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 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
363+ 3.54% |
$17.8K - $21.7K
|
10.6K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
355+ 8.19% |
$17.4K - $21.2K
|
4.69K
$356K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
350+ 6.65% |
$17.2K - $20.9K
|
5.61K
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
347+ 0.21% |
$17K - $20.8K
|
162K
$12.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
343+ 12.06% |
$16.8K - $20.5K
|
3.19K
$242K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
336+ 0.72% |
$16.5K - $20.1K
|
46.9K
$3.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
333+ 3.61% |
$16.3K - $19.9K
|
9.57K
$726K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
326+ 3.28% |
$16K - $19.5K
|
10.3K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
323+ 19.85% |
$15.8K - $19.3K
|
1.95K
$148K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
319+ 2.2% |
$15.7K - $19.1K
|
14.8K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
318+ 0.95% |
$15.6K - $19K
|
33.8K
$2.56M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
310+ 4.81% |
$15.2K - $18.5K
|
6.76K
$513K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
300+ 6.08% |
$14.7K - $17.9K
|
5.24K
$397K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.58% |
$14.7K - $17.9K
|
51.9K
$3.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
300+ 36.41% |
$14.7K - $17.9K
|
1.12K
$85.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300+ 0.91% |
$14.7K - $17.9K
|
33.2K
$2.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
298+ 4.25% |
$14.6K - $17.8K
|
7.32K
$555K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
298+ 24.61% |
$14.6K - $17.8K
|
1.51K
$115K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
294+ 6.09% |
$14.4K - $17.6K
|
5.12K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
288+ 3.09% |
$14.1K - $17.2K
|
9.6K
$728K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
287+ 41.24% |
$14.1K - $17.2K
|
983
$74.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
287+ 5.47% |
$14.1K - $17.2K
|
5.53K
$420K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
287+ 3.39% |
$14.1K - $17.2K
|
8.76K
$665K
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
287+ 1.72% |
$14.1K - $17.2K
|
16.9K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
278+ 1.69% |
$13.6K - $16.6K
|
16.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
276+ 1.69% |
$13.5K - $16.5K
|
16.6K
$1.26M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
276+ 1.69% |
$13.5K - $16.5K
|
16.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
273+ 0.43% |
$13.4K - $16.3K
|
64.1K
$4.86M
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
270+ 0.48% |
$13.2K - $16.1K
|
56.5K
$4.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
260+ 5.64% |
$12.8K - $15.5K
|
4.87K
$370K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
260+ 0.34% |
$12.8K - $15.5K
|
76.1K
$5.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
238+ 1487.5% |
$11.7K - $14.2K
|
254
$19.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
224+ 3.34% |
$11K - $13.4K
|
6.94K
$527K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
221+ 76.21% |
$10.8K - $13.2K
|
511
$38.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
219+ 180.99% |
$10.7K - $13.1K
|
340
$25.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
219+ 3.09% |
$10.7K - $13.1K
|
7.3K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
216+ 0.99% |
$10.6K - $12.9K
|
21.9K
$1.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
207+ 3.26% |
$10.2K - $12.4K
|
6.55K
$497K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
201+ 2.19% |
$9.86K - $12K
|
9.4K
$713K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200+ 16.0% |
$9.81K - $12K
|
1.45K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200+ 44.44% |
$9.81K - $12K
|
650
$49.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
197+ 1.26% |
$9.67K - $11.8K
|
15.9K
$1.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
191+ 1.72% |
$9.37K - $11.4K
|
11.3K
$858K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
191+ 2.73% |
$9.37K - $11.4K
|
7.19K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
189+ 1.46% |
$9.27K - $11.3K
|
13.1K
$994K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
185+ 0.5% |
$9.08K - $11.1K
|
36.9K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
180New |
$8.83K - $10.8K
|
180
$13.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
177+ 1.53% |
$8.69K - $10.6K
|
11.7K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
173+ 1.61% |
$8.49K - $10.3K
|
10.9K
$828K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
171+ 3.91% |
$8.39K - $10.2K
|
4.55K
$345K
|