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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$98.1 - $120
|
3.08K
$213K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.38% |
$98.1 - $120
|
529
$36.6K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.1 - $59.8
|
4.23K
$293K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$49.1 - $59.8
|
9.15K
$634K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$49.1 - $59.8
|
11.2K
$773K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1+ 0.01% |
$49.1 - $59.8
|
12.8K
$887K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.1 - $59.8
|
6.12K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$49.1 - $59.8
|
1.28K
$88.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1New |
$49.1 - $59.8
|
1
$69.3
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$49.1 - $59.8
|
19.3K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$49.1 - $59.8
|
6.68K
$463K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.96% |
$49.1 - $59.8
|
52
$3.6K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1- 0.02% |
$49.1 - $59.8
|
6.32K
$437K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2- 0.02% |
$98.1 - $120
|
11.7K
$811K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2- 0.05% |
$98.1 - $120
|
4.17K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2- 0.1% |
$98.1 - $120
|
2.04K
$141K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3- 0.16% |
$147 - $179
|
1.83K
$127K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$245 - $299
|
5.58K
$386K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$245 - $299
|
5.78K
$400K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.12% |
$245 - $299
|
4.24K
$294K
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-6- 0.12% |
$294 - $359
|
4.88K
$338K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9- 0.06% |
$442 - $538
|
14.5K
$1.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-13- 0.12% |
$638 - $777
|
10.7K
$739K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 7.82% |
$687 - $837
|
165
$11.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15- 1.96% |
$736 - $897
|
752
$52.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 0.13% |
$785 - $957
|
12.3K
$853K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16- 0.21% |
$785 - $957
|
7.64K
$529K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16- 0.07% |
$785 - $957
|
22.8K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-18- 0.29% |
$883 - $1.08K
|
6.25K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-18- 0.17% |
$883 - $1.08K
|
10.7K
$743K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-20- 0.29% |
$981 - $1.2K
|
6.81K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.27% |
$981 - $1.2K
|
7.3K
$505K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-20- 0.26% |
$981 - $1.2K
|
7.73K
$535K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-22- 0.58% |
$1.08K - $1.32K
|
3.75K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-23- 0.03% |
$1.13K - $1.38K
|
91.3K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-23- 0.44% |
$1.13K - $1.38K
|
5.26K
$364K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 0.29% |
$1.13K - $1.38K
|
7.97K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-24- 18.05% |
$1.18K - $1.44K
|
109
$7.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-24- 0.37% |
$1.18K - $1.44K
|
6.41K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-25- 0.02% |
$1.23K - $1.5K
|
116K
$8M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-25- 0.51% |
$1.23K - $1.5K
|
4.91K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-27- 0.39% |
$1.32K - $1.61K
|
6.86K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-29- 0.23% |
$1.42K - $1.73K
|
12.3K
$854K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 4.8% |
$1.86K - $2.27K
|
753
$52.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 4.83% |
$1.96K - $2.39K
|
789
$54.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-40- 0.31% |
$1.96K - $2.39K
|
12.8K
$888K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-40- 0.85% |
$1.96K - $2.39K
|
4.69K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-45- 3.61% |
$2.21K - $2.69K
|
1.2K
$83.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-46- 0.86% |
$2.26K - $2.75K
|
5.33K
$369K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.79% |
$2.45K - $2.99K
|
6.25K
$433K
|