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 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
569+ 0.53% |
$23.1K - $28.3K
|
107K
$7.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
556+ 0.57% |
$22.6K - $27.6K
|
98.8K
$6.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
553+ 1.96% |
$22.5K - $27.5K
|
28.8K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
553+ 2.17% |
$22.5K - $27.5K
|
26K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
552+ 79.54% |
$22.4K - $27.4K
|
1.25K
$86.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
550+ 11.75% |
$22.4K - $27.3K
|
5.23K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
545New |
$22.2K - $27.1K
|
545
$37.7K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
540+ 5.04% |
$22K - $26.8K
|
11.2K
$779K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
530+ 4.11% |
$21.5K - $26.3K
|
13.4K
$930K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525+ 1.15% |
$21.3K - $26.1K
|
46K
$3.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
501+ 109.63% |
$20.4K - $24.9K
|
958
$66.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
501+ 4.27% |
$20.4K - $24.9K
|
12.2K
$847K
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
500New |
$20.3K - $24.9K
|
500
$34.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
500+ 11.22% |
$20.3K - $24.9K
|
4.96K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
499+ 1.37% |
$20.3K - $24.8K
|
36.9K
$2.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
498+ 19.23% |
$20.2K - $24.8K
|
3.09K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
490+ 0.47% |
$19.9K - $24.4K
|
104K
$7.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
468+ 1.59% |
$19K - $23.3K
|
29.9K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
455+ 1.27% |
$18.5K - $22.6K
|
36.2K
$2.51M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
454+ 8.01% |
$18.5K - $22.6K
|
6.12K
$424K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
446+ 4.33% |
$18.1K - $22.2K
|
10.7K
$744K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
441+ 0.49% |
$17.9K - $21.9K
|
91.3K
$6.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
420+ 6.55% |
$17.1K - $20.9K
|
6.84K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
410+ 0.19% |
$16.7K - $20.4K
|
218K
$15.1M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
410+ 8.8% |
$16.7K - $20.4K
|
5.07K
$351K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
400+ 5.44% |
$16.3K - $19.9K
|
7.75K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 0.17% |
$16.3K - $19.9K
|
230K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
398+ 0.41% |
$16.2K - $19.8K
|
96.8K
$6.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
397+ 7.59% |
$16.1K - $19.7K
|
5.63K
$390K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
380New |
$15.4K - $18.9K
|
380
$26.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
371+ 7.61% |
$15.1K - $18.4K
|
5.25K
$363K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
369+ 1.91% |
$15K - $18.3K
|
19.7K
$1.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
360+ 1.6% |
$14.6K - $17.9K
|
22.8K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
357+ 0.88% |
$14.5K - $17.7K
|
41K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
342+ 2.19% |
$13.9K - $17K
|
16K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
342New |
$13.9K - $17K
|
342
$23.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 7.09% |
$13.7K - $16.7K
|
5.07K
$351K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
335+ 4.11% |
$13.6K - $16.7K
|
8.48K
$587K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
332+ 4.96% |
$13.5K - $16.5K
|
7.02K
$486K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
328+ 6.06% |
$13.3K - $16.3K
|
5.74K
$398K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
326+ 6.61% |
$13.3K - $16.2K
|
5.26K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
321+ 2.16% |
$13K - $16K
|
15.2K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
310New |
$12.6K - $15.4K
|
310
$21.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
308+ 2.0% |
$12.5K - $15.3K
|
15.7K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 6.21% |
$12.2K - $14.9K
|
5.13K
$355K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
299+ 2.88% |
$12.2K - $14.9K
|
10.7K
$740K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
290+ 14.24% |
$11.8K - $14.4K
|
2.33K
$161K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
287+ 0.97% |
$11.7K - $14.3K
|
30K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
284+ 14.31% |
$11.5K - $14.1K
|
2.27K
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
270+ 1.67% |
$11K - $13.4K
|
16.4K
$1.14M
|