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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
55+ 0.22% |
$2.7K - $3.29K
|
25K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
49+ 0.72% |
$2.4K - $2.93K
|
6.88K
$480K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
45+ 1.12% |
$2.21K - $2.69K
|
4.08K
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
45+ 3.57% |
$2.21K - $2.69K
|
1.31K
$90.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.76% |
$2.16K - $2.63K
|
5.85K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
43+ 0.05% |
$2.11K - $2.57K
|
95.6K
$6.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
41+ 0.26% |
$2.01K - $2.45K
|
15.5K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
41+ 0.51% |
$2.01K - $2.45K
|
8.11K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
41+ 0.21% |
$2.01K - $2.45K
|
20K
$1.39M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
41+ 0.51% |
$2.01K - $2.45K
|
8.11K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37+ 0.32% |
$1.82K - $2.21K
|
11.8K
$820K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
35+ 102.94% |
$1.72K - $2.09K
|
69
$4.81K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
33+ 0.25% |
$1.62K - $1.97K
|
13.2K
$919K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
33+ 0.11% |
$1.62K - $1.97K
|
28.8K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
31+ 0.44% |
$1.52K - $1.85K
|
7.07K
$492K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 1.82% |
$1.42K - $1.73K
|
1.62K
$113K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 0.59% |
$1.42K - $1.73K
|
4.95K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.55% |
$1.42K - $1.73K
|
5.29K
$369K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 4.65% |
$1.32K - $1.61K
|
608
$42.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
25+ 0.02% |
$1.23K - $1.5K
|
101K
$7.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.43% |
$1.13K - $1.38K
|
5.34K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
23+ 0.37% |
$1.13K - $1.38K
|
6.32K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
22+ 0.36% |
$1.08K - $1.32K
|
6.21K
$432K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$932 - $1.14K
|
19
$1.32K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 158.33% |
$932 - $1.14K
|
31
$2.16K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
18+ 0.3% |
$883 - $1.08K
|
5.96K
$415K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17+ 0.21% |
$834 - $1.02K
|
8.03K
$559K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16+ 0.32% |
$785 - $957
|
5.04K
$351K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16+ 0.06% |
$785 - $957
|
29.1K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 0.83% |
$785 - $957
|
1.95K
$136K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
14+ 0.05% |
$687 - $837
|
30.7K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 5.79% |
$687 - $837
|
256
$17.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.28% |
$638 - $777
|
4.59K
$320K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12+ 0.18% |
$589 - $718
|
6.85K
$477K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.01% |
$540 - $658
|
78.7K
$5.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
10+ 0.14% |
$491 - $598
|
7.25K
$505K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.29% |
$294 - $359
|
2.04K
$142K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.07% |
$294 - $359
|
8.53K
$594K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.05% |
$245 - $299
|
9.97K
$694K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.11% |
$245 - $299
|
4.58K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 0.23% |
$245 - $299
|
2.17K
$151K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.08% |
$196 - $239
|
5.04K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.23% |
$196 - $239
|
1.76K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
4+ 0.17% |
$196 - $239
|
2.29K
$160K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.19% |
$196 - $239
|
2.07K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$147 - $179
|
4.32K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$98.1 - $120
|
3.08K
$214K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.01% |
$98.1 - $120
|
26.2K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
2+ 0.01% |
$98.1 - $120
|
33.8K
$2.35M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.01% |
$98.1 - $120
|
13.5K
$941K
|