Purchases and Sales Made in Q3 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q3 2024. 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 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
300+ 1.05% |
$18.6K - $24.3K
|
29K
$1.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
297+ 1.41% |
$18.4K - $24K
|
21.4K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
294+ 4.26% |
$18.2K - $23.8K
|
7.2K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
291+ 7.37% |
$18K - $23.5K
|
4.24K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
289+ 2.42% |
$17.9K - $23.4K
|
12.2K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288+ 1.01% |
$17.8K - $23.3K
|
28.8K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
276+ 67.15% |
$17.1K - $22.3K
|
687
$44.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
266+ 8.18% |
$16.5K - $21.5K
|
3.52K
$229K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
256+ 1.12% |
$15.8K - $20.7K
|
23.2K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
248+ 1.92% |
$15.4K - $20.1K
|
13.2K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
231+ 3.64% |
$14.3K - $18.7K
|
6.57K
$429K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
231+ 7.09% |
$14.3K - $18.7K
|
3.49K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
230+ 6.39% |
$14.2K - $18.6K
|
3.83K
$250K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 5.65% |
$13.9K - $18.2K
|
4.21K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
225+ 1.72% |
$13.9K - $18.2K
|
13.3K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
225+ 34.78% |
$13.9K - $18.2K
|
872
$56.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
220+ 1.03% |
$13.6K - $17.8K
|
21.5K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
218+ 1.72% |
$13.5K - $17.6K
|
12.9K
$839K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
216+ 4.33% |
$13.4K - $17.5K
|
5.21K
$339K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
215+ 2.16% |
$13.3K - $17.4K
|
10.2K
$663K
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
212+ 4.28% |
$13.1K - $17.1K
|
5.16K
$337K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
211+ 2.63% |
$13.1K - $17.1K
|
8.25K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
206+ 1.59% |
$12.8K - $16.7K
|
13.2K
$858K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
206+ 2.1% |
$12.8K - $16.7K
|
10K
$654K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
202+ 2.44% |
$12.5K - $16.3K
|
8.47K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
200+ 1.68% |
$12.4K - $16.2K
|
12.1K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$12.4K - $16.2K
|
200
$13K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
180+ 3.38% |
$11.1K - $14.6K
|
5.5K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 1.48% |
$11.1K - $14.5K
|
12.2K
$798K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
177+ 1.45% |
$11K - $14.3K
|
12.3K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
169+ 3.75% |
$10.5K - $13.7K
|
4.68K
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
165+ 1.5% |
$10.2K - $13.3K
|
11.1K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
164+ 4.39% |
$10.2K - $13.3K
|
3.9K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
163+ 2.9% |
$10.1K - $13.2K
|
5.78K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
162+ 0.48% |
$10K - $13.1K
|
33.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
161+ 2.78% |
$9.97K - $13K
|
5.95K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
159+ 1.32% |
$9.84K - $12.9K
|
12.2K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
150+ 1.66% |
$9.29K - $12.1K
|
9.21K
$600K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
150+ 4.94% |
$9.29K - $12.1K
|
3.19K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
150+ 1.62% |
$9.29K - $12.1K
|
9.44K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
150+ 1.23% |
$9.29K - $12.1K
|
12.3K
$803K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
149+ 1.93% |
$9.22K - $12.1K
|
7.86K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
144+ 2.23% |
$8.91K - $11.6K
|
6.61K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137+ 2.32% |
$8.48K - $11.1K
|
6.03K
$393K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
136+ 2.18% |
$8.42K - $11K
|
6.37K
$416K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
135+ 42.86% |
$8.36K - $10.9K
|
450
$29.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 2.12% |
$8.29K - $10.8K
|
6.45K
$421K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
131+ 1.68% |
$8.11K - $10.6K
|
7.95K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
125+ 2.36% |
$7.74K - $10.1K
|
5.43K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 3.72% |
$7.61K - $9.95K
|
3.43K
$224K
|