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 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-421- 4.63% |
$17.1K - $20.9K
|
8.68K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-422- 2.45% |
$17.2K - $21K
|
16.8K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-424- 2.33% |
$17.2K - $21.1K
|
17.8K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-431- 0.35% |
$17.5K - $21.4K
|
123K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-433- 0.57% |
$17.6K - $21.5K
|
75.7K
$5.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-436- 5.03% |
$17.7K - $21.7K
|
8.23K
$561K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-439- 0.34% |
$17.8K - $21.8K
|
130K
$8.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-450- 4.59% |
$18.3K - $22.4K
|
9.34K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-455- 4.39% |
$18.5K - $22.6K
|
9.9K
$675K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-462- 0.98% |
$18.8K - $23K
|
46.5K
$3.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-463- 0.29% |
$18.8K - $23K
|
162K
$11M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-466- 3.74% |
$18.9K - $23.2K
|
12K
$818K
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-475- 2.01% |
$19.3K - $23.6K
|
23.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-480- 0.83% |
$19.5K - $23.9K
|
57.5K
$3.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-483- 5.73% |
$19.6K - $24K
|
7.95K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-489- 0.71% |
$19.9K - $24.3K
|
68.3K
$4.66M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-490- 0.77% |
$19.9K - $24.4K
|
63.5K
$4.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-495- 3.15% |
$20.1K - $24.6K
|
15.2K
$1.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-500- 0.69% |
$20.3K - $24.9K
|
72.5K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-516- 1.01% |
$21K - $25.7K
|
50.3K
$3.43M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-518- 10.55% |
$21.1K - $25.7K
|
4.39K
$300K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-526- 2.29% |
$21.4K - $26.1K
|
22.4K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-529- 0.81% |
$21.5K - $26.3K
|
64.9K
$4.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-531- 6.49% |
$21.6K - $26.4K
|
7.65K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-544- 3.22% |
$22.1K - $27K
|
16.3K
$1.12M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-544- 3.22% |
$22.1K - $27K
|
16.3K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-545- 10.67% |
$22.2K - $27.1K
|
4.56K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-545- 33.31% |
$22.2K - $27.1K
|
1.09K
$74.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-553- 3.86% |
$22.5K - $27.5K
|
13.8K
$939K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-570- 7.51% |
$23.2K - $28.3K
|
7.02K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-577- 7.78% |
$23.5K - $28.7K
|
6.84K
$466K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-587- 7.92% |
$23.9K - $29.2K
|
6.83K
$466K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 9.9% |
$24.4K - $29.8K
|
5.46K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-600- 5.25% |
$24.4K - $29.8K
|
10.8K
$738K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-610- 3.95% |
$24.8K - $30.3K
|
14.8K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-612- 4.73% |
$24.9K - $30.4K
|
12.3K
$841K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-620- 4.75% |
$25.2K - $30.8K
|
12.4K
$849K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-624- 10.63% |
$25.4K - $31K
|
5.25K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-630- 10.94% |
$25.6K - $31.3K
|
5.13K
$350K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-635- 3.13% |
$25.8K - $31.6K
|
19.7K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-644- 1.72% |
$26.2K - $32K
|
36.8K
$2.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-657- 31.29% |
$26.7K - $32.7K
|
1.44K
$98.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-662- 10.52% |
$26.9K - $32.9K
|
5.63K
$384K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-669- 0.36% |
$27.2K - $33.3K
|
186K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-671- 9.26% |
$27.3K - $33.4K
|
6.57K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-673- 5.2% |
$27.4K - $33.5K
|
12.3K
$836K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-686- 0.52% |
$27.9K - $34.1K
|
131K
$8.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-695- 6.36% |
$28.3K - $34.5K
|
10.2K
$699K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-700- 11.66% |
$28.5K - $34.8K
|
5.3K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-702- 0.11% |
$28.5K - $34.9K
|
615K
$41.9M
|