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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
9.11K+ 70.82% |
$370K - $453K
|
22K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
8.92KNew |
$363K - $443K
|
8.92K
$677K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.68KNew |
$353K - $432K
|
8.68K
$659K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 31.52% |
$351K - $429K
|
36K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.54K+ 14.19% |
$347K - $425K
|
68.7K
$5.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
8.48KNew |
$345K - $421K
|
8.48K
$643K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
8.47KNew |
$344K - $421K
|
8.47K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.25KNew |
$336K - $410K
|
8.25K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.08KNew |
$328K - $402K
|
8.08K
$613K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
8.08KNew |
$328K - $401K
|
8.08K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$325K - $398K
|
8K
$607K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7.52K+ 1147.33% |
$305K - $374K
|
8.17K
$620K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.43K+ 74.24% |
$302K - $369K
|
17.4K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.41K+ 81.56% |
$301K - $368K
|
16.5K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.25K+ 99.88% |
$295K - $360K
|
14.5K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.23K+ 25.52% |
$294K - $359K
|
35.6K
$2.7M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.23K+ 25.52% |
$294K - $359K
|
35.6K
$2.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
7.08K+ 43.71% |
$288K - $352K
|
23.3K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.06KNew |
$287K - $351K
|
7.06K
$536K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.73KNew |
$274K - $335K
|
6.73K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.67K+ 4.19% |
$271K - $332K
|
166K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.58K+ 5.87% |
$268K - $327K
|
119K
$9.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
6.52KNew |
$265K - $324K
|
6.52K
$495K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
6.45K+ 20.65% |
$262K - $321K
|
37.7K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
6.33KNew |
$257K - $315K
|
6.33K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.32KNew |
$257K - $314K
|
6.32K
$479K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.2K+ 47.14% |
$252K - $308K
|
19.4K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.15K+ 9.17% |
$250K - $306K
|
73.2K
$5.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.14K+ 1.43% |
$250K - $305K
|
436K
$33.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.1K+ 9.75% |
$248K - $303K
|
68.6K
$5.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
6KNew |
$244K - $298K
|
6K
$455K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.93K+ 17.73% |
$241K - $295K
|
39.4K
$2.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.91KNew |
$240K - $294K
|
5.91K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.86K+ 10.76% |
$238K - $291K
|
60.3K
$4.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.73K+ 18.54% |
$233K - $285K
|
36.7K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.64K+ 359.38% |
$229K - $280K
|
7.2K
$547K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.59K+ 42.83% |
$227K - $278K
|
18.7K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.53K+ 55.51% |
$225K - $275K
|
15.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.46K+ 20.56% |
$222K - $271K
|
32K
$2.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.4KNew |
$219K - $268K
|
5.4K
$410K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
5.27KNew |
$214K - $262K
|
5.27K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.22K+ 6.28% |
$212K - $259K
|
88.3K
$6.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.18KNew |
$210K - $257K
|
5.18K
$393K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.05KNew |
$205K - $251K
|
5.05K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
5.05KNew |
$205K - $251K
|
5.05K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
5.03KNew |
$204K - $250K
|
5.03K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.03KNew |
$204K - $250K
|
5.03K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5K+ 100.0% |
$203K - $249K
|
10K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$203K - $249K
|
5K
$379K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.92KNew |
$200K - $245K
|
4.92K
$374K
|