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 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
149+ 1.93% |
$9.22K - $12.1K
|
7.86K
$597K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
144+ 2.23% |
$8.91K - $11.6K
|
6.61K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
137+ 2.32% |
$8.48K - $11.1K
|
6.03K
$458K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
136+ 2.18% |
$8.42K - $11K
|
6.37K
$484K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
135+ 42.86% |
$8.36K - $10.9K
|
450
$34.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 2.12% |
$8.29K - $10.8K
|
6.45K
$489K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
131+ 1.68% |
$8.11K - $10.6K
|
7.95K
$603K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
125+ 2.36% |
$7.74K - $10.1K
|
5.43K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 3.72% |
$7.61K - $9.95K
|
3.43K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
123+ 0.43% |
$7.61K - $9.95K
|
28.6K
$2.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 34.09% |
$7.43K - $9.71K
|
472
$35.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
115+ 0.67% |
$7.12K - $9.3K
|
17.2K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
114+ 87.02% |
$7.06K - $9.22K
|
245
$18.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
113+ 5.12% |
$6.99K - $9.14K
|
2.32K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
113+ 3.5% |
$6.99K - $9.14K
|
3.34K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
112+ 44.8% |
$6.93K - $9.06K
|
362
$27.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
111+ 2.7% |
$6.87K - $8.98K
|
4.22K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
111+ 3.09% |
$6.87K - $8.98K
|
3.7K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
106+ 0.9% |
$6.56K - $8.57K
|
11.9K
$903K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
104+ 0.28% |
$6.44K - $8.41K
|
36.9K
$2.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
104+ 0.69% |
$6.44K - $8.41K
|
15.1K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
104+ 5.0% |
$6.44K - $8.41K
|
2.18K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
101+ 2.98% |
$6.25K - $8.17K
|
3.49K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
101New |
$6.25K - $8.17K
|
101
$7.66K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 12.42% |
$6.19K - $8.09K
|
905
$68.7K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.22% |
$6.19K - $8.09K
|
46.3K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
100+ 1.28% |
$6.19K - $8.09K
|
7.89K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
98+ 31.11% |
$6.07K - $7.93K
|
413
$31.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 2.54% |
$6.07K - $7.93K
|
3.96K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 2.15% |
$5.94K - $7.76K
|
4.55K
$346K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
96New |
$5.94K - $7.76K
|
96
$7.29K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
95+ 3.66% |
$5.88K - $7.68K
|
2.69K
$204K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
94+ 2.64% |
$5.82K - $7.6K
|
3.66K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
93+ 2.29% |
$5.76K - $7.52K
|
4.15K
$315K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
90+ 2.27% |
$5.57K - $7.28K
|
4.06K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
90+ 0.45% |
$5.57K - $7.28K
|
20.2K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 1.57% |
$5.51K - $7.2K
|
5.74K
$436K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 2.72% |
$5.39K - $7.04K
|
3.29K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
87New |
$5.39K - $7.04K
|
87
$6.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
86+ 1.29% |
$5.32K - $6.96K
|
6.74K
$511K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
86+ 98.85% |
$5.32K - $6.96K
|
173
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
85+ 0.1% |
$5.26K - $6.87K
|
82.7K
$6.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
82+ 0.14% |
$5.08K - $6.63K
|
59.5K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
81+ 0.68% |
$5.01K - $6.55K
|
12.1K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
80+ 2.24% |
$4.95K - $6.47K
|
3.65K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
79+ 0.07% |
$4.89K - $6.39K
|
116K
$8.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
77+ 0.61% |
$4.77K - $6.23K
|
12.6K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
76+ 0.91% |
$4.7K - $6.15K
|
8.47K
$643K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75+ 24.04% |
$4.64K - $6.07K
|
387
$29.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
75+ 0.87% |
$4.64K - $6.07K
|
8.66K
$657K
|