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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-35- 0.34% |
$1.42K - $1.74K
|
10.3K
$717K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-35- 0.42% |
$1.42K - $1.74K
|
8.34K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-35- 0.5% |
$1.42K - $1.74K
|
7K
$485K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-35- 0.23% |
$1.42K - $1.74K
|
15.2K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 1.25% |
$1.46K - $1.79K
|
2.85K
$197K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 7.72% |
$1.5K - $1.84K
|
442
$30.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 0.46% |
$1.5K - $1.84K
|
8.01K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-38- 0.6% |
$1.54K - $1.89K
|
6.33K
$439K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-39- 0.35% |
$1.59K - $1.94K
|
11.1K
$768K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-40- 0.41% |
$1.63K - $1.99K
|
9.83K
$681K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-42- 0.95% |
$1.71K - $2.09K
|
4.38K
$303K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-43- 17.7% |
$1.75K - $2.14K
|
200
$13.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-45- 2.51% |
$1.83K - $2.24K
|
1.75K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-45- 2.4% |
$1.83K - $2.24K
|
1.83K
$127K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-45- 0.28% |
$1.83K - $2.24K
|
15.8K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-46- 3.46% |
$1.87K - $2.29K
|
1.28K
$88.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46- 0.16% |
$1.87K - $2.29K
|
29.1K
$2.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-46- 0.59% |
$1.87K - $2.29K
|
7.75K
$537K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-46- 0.61% |
$1.87K - $2.29K
|
7.53K
$522K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-48- 0.25% |
$1.95K - $2.39K
|
18.9K
$1.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-50- 0.3% |
$2.03K - $2.49K
|
16.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.68% |
$2.03K - $2.49K
|
7.32K
$507K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-51- 0.38% |
$2.07K - $2.54K
|
13.5K
$934K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-52- 0.63% |
$2.11K - $2.58K
|
8.2K
$568K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 14.77% |
$2.11K - $2.58K
|
300
$20.8K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-54- 0.84% |
$2.2K - $2.68K
|
6.39K
$443K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-57- 0.29% |
$2.32K - $2.83K
|
19.8K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-58- 2.28% |
$2.36K - $2.88K
|
2.49K
$172K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-58- 67.44% |
$2.36K - $2.88K
|
28
$1.94K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58- 0.8% |
$2.36K - $2.88K
|
7.22K
$500K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-60- 0.3% |
$2.44K - $2.98K
|
19.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-61- 20.47% |
$2.48K - $3.03K
|
237
$16.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63- 0.49% |
$2.56K - $3.13K
|
12.9K
$892K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-66- 1.5% |
$2.68K - $3.28K
|
4.33K
$300K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 5.27% |
$2.72K - $3.33K
|
1.2K
$83.4K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67- 5.27% |
$2.72K - $3.33K
|
1.2K
$83.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-70- 1.01% |
$2.85K - $3.48K
|
6.89K
$477K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-71- 7.89% |
$2.89K - $3.53K
|
829
$57.4K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-73- 1.33% |
$2.97K - $3.63K
|
5.4K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-75- 0.1% |
$3.05K - $3.73K
|
75.5K
$5.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-78- 2.06% |
$3.17K - $3.88K
|
3.71K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-79- 1.48% |
$3.21K - $3.93K
|
5.26K
$365K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-80- 6.07% |
$3.25K - $3.98K
|
1.24K
$85.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-80- 1.38% |
$3.25K - $3.98K
|
5.73K
$397K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-81- 1.84% |
$3.29K - $4.03K
|
4.32K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-81- 1.26% |
$3.29K - $4.03K
|
6.34K
$439K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-83- 10.65% |
$3.37K - $4.13K
|
696
$48.2K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-84- 0.99% |
$3.41K - $4.18K
|
8.36K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-85- 1.5% |
$3.46K - $4.23K
|
5.59K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-87- 0.4% |
$3.54K - $4.32K
|
21.7K
$1.5M
|