.41% |
$3.44K - $4.6K
|
590
$44.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
98+ 1.07% |
$3.37K - $4.51K
|
9.28K
$704K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
95+ 0.27% |
$3.27K - $4.37K
|
34.9K
$2.65M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
91+ 189.58% |
$3.13K - $4.19K
|
139
$10.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
78+ 17.11% |
$2.68K - $3.59K
|
534
$40.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
78+ 88.64% |
$2.68K - $3.59K
|
166
$12.6K
|
|
|
Nov 13, 2023
Q2 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 0.58% |
$2.58K - $3.45K
|
12.9K
$980K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
73+ 0.25% |
$2.51K - $3.36K
|
29.6K
$2.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascension Asset Management LLC
|
BUY
|
- |
67+ 0.48% |
$2.31K - $3.08K
|
14K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
59+ 0.24% |
$2.03K - $2.72K
|
24.5K
$1.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57+ 3.25% |
$1.96K - $2.62K
|
1.81K
$138K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
56+ 2.65% |
$1.93K - $2.58K
|
2.17K
$165K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
51+ 0.31% |
$1.75K - $2.35K
|
16.6K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50+ 0.69% |
$1.72K - $2.3K
|
7.25K
$550K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
48+ 0.51% |
$1.65K - $2.21K
|
9.44K
$716K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
47New |
$1.62K - $2.16K
|
47
$3.57K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
43+ 8.81% |
$1.48K - $1.98K
|
531
$40.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
42New |
$1.45K - $1.93K
|
42
$3.19K
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.07% |
$1.38K - $1.84K
|
58.4K
$4.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
39+ 0.34% |
$1.34K - $1.8K
|
11.7K
$885K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
37+ 0.35% |
$1.27K - $1.7K
|
10.7K
$808K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
35+ 0.13% |
$1.2K - $1.61K
|
27.8K
$2.11M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
32New |
$1.1K - $1.47K
|
32
$2.43K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
30+ 0.26% |
$1.03K - $1.38K
|
11.6K
$877K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30+ 5.86% |
$1.03K - $1.38K
|
542
$41.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
26+ 0.19% |
$895 - $1.2K
|
13.8K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
25+ 0.36% |
$860 - $1.15K
|
6.9K
$523K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
25+ 833.33% |
$860 - $1.15K
|
28
$2.12K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
18+ 3.0% |
$619 - $829
|
619
$47K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.58% |
$413 - $552
|
2.07K
$157K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.16% |
$413 - $552
|
7.75K
$588K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 58.82% |
$344 - $460
|
27
$2.05K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 18.18% |
$344 - $460
|
65
$4.93K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9+ 0.18% |
$310 - $414
|
5.01K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 2.45% |
$310 - $414
|
377
$28.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
8+ 0.11% |
$275 - $368
|
7.37K
$560K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7+ 0.12% |
$241 - $322
|
5.77K
$438K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 0.1% |
$241 - $322
|
7.23K
$549K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.21% |
$206 - $276
|
2.83K
$215K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.25% |
$206 - $276
|
2.42K
$183K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.03% |
$206 - $276
|
19.1K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 9.23% |
$206 - $276
|
71
$5.39K
|