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 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-706- 2.11% |
$28.7K - $35.1K
|
32.7K
$2.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-713- 1.35% |
$29K - $35.4K
|
52.1K
$3.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-733- 6.36% |
$29.8K - $36.4K
|
10.8K
$761K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-740- 3.73% |
$30.1K - $36.8K
|
19.1K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-749- 5.18% |
$30.4K - $37.2K
|
13.7K
$968K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-758- 11.71% |
$30.8K - $37.7K
|
5.71K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-765- 0.78% |
$31.1K - $38K
|
97.5K
$6.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-787- 1.03% |
$32K - $39.1K
|
75.6K
$5.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-799- 1.16% |
$32.5K - $39.7K
|
68.1K
$4.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-800- 8.05% |
$32.5K - $39.8K
|
9.14K
$645K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-800- 5.52% |
$32.5K - $39.8K
|
13.7K
$967K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-805- 2.98% |
$32.7K - $40K
|
26.2K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-807- 5.28% |
$32.8K - $40.1K
|
14.5K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-818- 0.62% |
$33.3K - $40.7K
|
131K
$9.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-826- 8.28% |
$33.6K - $41.1K
|
9.15K
$645K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-827- 3.48% |
$33.6K - $41.1K
|
23K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-829- 0.32% |
$33.7K - $41.2K
|
262K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-836- 10.21% |
$34K - $41.6K
|
7.36K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-840- 2.47% |
$34.1K - $41.8K
|
33.2K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-845- 0.35% |
$34.3K - $42K
|
239K
$16.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-857- 69.85% |
$34.8K - $42.6K
|
370
$26.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-865- 10.92% |
$35.2K - $43K
|
7.06K
$498K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-910- 9.18% |
$37K - $45.2K
|
9.01K
$635K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-930- 2.49% |
$37.8K - $46.2K
|
36.4K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-978- 12.8% |
$39.8K - $48.6K
|
6.66K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-978- 0.68% |
$39.8K - $48.6K
|
143K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-979- 2.96% |
$39.8K - $48.7K
|
32.1K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-985- 13.29% |
$40K - $49K
|
6.42K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-997- 12.34% |
$40.5K - $49.6K
|
7.08K
$500K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-1K- 48.61% |
$40.7K - $49.7K
|
1.06K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1K- 8.36% |
$40.7K - $49.7K
|
11K
$774K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.01K- 11.14% |
$41.1K - $50.3K
|
8.07K
$569K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.01K- 11.14% |
$41.1K - $50.3K
|
8.07K
$569K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 11.26% |
$41.3K - $50.5K
|
8K
$564K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.03K- 12.74% |
$41.7K - $51.1K
|
7.04K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.03K- 18.66% |
$41.9K - $51.2K
|
4.49K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 8.82% |
$42.2K - $51.6K
|
10.7K
$758K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.08K- 2.55% |
$43.8K - $53.5K
|
41.1K
$2.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.08K- 0.83% |
$43.8K - $53.6K
|
129K
$9.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.13K- 10.92% |
$45.7K - $55.9K
|
9.18K
$648K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-1.13K- 15.0% |
$46.1K - $56.3K
|
6.42K
$453K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.15K- 13.91% |
$46.7K - $57.2K
|
7.12K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.18K- 16.01% |
$48K - $58.7K
|
6.19K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.22K- 2.1% |
$49.5K - $60.5K
|
56.8K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.23K- 1.0% |
$49.8K - $60.9K
|
122K
$8.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.26K- 7.77% |
$51K - $62.4K
|
14.9K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.27K- 15.99% |
$51.5K - $62.9K
|
6.65K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.27K- 0.87% |
$51.5K - $63K
|
144K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.29K- 39.12% |
$52.2K - $63.9K
|
2K
$141K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-1.3K- 61.9% |
$52.8K - $64.6K
|
800
$56.4K
|