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
|
Flaharty Asset Management, LLC
|
BUY
|
- |
743New |
$36.5K - $44.4K
|
743
$51.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
730New |
$35.8K - $43.7K
|
730
$50.6K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
724New |
$35.5K - $43.3K
|
724
$50.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
722+ 6.66% |
$35.4K - $43.2K
|
11.6K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
711+ 14.08% |
$34.9K - $42.5K
|
5.76K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
672+ 11.4% |
$33K - $40.2K
|
6.57K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
657+ 0.87% |
$32.2K - $39.3K
|
75.9K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
652+ 4.08% |
$32K - $39K
|
16.6K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
644+ 14.38% |
$31.6K - $38.5K
|
5.12K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
642+ 4.66% |
$31.5K - $38.4K
|
14.4K
$999K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
635+ 1270.0% |
$31.2K - $38K
|
685
$47.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
629New |
$30.9K - $37.6K
|
629
$43.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
626+ 1.73% |
$30.7K - $37.4K
|
36.9K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
621+ 1.06% |
$30.5K - $37.1K
|
59.2K
$4.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
616+ 7.17% |
$30.2K - $36.8K
|
9.21K
$638K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
584+ 5.84% |
$28.7K - $34.9K
|
10.6K
$733K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
573+ 11.85% |
$28.1K - $34.3K
|
5.41K
$374K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
570+ 9.85% |
$28K - $34.1K
|
6.36K
$440K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
569+ 5.79% |
$27.9K - $34K
|
10.4K
$720K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
566+ 0.53% |
$27.8K - $33.8K
|
108K
$7.48M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
547New |
$26.8K - $32.7K
|
547
$37.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
540+ 11.45% |
$26.5K - $32.3K
|
5.26K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
539+ 21.66% |
$26.4K - $32.2K
|
3.03K
$210K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
537+ 30.77% |
$26.4K - $32.1K
|
2.28K
$158K
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
534New |
$26.2K - $31.9K
|
534
$37K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
515+ 3.48% |
$25.3K - $30.8K
|
15.3K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
507+ 7.32% |
$24.9K - $30.3K
|
7.43K
$515K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
500+ 5.71% |
$24.5K - $29.9K
|
9.26K
$641K
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
500+ 2.37% |
$24.5K - $29.9K
|
21.6K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
485+ 7.38% |
$23.8K - $29K
|
7.06K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
473+ 3.67% |
$23.2K - $28.3K
|
13.4K
$925K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
473+ 1.82% |
$23.2K - $28.3K
|
26.5K
$1.83M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
470+ 1.48% |
$23.1K - $28.1K
|
32.1K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
468+ 1.79% |
$23K - $28K
|
26.6K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
465+ 4.15% |
$22.8K - $27.8K
|
11.7K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
436+ 1.98% |
$21.4K - $26.1K
|
22.5K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
430+ 90.91% |
$21.1K - $25.7K
|
903
$62.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
427+ 0.55% |
$21K - $25.5K
|
78.3K
$5.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
415New |
$20.4K - $24.8K
|
415
$28.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
410+ 5.81% |
$20.1K - $24.5K
|
7.46K
$517K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
407+ 9.48% |
$20K - $24.3K
|
4.7K
$325K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
402+ 9.08% |
$19.7K - $24K
|
4.83K
$335K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
400+ 205.13% |
$19.6K - $23.9K
|
595
$41.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.28% |
$19.6K - $23.9K
|
143K
$9.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
398+ 1.99% |
$19.5K - $23.8K
|
20.4K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
393+ 36.39% |
$19.3K - $23.5K
|
1.47K
$102K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
372+ 1.87% |
$18.3K - $22.2K
|
20.3K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
371+ 0.34% |
$18.2K - $22.2K
|
109K
$7.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
370New |
$18.2K - $22.1K
|
370
$25.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
363+ 3.54% |
$17.8K - $21.7K
|
10.6K
$734K
|