Purchases and Sales Made in Q2 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 2024. 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 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
207+ 5.53% |
$11K - $13.7K
|
3.95K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
205+ 3.87% |
$10.9K - $13.6K
|
5.5K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200+ 0.08% |
$10.7K - $13.2K
|
238K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
199+ 5.67% |
$10.6K - $13.2K
|
3.71K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
187+ 4.74% |
$9.98K - $12.4K
|
4.14K
$269K
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
175+ 3.45% |
$9.34K - $11.6K
|
5.25K
$342K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
175+ 0.77% |
$9.34K - $11.6K
|
22.9K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
174+ 2.01% |
$9.29K - $11.5K
|
8.85K
$576K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
164+ 7.42% |
$8.75K - $10.9K
|
2.37K
$155K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
162+ 0.5% |
$8.65K - $10.7K
|
32.4K
$2.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
158+ 2.36% |
$8.43K - $10.5K
|
6.85K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
156+ 4.14% |
$8.33K - $10.3K
|
3.92K
$256K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 0.58% |
$8.27K - $10.3K
|
26.7K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
152+ 2.45% |
$8.11K - $10.1K
|
6.35K
$414K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
147+ 4.17% |
$7.85K - $9.73K
|
3.68K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
146+ 6.56% |
$7.79K - $9.67K
|
2.37K
$154K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
146+ 1.02% |
$7.79K - $9.67K
|
14.5K
$944K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
144+ 4.61% |
$7.69K - $9.54K
|
3.27K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
138+ 1.33% |
$7.37K - $9.14K
|
10.5K
$683K
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
135+ 0.79% |
$7.21K - $8.94K
|
17.1K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
135+ 2.56% |
$7.21K - $8.94K
|
5.41K
$352K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
132+ 35.11% |
$7.05K - $8.74K
|
508
$33.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
128+ 0.22% |
$6.83K - $8.48K
|
59.4K
$3.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
128+ 1.59% |
$6.83K - $8.48K
|
8.2K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
128New |
$6.83K - $8.48K
|
128
$8.34K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
125+ 1.76% |
$6.67K - $8.28K
|
7.23K
$471K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
124+ 0.85% |
$6.62K - $8.21K
|
14.7K
$959K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122New |
$6.51K - $8.08K
|
122
$7.95K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.41K - $7.95K
|
120
$7.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
120+ 0.95% |
$6.41K - $7.95K
|
12.7K
$827K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
119+ 0.12% |
$6.35K - $7.88K
|
98.5K
$6.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.93% |
$6.35K - $7.88K
|
12.9K
$843K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
118+ 1.22% |
$6.3K - $7.81K
|
9.83K
$640K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
116+ 0.11% |
$6.19K - $7.68K
|
103K
$6.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
115+ 28.97% |
$6.14K - $7.62K
|
512
$33.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
114+ 1.52% |
$6.09K - $7.55K
|
7.62K
$496K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
113+ 0.28% |
$6.03K - $7.48K
|
40.6K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
112+ 2.88% |
$5.98K - $7.42K
|
4K
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
109+ 0.49% |
$5.82K - $7.22K
|
22.5K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
108+ 0.02% |
$5.77K - $7.15K
|
481K
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
108+ 54.0% |
$5.77K - $7.15K
|
308
$20.1K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
106+ 1.83% |
$5.66K - $7.02K
|
5.89K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
106+ 2.86% |
$5.66K - $7.02K
|
3.81K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
105+ 0.81% |
$5.6K - $6.95K
|
13.1K
$852K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
104+ 1.77% |
$5.55K - $6.89K
|
5.97K
$389K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
102+ 2.36% |
$5.44K - $6.75K
|
4.42K
$288K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 7.58% |
$5.34K - $6.62K
|
1.42K
$92.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 24.1% |
$5.34K - $6.62K
|
515
$33.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 2.87% |
$5.34K - $6.62K
|
3.59K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
98+ 1.16% |
$5.23K - $6.49K
|
8.58K
$559K
|