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 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 30.6% |
$113K - $140K
|
9.03K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.11K+ 10.23% |
$113K - $140K
|
22.8K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.08K+ 37.91% |
$111K - $137K
|
7.55K
$502K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.04K+ 7.32% |
$109K - $135K
|
30K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.04K+ 47.51% |
$109K - $135K
|
6.32K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2KNew |
$107K - $132K
|
2K
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.98K+ 30.47% |
$106K - $131K
|
8.48K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.88K+ 0.69% |
$100K - $124K
|
274K
$18.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.85K+ 1.4% |
$98.6K - $122K
|
134K
$8.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 36.42% |
$98.4K - $122K
|
6.9K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.83K+ 53.14% |
$97.7K - $121K
|
5.27K
$350K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.82K+ 5.83% |
$97.2K - $121K
|
33K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.77K+ 15.09% |
$94.3K - $117K
|
13.5K
$895K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.76K+ 8.03% |
$94.1K - $117K
|
23.7K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Sagefield Capital LP
Dallas, TX |
BUY
|
- |
1.75K+ 1.28% |
$93.6K - $116K
|
139K
$9.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.7K+ 0.28% |
$90.7K - $113K
|
619K
$41.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.69K+ 74.28% |
$90.1K - $112K
|
3.96K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.68K+ 28.82% |
$89.8K - $111K
|
7.52K
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.66K+ 17.16% |
$88.6K - $110K
|
11.3K
$753K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.64K+ 2.04% |
$87.6K - $109K
|
82K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
1.64K+ 7.66% |
$87.5K - $109K
|
23K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.63KNew |
$87.1K - $108K
|
1.63K
$108K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.56K+ 41.75% |
$83.4K - $104K
|
5.31K
$353K
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.52K+ 1.92% |
$81.2K - $101K
|
80.6K
$5.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 14.21% |
$80K - $99.2K
|
12K
$800K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.49K+ 3.4% |
$79.7K - $98.9K
|
45.4K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.47KNew |
$78.2K - $97K
|
1.47K
$97.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.35K+ 0.03% |
$72.2K - $89.5K
|
4.7M
$312M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.33K+ 2.31% |
$70.8K - $87.9K
|
58.7K
$3.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.28K+ 22.35% |
$68.4K - $84.9K
|
7.02K
$466K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.27K+ 12.77% |
$67.8K - $84.1K
|
11.2K
$745K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.27K+ 200.0% |
$67.7K - $84K
|
1.9K
$126K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 1.65% |
$67.6K - $83.9K
|
78.2K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.26K+ 3.47% |
$67.2K - $83.4K
|
37.6K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.25K+ 4.51% |
$66.7K - $82.8K
|
29K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.23K+ 100.9% |
$65.8K - $81.6K
|
2.45K
$163K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.21K+ 101.43% |
$64.5K - $80.1K
|
2.4K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.18K+ 10.94% |
$63.1K - $78.3K
|
12K
$797K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.18K+ 8.53% |
$63.1K - $78.3K
|
15K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 8.56% |
$61.8K - $76.6K
|
14.7K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 6.64% |
$60.8K - $75.4K
|
18.3K
$1.22M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.13KNew |
$60.1K - $74.6K
|
1.13K
$74.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.12K+ 12.71% |
$59.9K - $74.4K
|
9.96K
$661K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.11K+ 26.29% |
$59.1K - $73.3K
|
5.32K
$353K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1K+ 6.66% |
$58.9K - $73K
|
17.7K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.09K+ 181.43% |
$58.4K - $72.4K
|
1.7K
$113K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.08K+ 34.51% |
$57.5K - $71.4K
|
4.2K
$279K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.06K+ 3.12% |
$56.5K - $70.1K
|
35K
$2.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.03K+ 15.21% |
$54.9K - $68.1K
|
7.79K
$518K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.02K+ 42.93% |
$54.4K - $67.5K
|
3.4K
$226K
|