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 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-89- 0.67% |
$3.62K - $4.42K
|
13.2K
$898K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-90- 0.05% |
$3.66K - $4.47K
|
188K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Oakmont Corp
|
SELL
|
- |
-93- 6.04% |
$3.78K - $4.62K
|
1.45K
$98.6K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93- 1.65% |
$3.78K - $4.62K
|
5.55K
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-95- 1.27% |
$3.86K - $4.72K
|
7.39K
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-96- 2.17% |
$3.9K - $4.77K
|
4.34K
$296K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-98- 0.79% |
$3.98K - $4.87K
|
12.3K
$840K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-100- 0.55% |
$4.07K - $4.97K
|
17.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-104- 0.18% |
$4.23K - $5.17K
|
59.1K
$4.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-105- 0.71% |
$4.27K - $5.22K
|
14.7K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-105- 1.76% |
$4.27K - $5.22K
|
5.85K
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-115- 1.42% |
$4.67K - $5.72K
|
7.98K
$545K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 1.94% |
$4.67K - $5.72K
|
5.8K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-125- 0.96% |
$5.08K - $6.21K
|
12.9K
$878K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-128- 20.32% |
$5.2K - $6.36K
|
502
$34.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-132- 23.04% |
$5.37K - $6.56K
|
441
$30.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-135- 0.43% |
$5.49K - $6.71K
|
31.6K
$2.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-140- 1.11% |
$5.69K - $6.96K
|
12.5K
$852K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-145- 0.55% |
$5.89K - $7.21K
|
26.4K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-150- 1.19% |
$6.1K - $7.46K
|
12.5K
$852K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-150- 2.59% |
$6.1K - $7.46K
|
5.65K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 1.33% |
$6.1K - $7.46K
|
11.1K
$758K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 2.53% |
$6.1K - $7.46K
|
5.79K
$395K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-155- 8.81% |
$6.3K - $7.71K
|
1.61K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-160- 3.38% |
$6.5K - $7.95K
|
4.58K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-164- 0.36% |
$6.67K - $8.15K
|
45K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-165- 60.44% |
$6.71K - $8.2K
|
108
$7.37K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-166- 1.98% |
$6.75K - $8.25K
|
8.22K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-172- 2.51% |
$6.99K - $8.55K
|
6.68K
$456K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-174- 15.63% |
$7.07K - $8.65K
|
939
$64K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-192- 0.42% |
$7.8K - $9.54K
|
45.2K
$3.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-193- 3.7% |
$7.85K - $9.59K
|
5.03K
$343K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-197- 3.26% |
$8.01K - $9.79K
|
5.85K
$399K
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-200- 1.98% |
$8.13K - $9.94K
|
9.93K
$677K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 4.43% |
$8.13K - $9.94K
|
4.32K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 1.43% |
$8.13K - $9.94K
|
13.8K
$944K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-201- 1.69% |
$8.17K - $9.99K
|
11.7K
$797K
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-203- 0.62% |
$8.25K - $10.1K
|
32.4K
$2.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-206- 1.87% |
$8.37K - $10.2K
|
10.8K
$739K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-207- 2.45% |
$8.41K - $10.3K
|
8.24K
$562K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-217- 1.26% |
$8.82K - $10.8K
|
17K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-218- 0.68% |
$8.86K - $10.8K
|
31.7K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 0.89% |
$9.15K - $11.2K
|
25K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-231- 2.67% |
$9.39K - $11.5K
|
8.42K
$574K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-232- 4.3% |
$9.43K - $11.5K
|
5.16K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-237- 2.37% |
$9.63K - $11.8K
|
9.76K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-243- 3.62% |
$9.88K - $12.1K
|
6.46K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-247- 2.62% |
$10K - $12.3K
|
9.2K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-249- 1.15% |
$10.1K - $12.4K
|
21.4K
$1.46M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 1.06% |
$10.2K - $12.4K
|
23.3K
$1.59M
|