Purchases and Sales Made in Q3 2021 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
700New |
$33.6K - $40.8K
|
700
$46K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
676+ 5.51% |
$32.5K - $39.4K
|
12.9K
$850K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
674+ 5.55% |
$32.4K - $39.3K
|
12.8K
$842K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
670New |
$32.2K - $39.1K
|
670
$44K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
663+ 3.15% |
$31.9K - $38.7K
|
21.7K
$1.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
660+ 4.38% |
$31.7K - $38.5K
|
15.7K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
655+ 0.29% |
$31.5K - $38.2K
|
224K
$14.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
638+ 3.66% |
$30.7K - $37.2K
|
18.1K
$1.19M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
638New |
$30.7K - $37.2K
|
638
$41.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
636+ 0.99% |
$30.6K - $37.1K
|
64.6K
$4.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
634+ 8.85% |
$30.5K - $37K
|
7.8K
$513K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
634+ 3.56% |
$30.5K - $37K
|
18.5K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
625+ 3.0% |
$30K - $36.5K
|
21.5K
$1.41M
|
|
|
Oct 19, 2021
Q3 2021
|
Wendell David Associates Inc
|
BUY
|
- |
620+ 3.09% |
$29.8K - $36.2K
|
20.7K
$1.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
607+ 8.02% |
$29.2K - $35.4K
|
8.17K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
605+ 7.26% |
$29.1K - $35.3K
|
8.93K
$587K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
600+ 1.01% |
$28.8K - $35K
|
59.8K
$3.93M
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
BUY
|
- |
600+ 2.95% |
$28.8K - $35K
|
20.9K
$1.37M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
598+ 2.24% |
$28.7K - $34.9K
|
27.4K
$1.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
596+ 6.29% |
$28.6K - $34.8K
|
10.1K
$662K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
592+ 1.82% |
$28.4K - $34.5K
|
33K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
574+ 3.67% |
$27.6K - $33.5K
|
16.2K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
562+ 0.52% |
$27K - $32.8K
|
109K
$7.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
559+ 10.54% |
$26.9K - $32.6K
|
5.86K
$385K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
542New |
$26K - $31.6K
|
542
$35.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
540+ 7.99% |
$25.9K - $31.5K
|
7.3K
$480K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
525+ 25.86% |
$25.2K - $30.6K
|
2.56K
$168K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
523+ 4.56% |
$25.1K - $30.5K
|
12K
$788K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
520+ 5.45% |
$25K - $30.3K
|
10.1K
$661K
|
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
512+ 0.47% |
$24.6K - $29.9K
|
110K
$7.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
507+ 25.8% |
$24.4K - $29.6K
|
2.47K
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
500+ 73.21% |
$24K - $29.2K
|
1.18K
$77.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
500New |
$24K - $29.2K
|
500
$32.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
499+ 3.3% |
$24K - $29.1K
|
15.6K
$1.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
487+ 6.76% |
$23.4K - $28.4K
|
7.69K
$505K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
487+ 0.34% |
$23.4K - $28.4K
|
145K
$9.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
468+ 5.73% |
$22.5K - $27.3K
|
8.64K
$568K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
460+ 10.97% |
$22.1K - $26.8K
|
4.65K
$306K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
457+ 4.7% |
$22K - $26.7K
|
10.2K
$670K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
425+ 1.96% |
$20.4K - $24.8K
|
22.1K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
424+ 4.74% |
$20.4K - $24.7K
|
9.38K
$616K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
419+ 2.87% |
$20.1K - $24.4K
|
15K
$986K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
417+ 17.13% |
$20K - $24.3K
|
2.85K
$187K
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
415+ 6.21% |
$19.9K - $24.2K
|
7.1K
$467K
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
415New |
$19.9K - $24.2K
|
415
$27.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
412+ 7.53% |
$19.8K - $24K
|
5.89K
$387K
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
400+ 0.68% |
$19.2K - $23.3K
|
59.4K
$3.91M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
391+ 7.79% |
$18.8K - $22.8K
|
5.41K
$356K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
390+ 5.88% |
$18.7K - $22.7K
|
7.03K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
382+ 0.49% |
$18.4K - $22.3K
|
78.8K
$5.18M
|