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 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-583- 3.99% |
$31.1K - $38.6K
|
14K
$914K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-583- 0.7% |
$31.1K - $38.6K
|
82.3K
$5.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-585- 8.04% |
$31.2K - $38.7K
|
6.69K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-593- 0.9% |
$31.7K - $39.3K
|
65K
$4.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-600- 11.03% |
$32K - $39.7K
|
4.84K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 46.15% |
$32K - $39.7K
|
700
$45.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-600- 6.34% |
$32K - $39.7K
|
8.87K
$578K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 46.15% |
$32K - $39.7K
|
700
$45.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-609- 14.11% |
$32.5K - $40.3K
|
3.71K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-617- 0.96% |
$32.9K - $40.9K
|
63.3K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-628- 6.66% |
$33.5K - $41.6K
|
8.8K
$573K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-630- 3.11% |
$33.6K - $41.7K
|
19.6K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-636- 2.4% |
$33.9K - $42.1K
|
25.8K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-642- 9.63% |
$34.3K - $42.5K
|
6.03K
$393K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-650- 83.87% |
$34.7K - $43K
|
125
$8.15K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-650- 6.17% |
$34.7K - $43K
|
9.89K
$644K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-656- 8.0% |
$35K - $43.4K
|
7.54K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-658- 8.75% |
$35.1K - $43.6K
|
6.86K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-664- 89.37% |
$35.4K - $44K
|
79
$5.15K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-667- 28.08% |
$35.6K - $44.2K
|
1.71K
$111K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-670- 0.66% |
$35.8K - $44.4K
|
101K
$6.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Meyer Handelman CO
|
SELL
|
- |
-675- 0.53% |
$36K - $44.7K
|
126K
$8.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-678- 16.28% |
$36.2K - $44.9K
|
3.49K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-703- 3.19% |
$37.5K - $46.6K
|
21.3K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-706- 6.86% |
$37.7K - $46.8K
|
9.59K
$625K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-714- 3.38% |
$38.1K - $47.3K
|
20.4K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-718- 7.88% |
$38.3K - $47.5K
|
8.4K
$547K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-721- 2.08% |
$38.5K - $47.7K
|
33.9K
$2.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-743- 15.29% |
$39.7K - $49.2K
|
4.12K
$268K
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-749- 17.0% |
$40K - $49.6K
|
3.66K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-756- 4.75% |
$40.4K - $50.1K
|
15.2K
$989K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-757- 1.79% |
$40.4K - $50.1K
|
41.5K
$2.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-759- 4.91% |
$40.5K - $50.3K
|
14.7K
$958K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-765- 0.99% |
$40.8K - $50.7K
|
76.5K
$4.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-784- 6.21% |
$41.8K - $51.9K
|
11.8K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-792- 8.16% |
$42.3K - $52.4K
|
8.92K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-810- 0.43% |
$43.2K - $53.6K
|
189K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-816- 3.69% |
$43.6K - $54K
|
21.3K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-819- 84.87% |
$43.7K - $54.2K
|
146
$9.51K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-827- 2.85% |
$44.1K - $54.8K
|
28.1K
$1.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-833- 1.08% |
$44.5K - $55.2K
|
76K
$4.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-836- 2.49% |
$44.6K - $55.4K
|
32.7K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-869- 2.25% |
$46.4K - $57.5K
|
37.7K
$2.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-885- 15.58% |
$47.2K - $58.6K
|
4.8K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-894- 0.92% |
$47.7K - $59.2K
|
96.1K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-935- 1.57% |
$49.9K - $61.9K
|
58.5K
$3.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-990- 0.3% |
$52.8K - $65.6K
|
332K
$21.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-997- 8.0% |
$53.2K - $66K
|
11.5K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 1.1% |
$53.4K - $66.2K
|
90K
$5.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 12.4% |
$53.9K - $66.9K
|
7.14K
$465K
|