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 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.74% |
$10.2K - $12.4K
|
8.86K
$604K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-250- 1.48% |
$10.2K - $12.4K
|
16.6K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-254- 10.5% |
$10.3K - $12.6K
|
2.17K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-255- 1.28% |
$10.4K - $12.7K
|
19.7K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-258- 0.4% |
$10.5K - $12.8K
|
63.8K
$4.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-261- 11.29% |
$10.6K - $13K
|
2.05K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-264- 2.39% |
$10.7K - $13.1K
|
10.8K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-270- 0.72% |
$11K - $13.4K
|
37.1K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$153K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-273- 1.35% |
$11.1K - $13.6K
|
19.9K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-275- 4.82% |
$11.2K - $13.7K
|
5.43K
$370K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-277- 1.4% |
$11.3K - $13.8K
|
19.6K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-281- 4.61% |
$11.4K - $14K
|
5.81K
$396K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 3.86% |
$11.5K - $14K
|
7.03K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-287- 0.79% |
$11.7K - $14.3K
|
36.1K
$2.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-289- 5.33% |
$11.7K - $14.4K
|
5.14K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-292- 2.17% |
$11.9K - $14.5K
|
13.2K
$900K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-298- 3.05% |
$12.1K - $14.8K
|
9.49K
$647K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-300- 3.63% |
$12.2K - $14.9K
|
7.97K
$544K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-300- 3.75% |
$12.2K - $14.9K
|
7.7K
$525K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-303- 12.52% |
$12.3K - $15.1K
|
2.12K
$144K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-316- 6.11% |
$12.8K - $15.7K
|
4.85K
$331K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-319- 3.39% |
$13K - $15.9K
|
9.09K
$620K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-323- 6.32% |
$13.1K - $16.1K
|
4.79K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-323- 20.4% |
$13.1K - $16.1K
|
1.26K
$85.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-325- 3.58% |
$13.2K - $16.2K
|
8.76K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-328- 0.13% |
$13.3K - $16.3K
|
244K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-335- 2.21% |
$13.6K - $16.7K
|
14.8K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-340- 1.48% |
$13.8K - $16.9K
|
22.7K
$1.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-340- 0.48% |
$13.8K - $16.9K
|
70.3K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-340- 2.75% |
$13.8K - $16.9K
|
12K
$819K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-343- 4.02% |
$13.9K - $17.1K
|
8.19K
$558K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-344- 7.74% |
$14K - $17.1K
|
4.1K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-351- 7.17% |
$14.3K - $17.4K
|
4.55K
$310K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-352- 3.1% |
$14.3K - $17.5K
|
11K
$751K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-355- 0.63% |
$14.4K - $17.6K
|
56.2K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-355- 2.86% |
$14.4K - $17.6K
|
12.1K
$824K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-355- 3.31% |
$14.4K - $17.6K
|
10.4K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-364- 1.67% |
$14.8K - $18.1K
|
21.5K
$1.47M
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-375- 0.5% |
$15.2K - $18.6K
|
74.7K
$5.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-386- 4.75% |
$15.7K - $19.2K
|
7.75K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-392- 0.58% |
$15.9K - $19.5K
|
67.7K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-399- 3.56% |
$16.2K - $19.8K
|
10.8K
$736K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-400- 1.78% |
$16.3K - $19.9K
|
22K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-403- 0.18% |
$16.4K - $20K
|
226K
$15.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-410- 6.07% |
$16.7K - $20.4K
|
6.34K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-410- 3.18% |
$16.7K - $20.4K
|
12.5K
$853K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-418- 2.02% |
$17K - $20.8K
|
20.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-418- 2.29% |
$17K - $20.8K
|
17.9K
$1.22M
|