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 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.89K+ 6.05% |
$199K - $243K
|
85.6K
$5.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.84K+ 1.69% |
$197K - $240K
|
291K
$19.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4.78K+ 16.64% |
$194K - $237K
|
33.5K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.73KNew |
$192K - $235K
|
4.73K
$313K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.58KNew |
$186K - $228K
|
4.58K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.5KNew |
$183K - $224K
|
4.5K
$298K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.5K+ 13.91% |
$183K - $223K
|
36.8K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.48KNew |
$182K - $223K
|
4.48K
$296K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.45K+ 2.91% |
$181K - $221K
|
157K
$10.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$181K - $221K
|
4.44K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.43KNew |
$180K - $220K
|
4.43K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.42K+ 593.83% |
$180K - $220K
|
5.17K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.41KNew |
$179K - $219K
|
4.41K
$292K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
4.35K+ 2.9% |
$177K - $216K
|
154K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$176K - $215K
|
4.32K
$286K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.29KNew |
$174K - $213K
|
4.29K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.25KNew |
$173K - $211K
|
4.25K
$281K
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
4.25KNew |
$173K - $211K
|
4.25K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.25KNew |
$173K - $211K
|
4.25K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.23KNew |
$172K - $210K
|
4.23K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.23KNew |
$172K - $210K
|
4.23K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.23K+ 15.7% |
$172K - $210K
|
31.1K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.22KNew |
$172K - $210K
|
4.22K
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.2K+ 16.16% |
$171K - $209K
|
30.2K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.2KNew |
$171K - $209K
|
4.2K
$278K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.18K+ 2.96% |
$170K - $208K
|
146K
$9.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.14KNew |
$168K - $206K
|
4.14K
$274K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.12KNew |
$167K - $205K
|
4.12K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.03KNew |
$164K - $200K
|
4.03K
$267K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4KNew |
$163K - $199K
|
4K
$265K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
4KNew |
$163K - $199K
|
4K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.9KNew |
$159K - $194K
|
3.9K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.81KNew |
$155K - $189K
|
3.81K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.55K+ 2.53% |
$144K - $177K
|
144K
$9.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.54K+ 3.87% |
$144K - $176K
|
95K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
3.48K+ 12.28% |
$142K - $173K
|
31.8K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.46K+ 2.81% |
$140K - $172K
|
126K
$8.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.45K+ 25.32% |
$140K - $171K
|
17.1K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.36K+ 84.41% |
$137K - $167K
|
7.35K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.35K+ 4.94% |
$136K - $166K
|
71.2K
$4.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.14K+ 20.57% |
$127K - $156K
|
18.4K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.12K+ 12.42% |
$127K - $155K
|
28.3K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.12KNew |
$127K - $155K
|
3.12K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.02K+ 9.05% |
$123K - $150K
|
36.3K
$2.4M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3K+ 8.29% |
$122K - $149K
|
39.2K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3K+ 0.44% |
$122K - $149K
|
684K
$45.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.99K+ 5982.0% |
$122K - $149K
|
3.04K
$201K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.9K+ 12.56% |
$118K - $144K
|
26K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
2.88K+ 132.03% |
$117K - $143K
|
5.06K
$335K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.83K+ 12.58% |
$115K - $141K
|
25.3K
$1.68M
|