Purchases and Sales Made in Q3 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$70.6 - $88.8
|
6.97K
$529K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.12% |
$35.3 - $44.4
|
832
$63.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$35.3 - $44.4
|
5.34K
$405K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$35.3 - $44.4
|
10.2K
$772K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$35.3 - $44.4
|
4.95K
$375K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.01% |
$35.3 - $44.4
|
12.8K
$973K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$35.3 - $44.4
|
755
$57.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.05% |
$35.3 - $44.4
|
2.1K
$160K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$35.3 - $44.4
|
5.85K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$35.3 - $44.4
|
765
$58.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.69% |
$35.3 - $44.4
|
145
$11K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.35% |
$35.3 - $44.4
|
286
$21.7K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2- 0.03% |
$70.6 - $88.8
|
7.26K
$551K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.53% |
$70.6 - $88.8
|
377
$28.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$70.6 - $88.8
|
6.38K
$484K
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 2.34% |
$106 - $133
|
125
$9.49K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-5- 0.08% |
$176 - $222
|
6K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 8.45% |
$212 - $266
|
65
$4.93K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7- 0.08% |
$247 - $311
|
8.29K
$629K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-7- 0.1% |
$247 - $311
|
7.22K
$548K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-8- 0.11% |
$282 - $355
|
7.37K
$559K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-9- 0.3% |
$318 - $400
|
3.01K
$228K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10- 1.23% |
$353 - $444
|
803
$60.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11- 0.39% |
$388 - $489
|
2.79K
$212K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-11- 1.78% |
$388 - $489
|
608
$46.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-12- 1.06% |
$423 - $533
|
1.12K
$85.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-12- 0.49% |
$423 - $533
|
2.42K
$184K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-14- 0.21% |
$494 - $622
|
6.56K
$498K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-18- 0.16% |
$635 - $799
|
11.3K
$859K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-20- 1.61% |
$706 - $888
|
1.22K
$92.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23- 0.94% |
$811 - $1.02K
|
2.41K
$183K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-23- 0.3% |
$811 - $1.02K
|
7.6K
$576K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-24- 0.16% |
$847 - $1.07K
|
15.4K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 0.95% |
$847 - $1.07K
|
2.5K
$190K
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-25- 0.02% |
$882 - $1.11K
|
137K
$10.4M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.09% |
$882 - $1.11K
|
28.2K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-25- 0.42% |
$882 - $1.11K
|
5.88K
$446K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-25- 0.52% |
$882 - $1.11K
|
4.8K
$364K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-25- 0.52% |
$882 - $1.11K
|
4.8K
$364K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-26- 0.99% |
$917 - $1.15K
|
2.6K
$198K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-26- 0.35% |
$917 - $1.15K
|
7.42K
$563K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-28- 0.27% |
$988 - $1.24K
|
10.5K
$799K
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-34- 0.23% |
$1.2K - $1.51K
|
14.5K
$1.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-39- 0.49% |
$1.38K - $1.73K
|
7.91K
$600K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-42- 0.22% |
$1.48K - $1.87K
|
18.6K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-42- 0.65% |
$1.48K - $1.87K
|
6.44K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-42Closed |
$1.48K - $1.87K
|
0
$0
|