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
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-568- 2.05% |
$27.9K - $34K
|
27.1K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-569- 3.05% |
$27.9K - $34K
|
18.1K
$1.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-580- 13.43% |
$28.5K - $34.7K
|
3.74K
$262K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-582- 6.04% |
$28.6K - $34.8K
|
9.05K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-582- 8.25% |
$28.6K - $34.8K
|
6.48K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-600- 24.11% |
$29.4K - $35.9K
|
1.89K
$132K
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-600- 0.83% |
$29.4K - $35.9K
|
71.9K
$5.03M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-600- 6.31% |
$29.4K - $35.9K
|
8.91K
$624K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-603- 7.75% |
$29.6K - $36.1K
|
7.18K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-634- 5.07% |
$31.1K - $37.9K
|
11.9K
$831K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-637- 6.37% |
$31.3K - $38.1K
|
9.36K
$655K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-650- 4.38% |
$31.9K - $38.9K
|
14.2K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-653- 2.05% |
$32K - $39K
|
31.2K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-654- 1.12% |
$32.1K - $39.1K
|
58K
$4.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-657- 11.87% |
$32.2K - $39.3K
|
4.88K
$342K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-658- 1.34% |
$32.3K - $39.3K
|
48.5K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-669- 5.43% |
$32.8K - $40K
|
11.6K
$815K
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-685- 20.24% |
$33.6K - $41K
|
2.7K
$189K
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-685- 9.63% |
$33.6K - $41K
|
6.43K
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-688- 4.17% |
$33.8K - $41.1K
|
15.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-689- 0.9% |
$33.8K - $41.2K
|
75.5K
$5.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-695- 0.48% |
$34.1K - $41.6K
|
143K
$9.99M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-700- 3.14% |
$34.3K - $41.9K
|
21.6K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-700- 0.44% |
$34.3K - $41.9K
|
160K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-703- 4.77% |
$34.5K - $42K
|
14K
$982K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-706- 9.61% |
$34.6K - $42.2K
|
6.64K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-707- 13.99% |
$34.7K - $42.3K
|
4.35K
$304K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-711- 35.93% |
$34.9K - $42.5K
|
1.27K
$88.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-722- 13.31% |
$35.4K - $43.2K
|
4.7K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-729- 6.18% |
$35.8K - $43.6K
|
11.1K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-745- 71.29% |
$36.6K - $44.6K
|
300
$21K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-774- 3.94% |
$38K - $46.3K
|
18.9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-781- 1.32% |
$38.3K - $46.7K
|
58.3K
$4.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-798- 0.84% |
$39.2K - $47.7K
|
94.2K
$6.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-802- 8.74% |
$39.4K - $48K
|
8.38K
$587K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-811- 17.26% |
$39.8K - $48.5K
|
3.89K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-834- 12.24% |
$40.9K - $49.9K
|
5.98K
$419K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-852- 0.65% |
$41.8K - $50.9K
|
129K
$9.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-855- 2.33% |
$42K - $51.1K
|
35.8K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-882- 0.16% |
$43.3K - $52.7K
|
548K
$38.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-884- 1.4% |
$43.4K - $52.9K
|
62.3K
$4.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-890- 94.68% |
$43.7K - $53.2K
|
50
$3.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-891- 17.73% |
$43.7K - $53.3K
|
4.14K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-905- 12.56% |
$44.4K - $54.1K
|
6.3K
$441K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-910- 0.59% |
$44.7K - $54.4K
|
153K
$10.7M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-917- 2.32% |
$45K - $54.8K
|
38.5K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-944- 16.8% |
$46.3K - $56.5K
|
4.67K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-956- 62.0% |
$46.9K - $57.2K
|
586
$41K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-964- 6.3% |
$47.3K - $57.6K
|
14.3K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-981- 10.05% |
$48.1K - $58.7K
|
8.78K
$615K
|