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 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-132- 2.95% |
$6.48K - $7.89K
|
4.34K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-132- 10.71% |
$6.48K - $7.89K
|
1.1K
$75K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-133- 1.73% |
$6.53K - $7.95K
|
7.56K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-134- 1.38% |
$6.58K - $8.01K
|
9.58K
$653K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-134- 0.27% |
$6.58K - $8.01K
|
50.2K
$3.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-135- 0.57% |
$6.62K - $8.07K
|
23.6K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-141- 1.6% |
$6.92K - $8.43K
|
8.65K
$590K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-150- 0.84% |
$7.36K - $8.97K
|
17.8K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-150- 1.36% |
$7.36K - $8.97K
|
10.9K
$744K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-150- 2.65% |
$7.36K - $8.97K
|
5.5K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-160- 9.64% |
$7.85K - $9.57K
|
1.5K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-160- 2.94% |
$7.85K - $9.57K
|
5.29K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-164- 1.46% |
$8.05K - $9.81K
|
11.1K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-170- 2.26% |
$8.34K - $10.2K
|
7.36K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-172- 1.58% |
$8.44K - $10.3K
|
10.7K
$729K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-175- 4.32% |
$8.59K - $10.5K
|
3.88K
$264K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-180- 0.8% |
$8.83K - $10.8K
|
22.3K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-183- 2.48% |
$8.98K - $10.9K
|
7.2K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-184- 1.16% |
$9.03K - $11K
|
15.6K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-190- 1.66% |
$9.32K - $11.4K
|
11.3K
$768K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 12.46% |
$9.81K - $12K
|
1.41K
$95.8K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-200- 4.0% |
$9.81K - $12K
|
4.8K
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-200- 3.41% |
$9.81K - $12K
|
5.67K
$387K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-200- 2.28% |
$9.81K - $12K
|
8.59K
$586K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-202- 7.86% |
$9.91K - $12.1K
|
2.37K
$162K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-203- 3.76% |
$9.96K - $12.1K
|
5.2K
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-205- 1.15% |
$10.1K - $12.3K
|
17.6K
$1.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-210- 1.11% |
$10.3K - $12.6K
|
18.7K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-215- 14.33% |
$10.6K - $12.9K
|
1.29K
$87.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-215- 0.28% |
$10.6K - $12.9K
|
75.3K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-218- 1.44% |
$10.7K - $13K
|
14.9K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-222- 3.07% |
$10.9K - $13.3K
|
7K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-226- 1.92% |
$11.1K - $13.5K
|
11.6K
$788K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-231- 3.64% |
$11.3K - $13.8K
|
6.11K
$417K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-235- 2.57% |
$11.5K - $14.1K
|
8.91K
$608K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-235- 2.77% |
$11.5K - $14.1K
|
8.24K
$562K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-237- 2.9% |
$11.6K - $14.2K
|
7.95K
$542K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-251- 0.38% |
$12.3K - $15K
|
66.7K
$4.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-253- 0.4% |
$12.4K - $15.1K
|
63.3K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-260- 2.34% |
$12.8K - $15.5K
|
10.8K
$740K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-263- 3.69% |
$12.9K - $15.7K
|
6.87K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-267- 2.84% |
$13.1K - $16K
|
9.13K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-268- 0.96% |
$13.2K - $16K
|
27.7K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-272- 3.42% |
$13.3K - $16.3K
|
7.68K
$524K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-277- 1.68% |
$13.6K - $16.6K
|
16.3K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-281- 3.42% |
$13.8K - $16.8K
|
7.93K
$541K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-286- 0.62% |
$14K - $17.1K
|
45.7K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-286- 5.64% |
$14K - $17.1K
|
4.79K
$327K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-288- 4.09% |
$14.1K - $17.2K
|
6.75K
$460K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-291- 6.08% |
$14.3K - $17.4K
|
4.5K
$307K
|