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
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.01K+ 22.92% |
$53.6K - $66.6K
|
5.39K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1K+ 0.8% |
$53.5K - $66.4K
|
127K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1KNew |
$53.4K - $66.2K
|
1K
$65.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
996+ 25.76% |
$53.2K - $66K
|
4.86K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
982+ 2.8% |
$52.4K - $65K
|
36.1K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
951+ 5.97% |
$50.8K - $63K
|
16.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
946+ 25.99% |
$50.5K - $62.6K
|
4.59K
$299K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
928+ 0.84% |
$49.5K - $61.5K
|
111K
$7.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
911+ 1.18% |
$48.6K - $60.3K
|
78.1K
$5.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
900New |
$48K - $59.6K
|
900
$58.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
894+ 13.94% |
$47.7K - $59.2K
|
7.31K
$476K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
890+ 3.23% |
$47.5K - $58.9K
|
28.5K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
884+ 2.24% |
$47.2K - $58.5K
|
40.3K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
883+ 18.8% |
$47.1K - $58.5K
|
5.58K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
879+ 3.04% |
$46.9K - $58.2K
|
29.8K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
871+ 15.57% |
$46.5K - $57.7K
|
6.46K
$422K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
858+ 23.1% |
$45.8K - $56.8K
|
4.57K
$298K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
824New |
$44K - $54.6K
|
824
$53.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
816+ 6.03% |
$43.6K - $54K
|
14.4K
$936K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
809+ 3.86% |
$43.2K - $53.6K
|
21.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
807+ 72.12% |
$43.1K - $53.4K
|
1.93K
$126K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
805New |
$43K - $53.3K
|
805
$52.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
794+ 3.98% |
$42.4K - $52.6K
|
20.7K
$1.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
768+ 1.74% |
$41K - $50.9K
|
44.8K
$2.92M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
754+ 44.46% |
$40.2K - $49.9K
|
2.45K
$160K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
746+ 3.46% |
$39.8K - $49.4K
|
22.3K
$1.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
733+ 3.41% |
$39.1K - $48.5K
|
22.2K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
703+ 11.16% |
$37.5K - $46.6K
|
7K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
691+ 0.5% |
$36.9K - $45.8K
|
138K
$9.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
687+ 0.09% |
$36.7K - $45.5K
|
735K
$47.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
670+ 19.02% |
$35.8K - $44.4K
|
4.19K
$273K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
651New |
$34.8K - $43.1K
|
651
$42.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
650+ 5.22% |
$34.7K - $43K
|
13.1K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
650+ 1.75% |
$34.7K - $43K
|
37.7K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
643+ 0.35% |
$34.3K - $42.6K
|
184K
$12M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
639+ 6.76% |
$34.1K - $42.3K
|
10.1K
$658K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
633+ 8.14% |
$33.8K - $41.9K
|
8.41K
$549K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
626+ 417.33% |
$33.4K - $41.5K
|
776
$50.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
626+ 7.76% |
$33.4K - $41.5K
|
8.69K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
624+ 14.18% |
$33.3K - $41.3K
|
5.03K
$328K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
610+ 0.85% |
$32.6K - $40.4K
|
72K
$4.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
608+ 0.76% |
$32.5K - $40.3K
|
80.7K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.26% |
$32K - $39.7K
|
230K
$15M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
595+ 67.61% |
$31.8K - $39.4K
|
1.48K
$96.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
580New |
$31K - $38.4K
|
580
$37.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
552New |
$29.5K - $36.6K
|
552
$36K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
546+ 11.33% |
$29.1K - $36.2K
|
5.37K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
544+ 1.53% |
$29K - $36K
|
36.2K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
544+ 10.37% |
$29K - $36K
|
5.79K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
533+ 11.96% |
$28.5K - $35.3K
|
4.99K
$325K
|