Purchases and Sales Made in Q3 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q3 2023. 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 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
168+ 1.3% |
$8.24K - $10K
|
13.1K
$906K
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
167+ 0.17% |
$8.19K - $9.99K
|
97.6K
$6.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
150+ 1.82% |
$7.36K - $8.97K
|
8.38K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
149+ 51.92% |
$7.31K - $8.91K
|
436
$30.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
149+ 0.2% |
$7.31K - $8.91K
|
73.4K
$5.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
149+ 7.04% |
$7.31K - $8.91K
|
2.27K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
147+ 3.58% |
$7.21K - $8.79K
|
4.25K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
147+ 0.69% |
$7.21K - $8.79K
|
21.5K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
146+ 135.19% |
$7.16K - $8.73K
|
254
$17.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
139+ 2.04% |
$6.82K - $8.31K
|
6.95K
$481K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
136+ 2.63% |
$6.67K - $8.13K
|
5.31K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
132+ 1.5% |
$6.48K - $7.89K
|
8.91K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
127New |
$6.23K - $7.59K
|
127
$8.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
121New |
$5.94K - $7.24K
|
121
$8.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
118New |
$5.79K - $7.06K
|
118
$8.17K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
110+ 0.86% |
$5.4K - $6.58K
|
12.9K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 3.68% |
$5.3K - $6.46K
|
3.04K
$211K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
105+ 1.25% |
$5.15K - $6.28K
|
8.53K
$591K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
105+ 0.46% |
$5.15K - $6.28K
|
22.8K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
105+ 1.31% |
$5.15K - $6.28K
|
8.13K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
104+ 1.21% |
$5.1K - $6.22K
|
8.73K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
104+ 0.39% |
$5.1K - $6.22K
|
26.4K
$1.83M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
101+ 10.54% |
$4.96K - $6.04K
|
1.06K
$73.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
BUY
|
- |
101+ 0.53% |
$4.96K - $6.04K
|
19.2K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 51.27% |
$4.96K - $6.04K
|
298
$20.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
100+ 1.9% |
$4.91K - $5.98K
|
5.37K
$372K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.04% |
$4.91K - $5.98K
|
230K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
100New |
$4.91K - $5.98K
|
100
$6.93K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 32.57% |
$4.91K - $5.98K
|
407
$28.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
99New |
$4.86K - $5.92K
|
99
$6.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
97New |
$4.76K - $5.8K
|
97
$6.72K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
95+ 2.49% |
$4.66K - $5.68K
|
3.9K
$270K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
93+ 1.14% |
$4.56K - $5.56K
|
8.26K
$572K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
88+ 1.59% |
$4.32K - $5.26K
|
5.64K
$391K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
85+ 1.94% |
$4.17K - $5.08K
|
4.48K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 3.16% |
$4.12K - $5.02K
|
2.74K
$190K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
79+ 1.23% |
$3.88K - $4.72K
|
6.5K
$450K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
76New |
$3.73K - $4.54K
|
76
$5.26K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
75+ 15.0% |
$3.68K - $4.49K
|
575
$39.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
74+ 0.61% |
$3.63K - $4.43K
|
12.2K
$842K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
72+ 9.8% |
$3.53K - $4.31K
|
807
$55.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
67+ 0.77% |
$3.29K - $4.01K
|
8.74K
$605K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62+ 2.01% |
$3.04K - $3.71K
|
3.15K
$218K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
60New |
$2.94K - $3.59K
|
60
$4.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 17.8% |
$2.94K - $3.59K
|
397
$27.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
59New |
$2.9K - $3.53K
|
59
$4.09K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
59+ 0.22% |
$2.9K - $3.53K
|
27.3K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
58+ 1.01% |
$2.85K - $3.47K
|
5.79K
$401K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
56+ 22.58% |
$2.75K - $3.35K
|
304
$21.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
55+ 0.05% |
$2.7K - $3.29K
|
103K
$7.14M
|