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 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.27KNew |
$175K - $217K
|
3.27K
$217K
|
|
|
Jul 11, 2024
Q2 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
3.27KNew |
$174K - $216K
|
3.27K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.27KNew |
$174K - $216K
|
3.27K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.26KNew |
$174K - $216K
|
3.26K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.25KNew |
$174K - $215K
|
3.25K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$173K - $215K
|
3.25K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.24KNew |
$173K - $215K
|
3.24K
$215K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.24KNew |
$173K - $215K
|
3.24K
$215K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
3.24KNew |
$173K - $214K
|
3.24K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.23KNew |
$172K - $214K
|
3.23K
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.23KNew |
$172K - $214K
|
3.23K
$214K
|
|
|
Jul 23, 2024
Q2 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
3.23KNew |
$172K - $214K
|
3.23K
$214K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.22KNew |
$172K - $213K
|
3.22K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.21KNew |
$172K - $213K
|
3.21K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$171K - $213K
|
3.21K
$213K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
3.21KNew |
$171K - $212K
|
3.21K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.2KNew |
$171K - $212K
|
3.2K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.2KNew |
$171K - $212K
|
3.2K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$170K - $211K
|
3.19K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.18KNew |
$169K - $210K
|
3.18K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
3.14K+ 29.13% |
$167K - $208K
|
13.9K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.13K+ 63.93% |
$167K - $208K
|
8.04K
$532K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.1K+ 59.46% |
$165K - $205K
|
8.31K
$551K
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
3.02K+ 11.07% |
$161K - $200K
|
30.3K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
3K+ 9.68% |
$160K - $199K
|
34K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99KNew |
$160K - $198K
|
2.99K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Groesbeck Investment Management Corp
|
BUY
|
- |
2.99K+ 26.44% |
$159K - $198K
|
14.3K
$946K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.98K+ 85.54% |
$159K - $197K
|
6.47K
$428K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.98K+ 6.95% |
$159K - $197K
|
45.9K
$3.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.88K+ 1.24% |
$154K - $190K
|
235K
$15.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.85K+ 1.76% |
$152K - $189K
|
164K
$10.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.8K+ 237.09% |
$149K - $185K
|
3.98K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.8K+ 1181.43% |
$149K - $185K
|
3.04K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.76K+ 1.52% |
$147K - $183K
|
184K
$12.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 9642.86% |
$144K - $179K
|
2.73K
$181K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$143K - $178K
|
2.68K
$178K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.6K+ 2.97% |
$139K - $172K
|
90.1K
$5.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.6KNew |
$139K - $172K
|
2.6K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.58KNew |
$138K - $171K
|
2.58K
$171K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.53KNew |
$135K - $167K
|
2.53K
$167K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.48KNew |
$132K - $164K
|
2.48K
$164K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.43K+ 1.82% |
$130K - $161K
|
136K
$8.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.4K+ 0.81% |
$128K - $159K
|
297K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.31K+ 2.43% |
$123K - $153K
|
97.5K
$6.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.28K+ 23.55% |
$122K - $151K
|
11.9K
$791K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.27KNew |
$121K - $150K
|
2.27K
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 141.39% |
$120K - $149K
|
3.84K
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.24KNew |
$120K - $148K
|
2.24K
$148K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 30.6% |
$113K - $140K
|
9.03K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 10.23% |
$113K - $140K
|
22.8K
$1.51M
|