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 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-316- 49.14% |
$16.9K - $20.9K
|
327
$24.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-325- 25.73% |
$17.3K - $21.5K
|
938
$71.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-325- 0.47% |
$17.3K - $21.5K
|
68.7K
$5.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-337- 6.12% |
$18K - $22.3K
|
5.17K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-341- 1.75% |
$18.2K - $22.6K
|
19.2K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-341- 4.03% |
$18.2K - $22.6K
|
8.13K
$617K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-344- 3.16% |
$18.4K - $22.8K
|
10.5K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-348- 1.1% |
$18.6K - $23K
|
31.2K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-350- 1.94% |
$18.7K - $23.2K
|
17.7K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-350- 3.66% |
$18.7K - $23.2K
|
9.22K
$700K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-350- 0.85% |
$18.7K - $23.2K
|
40.9K
$3.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-351- 7.31% |
$18.7K - $23.2K
|
4.45K
$338K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-351- 16.12% |
$18.7K - $23.2K
|
1.83K
$139K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-352- 1.06% |
$18.8K - $23.3K
|
32.8K
$2.49M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-356- 2.42% |
$19K - $23.6K
|
14.4K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-365- 3.11% |
$19.5K - $24.2K
|
11.4K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-365- 1.61% |
$19.5K - $24.2K
|
22.3K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-371- 0.34% |
$19.8K - $24.6K
|
110K
$8.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-375- 18.99% |
$20K - $24.8K
|
1.6K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-388- 7.22% |
$20.7K - $25.7K
|
4.99K
$379K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-391- 7.86% |
$20.9K - $25.9K
|
4.58K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-392- 1.34% |
$20.9K - $26K
|
28.8K
$2.19M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 7.58% |
$21.4K - $26.5K
|
4.88K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-407- 4.59% |
$21.7K - $27K
|
8.46K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-429- 8.31% |
$22.9K - $28.4K
|
4.73K
$359K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-436- 8.66% |
$23.3K - $28.9K
|
4.6K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-441- 4.02% |
$23.5K - $29.2K
|
10.5K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-442- 5.71% |
$23.6K - $29.3K
|
7.3K
$554K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-444- 3.55% |
$23.7K - $29.4K
|
12.1K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-449- 0.12% |
$24K - $29.7K
|
362K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-450- 8.87% |
$24K - $29.8K
|
4.63K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-453- 1.76% |
$24.2K - $30K
|
25.3K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-458- 6.45% |
$24.4K - $30.3K
|
6.64K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-470- 4.62% |
$25.1K - $31.1K
|
9.71K
$737K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-484- 12.71% |
$25.8K - $32.1K
|
3.33K
$252K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-488- 9.51% |
$26K - $32.3K
|
4.64K
$352K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-488- 9.51% |
$26K - $32.3K
|
4.64K
$352K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-493- 0.42% |
$26.3K - $32.6K
|
116K
$8.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-500- 26.39% |
$26.7K - $33.1K
|
1.4K
$106K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 25.45% |
$26.7K - $33.1K
|
1.47K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-500- 1.59% |
$26.7K - $33.1K
|
30.9K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-501- 4.79% |
$26.7K - $33.2K
|
9.96K
$755K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-505- 12.42% |
$27K - $33.4K
|
3.56K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-506- 8.76% |
$27K - $33.5K
|
5.27K
$400K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-516- 8.41% |
$27.5K - $34.2K
|
5.62K
$426K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-525- 2.16% |
$28K - $34.8K
|
23.8K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-532- 0.72% |
$28.4K - $35.2K
|
73.8K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-533- 2.25% |
$28.5K - $35.3K
|
23.2K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-537- 9.93% |
$28.7K - $35.6K
|
4.87K
$370K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-541- 7.06% |
$28.9K - $35.8K
|
7.12K
$540K
|