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 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.09KNew |
$201K - $245K
|
4.09K
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$198K - $241K
|
4.03K
$279K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
4.01KNew |
$197K - $240K
|
4.01K
$278K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
3.99KNew |
$196K - $238K
|
3.99K
$276K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.98KNew |
$195K - $238K
|
3.98K
$276K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.97KNew |
$195K - $237K
|
3.97K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.96KNew |
$194K - $237K
|
3.96K
$274K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
3.93KNew |
$193K - $235K
|
3.93K
$272K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.91KNew |
$192K - $234K
|
3.91K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.9K+ 36.64% |
$192K - $233K
|
14.6K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.9KNew |
$191K - $233K
|
3.9K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.89KNew |
$191K - $233K
|
3.89K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.85KNew |
$189K - $230K
|
3.85K
$266K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.83KNew |
$188K - $229K
|
3.83K
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$187K - $228K
|
3.82K
$264K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.81KNew |
$187K - $228K
|
3.81K
$264K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
3.81KNew |
$187K - $228K
|
3.81K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.8KNew |
$187K - $227K
|
3.8K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.79KNew |
$186K - $227K
|
3.79K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.79KNew |
$186K - $226K
|
3.79K
$262K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.79KNew |
$186K - $226K
|
3.79K
$262K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
3.78KNew |
$185K - $226K
|
3.78K
$262K
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
3.78KNew |
$185K - $226K
|
3.78K
$262K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.75KNew |
$184K - $224K
|
3.75K
$260K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.75K+ 9.48% |
$184K - $224K
|
43.3K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.75KNew |
$184K - $224K
|
3.75K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.74KNew |
$184K - $224K
|
3.74K
$259K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.74KNew |
$184K - $224K
|
3.74K
$259K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.72KNew |
$182K - $222K
|
3.72K
$258K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.71KNew |
$182K - $222K
|
3.71K
$257K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3.71KNew |
$182K - $222K
|
3.71K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.71KNew |
$182K - $222K
|
3.71K
$257K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.7KNew |
$182K - $221K
|
3.7K
$256K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.69K+ 2.6% |
$181K - $221K
|
145K
$10.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$180K - $220K
|
3.67K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.67KNew |
$180K - $220K
|
3.67K
$254K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.67KNew |
$180K - $220K
|
3.67K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.66K+ 6.15% |
$180K - $219K
|
63.2K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.66KNew |
$179K - $219K
|
3.66K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.65KNew |
$179K - $218K
|
3.65K
$253K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.64KNew |
$179K - $218K
|
3.64K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.64K+ 12.78% |
$179K - $218K
|
32.1K
$2.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.64KNew |
$178K - $217K
|
3.64K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.63K+ 69.79% |
$178K - $217K
|
8.84K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
3.63KNew |
$178K - $217K
|
3.63K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.62K+ 67.02% |
$178K - $216K
|
9.02K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
3.58K+ 0.39% |
$176K - $214K
|
931K
$64.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.45K+ 0.31% |
$169K - $206K
|
1.12M
$77.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.43K+ 19.41% |
$168K - $205K
|
21.1K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.43K+ 1.03% |
$168K - $205K
|
336K
$23.3M
|