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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$53.4 - $66.2
|
9.88K
$644K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$53.4 - $66.2
|
5.67K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.19% |
$53.4 - $66.2
|
533
$34.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.05% |
$53.4 - $66.2
|
1.95K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$53.4 - $66.2
|
5.57K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.68% |
$53.4 - $66.2
|
148
$9.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1- -0.0% |
$53.4 - $66.2
|
45.2K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2- 1.33% |
$107 - $132
|
148
$9.65K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.16% |
$107 - $132
|
171
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 6.45% |
$107 - $132
|
29
$1.89K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-3- 0.06% |
$160 - $199
|
4.95K
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3- 0.21% |
$160 - $199
|
1.45K
$94.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3- 0.07% |
$160 - $199
|
4.46K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.11% |
$214 - $265
|
3.74K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-4- 0.06% |
$214 - $265
|
6.71K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$320 - $397
|
12.1K
$787K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-7- 0.09% |
$374 - $464
|
7.79K
$508K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-7- 5.0% |
$374 - $464
|
133
$8.67K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-7- 0.13% |
$374 - $464
|
5.4K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7- 0.13% |
$374 - $464
|
5.36K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-8- 0.18% |
$427 - $530
|
4.33K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 1.51% |
$480 - $596
|
587
$38.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-9- 0.36% |
$480 - $596
|
2.5K
$163K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-10- 0.07% |
$534 - $662
|
14.1K
$921K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 0.15% |
$534 - $662
|
6.83K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-10- 0.22% |
$534 - $662
|
4.58K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10- 0.22% |
$534 - $662
|
4.59K
$299K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11- 0.16% |
$587 - $728
|
6.69K
$436K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 2.3% |
$641 - $795
|
510
$33.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 7.56% |
$694 - $861
|
159
$10.4K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-13- 36.11% |
$694 - $861
|
23
$1.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.3% |
$747 - $927
|
4.68K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-14- 0.35% |
$747 - $927
|
4K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14- 0.08% |
$747 - $927
|
18.1K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-14- 0.25% |
$747 - $927
|
5.58K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-15- 0.28% |
$801 - $993
|
5.33K
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 0.21% |
$854 - $1.06K
|
7.44K
$485K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-16- 0.25% |
$854 - $1.06K
|
6.5K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-16- 0.24% |
$854 - $1.06K
|
6.52K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-18- 28.13% |
$961 - $1.19K
|
46
$3K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 0.01% |
$1.07K - $1.32K
|
164K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 16.53% |
$1.07K - $1.32K
|
101
$6.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-20- 0.15% |
$1.07K - $1.32K
|
13.7K
$893K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 1.93% |
$1.17K - $1.46K
|
1.12K
$72.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-24- 4.14% |
$1.28K - $1.59K
|
556
$36.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-24- 0.12% |
$1.28K - $1.59K
|
20K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 0.14% |
$1.33K - $1.66K
|
17.9K
$1.16M
|