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 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
2.79K+ 52.55% |
$113K - $138K
|
8.09K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.76K+ 4.79% |
$112K - $137K
|
60.4K
$4.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
2.71K+ 23.59% |
$110K - $135K
|
14.2K
$990K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.7K+ 15.92% |
$110K - $134K
|
19.7K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.66K+ 36.26% |
$108K - $132K
|
9.98K
$695K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.61K+ 4.47% |
$106K - $130K
|
61.1K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.57K+ 11.19% |
$104K - $128K
|
25.5K
$1.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.55K+ 11581.82% |
$104K - $127K
|
2.57K
$179K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
2.4KNew |
$97.6K - $119K
|
2.4K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 3.62% |
$95.2K - $116K
|
67K
$4.67M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 7.18% |
$92.7K - $113K
|
34K
$2.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.28K+ 3.05% |
$92.6K - $113K
|
77.1K
$5.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.23K+ 1.58% |
$90.6K - $111K
|
143K
$9.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 79.64% |
$87.1K - $107K
|
4.83K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
2.1K+ 1.34% |
$85.4K - $104K
|
158K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.03KNew |
$82.7K - $101K
|
2.03K
$142K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.98K+ 724.09% |
$80.6K - $98.6K
|
2.26K
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.85K+ 3.25% |
$75K - $91.7K
|
58.6K
$4.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 35.77% |
$74.1K - $90.6K
|
6.92K
$482K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.8K+ 4.65% |
$73.2K - $89.5K
|
40.5K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.79K+ 5.37% |
$72.6K - $88.7K
|
35K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.65K+ 0.62% |
$67.1K - $82K
|
267K
$18.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$65K - $79.5K
|
1.6K
$111K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.59K+ 2.49% |
$64.5K - $78.9K
|
65.2K
$4.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.58KNew |
$64.1K - $78.3K
|
1.58K
$110K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.55K+ 2.02% |
$62.8K - $76.8K
|
77.9K
$5.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.53K+ 2.28% |
$62.1K - $75.9K
|
68.4K
$4.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.5KNew |
$61K - $74.6K
|
1.5K
$104K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.5K+ 145.91% |
$61K - $74.6K
|
2.53K
$176K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.49K+ 1.5% |
$60.4K - $73.8K
|
101K
$7.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.48K+ 5.41% |
$60.1K - $73.5K
|
28.8K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.47K+ 13.53% |
$59.8K - $73.2K
|
12.4K
$861K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.46K+ 6.03% |
$59.3K - $72.5K
|
25.7K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.4KNew |
$57K - $69.6K
|
1.4K
$97.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.39KNew |
$56.5K - $69.1K
|
1.39K
$96.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.38K+ 10.24% |
$56.1K - $68.6K
|
14.9K
$1.03M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.38K+ 18.48% |
$56K - $68.5K
|
8.83K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.37K+ 8.32% |
$55.6K - $68K
|
17.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.37K+ 1.52% |
$55.6K - $68K
|
91.6K
$6.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.35K+ 4.61% |
$55K - $67.2K
|
30.7K
$2.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.3K+ 8.71% |
$52.8K - $64.6K
|
16.2K
$1.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 24.91% |
$52.3K - $63.9K
|
6.45K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.27K+ 27.36% |
$51.5K - $62.9K
|
5.89K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.25KNew |
$50.8K - $62.1K
|
1.25K
$87.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.21KNew |
$49.2K - $60.2K
|
1.21K
$84.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 4.84% |
$49.1K - $60K
|
26.1K
$1.82M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.18KNew |
$48.1K - $58.9K
|
1.18K
$82.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.17K+ 1.77% |
$47.4K - $58K
|
67.1K
$4.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.15K+ 155.39% |
$46.9K - $57.3K
|
1.9K
$132K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.15K+ 155.39% |
$46.9K - $57.3K
|
1.9K
$132K
|