Purchases and Sales Made in Q2 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 2023. 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 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.59% |
$40.7 - $49.7
|
170
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.29% |
$40.7 - $49.7
|
347
$24.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$40.7 - $49.7
|
11.2K
$777K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 7.69% |
$40.7 - $49.7
|
12
$836
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 0.69% |
$81.3 - $99.4
|
287
$20K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.31% |
$81.3 - $99.4
|
647
$45.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.31% |
$81.3 - $99.4
|
647
$45.1K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2- 1.55% |
$81.3 - $99.4
|
127
$8.85K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.07% |
$122 - $149
|
4.05K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3- 0.12% |
$122 - $149
|
2.55K
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5- 0.04% |
$203 - $249
|
11.1K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-5- 0.08% |
$203 - $249
|
6.38K
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.24% |
$203 - $249
|
2.11K
$147K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6- 4.23% |
$244 - $298
|
136
$9.47K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7- 2.92% |
$285 - $348
|
233
$16.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.28% |
$325 - $398
|
2.88K
$201K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.26% |
$325 - $398
|
3.08K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 0.79% |
$325 - $398
|
1K
$69.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.14% |
$325 - $398
|
5.78K
$403K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-8- 0.26% |
$325 - $398
|
3.08K
$214K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 7.63% |
$407 - $497
|
121
$8.43K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-10- 0.14% |
$407 - $497
|
7.24K
$504K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-12- 0.58% |
$488 - $597
|
2.06K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
SELL
|
- |
-12- 0.1% |
$488 - $597
|
12.1K
$842K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 1.69% |
$488 - $597
|
700
$48.8K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-13- 0.07% |
$528 - $646
|
18.6K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-13- 0.26% |
$528 - $646
|
5K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-15- 10.56% |
$610 - $746
|
127
$8.85K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-16- 0.42% |
$650 - $795
|
3.77K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-17- 0.12% |
$691 - $845
|
13.7K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-17- 0.31% |
$691 - $845
|
5.45K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 0.73% |
$732 - $895
|
2.43K
$169K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-18- 0.21% |
$732 - $895
|
8.37K
$583K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-19- 0.43% |
$772 - $944
|
4.36K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-19- 0.27% |
$772 - $944
|
7.1K
$494K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 1.17% |
$813 - $994
|
1.69K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-20- 0.32% |
$813 - $994
|
6.26K
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-21- 0.25% |
$854 - $1.04K
|
8.42K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-25- 0.26% |
$1.02K - $1.24K
|
9.51K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-25- 3.45% |
$1.02K - $1.24K
|
700
$48.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 1.99% |
$1.06K - $1.29K
|
1.28K
$89.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-29- 0.38% |
$1.18K - $1.44K
|
7.59K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 0.4% |
$1.22K - $1.49K
|
7.52K
$524K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 5.46% |
$1.22K - $1.49K
|
519
$36.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-31- 4.53% |
$1.26K - $1.54K
|
653
$45.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-32- 0.57% |
$1.3K - $1.59K
|
5.62K
$391K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-32- 0.57% |
$1.3K - $1.59K
|
5.62K
$391K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-33- 5.59% |
$1.34K - $1.64K
|
557
$38.8K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-33- 0.45% |
$1.34K - $1.64K
|
7.25K
$505K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-33- 91.67% |
$1.34K - $1.64K
|
3
$209
|