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 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-128- 4.1% |
$4.52K - $5.68K
|
2.99K
$204K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-130- 0.6% |
$4.59K - $5.77K
|
21.6K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-131- 0.81% |
$4.62K - $5.82K
|
16.1K
$1.1M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 0.56% |
$4.66K - $5.86K
|
23.4K
$1.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-145- 1.56% |
$5.12K - $6.44K
|
9.13K
$623K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-147- 1.8% |
$5.19K - $6.53K
|
8.02K
$547K
|
|
|
Oct 18, 2022
Q3 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-150- 0.79% |
$5.29K - $6.66K
|
18.7K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-152- 1.53% |
$5.36K - $6.75K
|
9.78K
$667K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-153- 2.54% |
$5.4K - $6.79K
|
5.88K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-155- 12.46% |
$5.47K - $6.88K
|
1.09K
$74.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-158Closed |
$5.57K - $7.02K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-159- 1.91% |
$5.61K - $7.06K
|
8.18K
$558K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-161- 0.83% |
$5.68K - $7.15K
|
19.2K
$1.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-164- 10.96% |
$5.79K - $7.28K
|
1.33K
$90.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-170- 1.0% |
$6K - $7.55K
|
16.9K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-170- 0.12% |
$6K - $7.55K
|
147K
$10M
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-179- 0.26% |
$6.32K - $7.95K
|
67.7K
$4.61M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-180- 47.37% |
$6.35K - $7.99K
|
200
$13.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-180- 0.89% |
$6.35K - $7.99K
|
20K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-183- 1.14% |
$6.46K - $8.13K
|
15.9K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-186- 1.09% |
$6.56K - $8.26K
|
16.9K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-187- 0.32% |
$6.6K - $8.3K
|
58.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-194- 0.66% |
$6.84K - $8.62K
|
29.1K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-197- 0.82% |
$6.95K - $8.75K
|
23.7K
$1.62M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 1.04% |
$7.06K - $8.88K
|
19K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 1.98% |
$7.06K - $8.88K
|
9.89K
$675K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-202- 1.59% |
$7.13K - $8.97K
|
12.5K
$853K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-202- 0.66% |
$7.13K - $8.97K
|
30.6K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-220- 3.59% |
$7.76K - $9.77K
|
5.9K
$402K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-224- 20.53% |
$7.9K - $9.95K
|
867
$59.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-225- 1.06% |
$7.94K - $9.99K
|
21K
$1.44M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-228- 3.68% |
$8.04K - $10.1K
|
5.97K
$407K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-229- 0.93% |
$8.08K - $10.2K
|
24.4K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 1.61% |
$8.08K - $10.2K
|
14K
$956K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-239- 2.03% |
$8.43K - $10.6K
|
11.5K
$785K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 2.67% |
$8.82K - $11.1K
|
9.11K
$621K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-250- 3.0% |
$8.82K - $11.1K
|
8.07K
$551K
|
|
|
Oct 13, 2022
Q3 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-250- 3.28% |
$8.82K - $11.1K
|
7.37K
$503K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 2.1% |
$8.82K - $11.1K
|
11.6K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-254- 1.78% |
$8.96K - $11.3K
|
14K
$955K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-260- 5.15% |
$9.17K - $11.5K
|
4.79K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-260- 3.73% |
$9.17K - $11.5K
|
6.72K
$458K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-270- 9.79% |
$9.53K - $12K
|
2.49K
$170K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-272- 11.97% |
$9.6K - $12.1K
|
2K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-273- 0.13% |
$9.63K - $12.1K
|
206K
$14.1M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-275- 3.31% |
$9.7K - $12.2K
|
8.02K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-278- 3.98% |
$9.81K - $12.3K
|
6.71K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-283- 3.08% |
$9.98K - $12.6K
|
8.91K
$608K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-294- 0.63% |
$10.4K - $13.1K
|
46.5K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-295- 2.02% |
$10.4K - $13.1K
|
14.3K
$976K
|