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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.24KNew |
$226K - $281K
|
4.24K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.2K+ 28.81% |
$224K - $278K
|
18.8K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
4.19K+ 49.93% |
$223K - $277K
|
12.6K
$832K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.14K+ 2.76% |
$221K - $274K
|
154K
$10.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.13K+ 56.68% |
$220K - $273K
|
11.4K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.11K+ 22.89% |
$220K - $272K
|
22.1K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.1KNew |
$219K - $272K
|
4.1K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.07K+ 5.6% |
$217K - $270K
|
76.7K
$5.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.06K+ 7.57% |
$217K - $269K
|
57.7K
$3.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
4.03K+ 18.77% |
$215K - $267K
|
25.5K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
4K+ 400.0% |
$214K - $265K
|
5K
$331K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4KNew |
$213K - $265K
|
4K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.96K+ 3.58% |
$211K - $262K
|
114K
$7.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.95K+ 48.6% |
$211K - $262K
|
12.1K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.85K+ 7.31% |
$206K - $255K
|
56.6K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.85KNew |
$205K - $255K
|
3.85K
$255K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.84KNew |
$205K - $254K
|
3.84K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.79K+ 33.8% |
$202K - $251K
|
15K
$994K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
3.73K+ 11.1% |
$199K - $247K
|
37.3K
$2.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.72KNew |
$198K - $246K
|
3.72K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3.68KNew |
$197K - $244K
|
3.68K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.65K+ 88.55% |
$195K - $242K
|
7.78K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.6KNew |
$192K - $239K
|
3.6K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.6KNew |
$192K - $238K
|
3.6K
$238K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.54K+ 20.3% |
$189K - $235K
|
21K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.54KNew |
$189K - $234K
|
3.54K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.48KNew |
$186K - $230K
|
3.48K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.47K+ 5.95% |
$185K - $230K
|
61.8K
$4.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.47KNew |
$185K - $230K
|
3.47K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.46KNew |
$185K - $229K
|
3.46K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.45KNew |
$184K - $228K
|
3.45K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.43KNew |
$183K - $227K
|
3.43K
$227K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.43KNew |
$183K - $227K
|
3.43K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
3.4KNew |
$181K - $225K
|
3.4K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.39KNew |
$181K - $225K
|
3.39K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.39KNew |
$181K - $224K
|
3.39K
$224K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.39KNew |
$181K - $224K
|
3.39K
$224K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.38KNew |
$180K - $223K
|
3.38K
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.35K+ 7.31% |
$179K - $222K
|
49.1K
$3.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.34K+ 29.74% |
$179K - $221K
|
14.6K
$966K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.34K+ 20.73% |
$178K - $221K
|
19.4K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.34K+ 1.9% |
$178K - $221K
|
179K
$11.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.33KNew |
$177K - $220K
|
3.33K
$220K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.32KNew |
$177K - $220K
|
3.32K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.31K+ 3.71% |
$177K - $219K
|
92.6K
$6.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3.31KNew |
$177K - $219K
|
3.31K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.31KNew |
$177K - $219K
|
3.31K
$219K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.31KNew |
$176K - $219K
|
3.31K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.3K+ 2.97% |
$176K - $219K
|
114K
$7.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.28KNew |
$175K - $217K
|
3.28K
$217K
|