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 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-292- 5.08% |
$14.3K - $17.5K
|
5.45K
$372K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-295- 1.33% |
$14.5K - $17.6K
|
21.9K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-299- 4.24% |
$14.7K - $17.9K
|
6.76K
$461K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 2.19% |
$14.7K - $17.9K
|
13.4K
$914K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-300- 57.92% |
$14.7K - $17.9K
|
218
$14.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-311- 5.16% |
$15.3K - $18.6K
|
5.71K
$390K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-312- 2.27% |
$15.3K - $18.7K
|
13.5K
$918K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-331- 3.57% |
$16.2K - $19.8K
|
8.95K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-331- 0.89% |
$16.2K - $19.8K
|
36.8K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-333- 0.81% |
$16.3K - $19.9K
|
40.9K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-337- 7.5% |
$16.5K - $20.2K
|
4.15K
$283K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-342- 0.18% |
$16.8K - $20.5K
|
189K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-343- 4.1% |
$16.8K - $20.5K
|
8.02K
$547K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-348- 2.84% |
$17.1K - $20.8K
|
11.9K
$811K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-350- 5.18% |
$17.2K - $20.9K
|
6.41K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-359- 4.97% |
$17.6K - $21.5K
|
6.86K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-361- 22.91% |
$17.7K - $21.6K
|
1.22K
$82.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-364- 3.31% |
$17.9K - $21.8K
|
10.6K
$726K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-369- 22.11% |
$18.1K - $22.1K
|
1.3K
$88.7K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-379- 4.6% |
$18.6K - $22.7K
|
7.86K
$536K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-380- 3.43% |
$18.6K - $22.7K
|
10.7K
$731K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-380- 7.36% |
$18.6K - $22.7K
|
4.78K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-381- 6.77% |
$18.7K - $22.8K
|
5.25K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-381- 0.23% |
$18.7K - $22.8K
|
165K
$11.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-385- 6.62% |
$18.9K - $23K
|
5.43K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-385- 7.44% |
$18.9K - $23K
|
4.79K
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-388- 6.2% |
$19K - $23.2K
|
5.87K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-388- 4.0% |
$19K - $23.2K
|
9.31K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-388- 7.55% |
$19K - $23.2K
|
4.75K
$324K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-394- 2.0% |
$19.3K - $23.6K
|
19.3K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 4.22% |
$19.6K - $23.9K
|
9.09K
$620K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-406- 2.06% |
$19.9K - $24.3K
|
19.3K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-409- 1.59% |
$20.1K - $24.5K
|
25.2K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-426- 6.41% |
$20.9K - $25.5K
|
6.23K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-430- 4.42% |
$21.1K - $25.7K
|
9.31K
$635K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-431- 0.95% |
$21.1K - $25.8K
|
44.7K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-441Closed |
$21.6K - $26.4K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-445- 0.34% |
$21.8K - $26.6K
|
130K
$8.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-450- 1.91% |
$22.1K - $26.9K
|
23.1K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-465- 7.78% |
$22.8K - $27.8K
|
5.51K
$376K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-475- 5.13% |
$23.3K - $28.4K
|
8.78K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-490- 4.08% |
$24K - $29.3K
|
11.5K
$785K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-492- 1.37% |
$24.1K - $29.4K
|
35.5K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-500- 6.27% |
$24.5K - $29.9K
|
7.47K
$510K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-500- 4.57% |
$24.5K - $29.9K
|
10.4K
$712K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-503- 1.22% |
$24.7K - $30.1K
|
40.6K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-504- 3.26% |
$24.7K - $30.1K
|
15K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-530- 3.95% |
$26K - $31.7K
|
12.9K
$880K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-536- 11.31% |
$26.3K - $32.1K
|
4.2K
$287K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-540- 7.18% |
$26.5K - $32.3K
|
6.98K
$476K
|