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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
64+ 0.49% |
$3.96K - $5.18K
|
13.1K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
62+ 1.24% |
$3.84K - $5.01K
|
5.05K
$329K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
61+ 0.6% |
$3.78K - $4.93K
|
10.1K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61+ 0.77% |
$3.78K - $4.93K
|
8.02K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
61+ 0.34% |
$3.78K - $4.93K
|
18.2K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 0.71% |
$3.71K - $4.85K
|
8.54K
$557K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
59+ 1.54% |
$3.65K - $4.77K
|
3.9K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
57+ 1.43% |
$3.53K - $4.61K
|
4.05K
$264K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
57+ 0.48% |
$3.53K - $4.61K
|
11.9K
$774K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56+ 1.03% |
$3.47K - $4.53K
|
5.48K
$358K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
53+ 0.35% |
$3.28K - $4.29K
|
15.4K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
52+ 1.59% |
$3.22K - $4.21K
|
3.33K
$217K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 4.53% |
$3.16K - $4.12K
|
1.18K
$76.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
50+ 1.54% |
$3.1K - $4.04K
|
3.29K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50+ 1.36% |
$3.1K - $4.04K
|
3.73K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
47+ 0.48% |
$2.91K - $3.8K
|
9.83K
$641K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
46+ 100.0% |
$2.85K - $3.72K
|
92
$6K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
45+ 160.71% |
$2.79K - $3.64K
|
73
$4.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
45+ 0.54% |
$2.79K - $3.64K
|
8.33K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
44New |
$2.72K - $3.56K
|
44
$2.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
41+ 0.04% |
$2.54K - $3.32K
|
113K
$7.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.29% |
$2.35K - $3.07K
|
13.1K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.03% |
$2.35K - $3.07K
|
110K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
37+ 1.12% |
$2.29K - $2.99K
|
3.34K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$2.23K - $2.91K
|
36
$2.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
33+ 0.32% |
$2.04K - $2.67K
|
10.2K
$668K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
30+ 0.24% |
$1.86K - $2.43K
|
12.3K
$805K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
28+ 0.14% |
$1.73K - $2.26K
|
19.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28+ 0.52% |
$1.73K - $2.26K
|
5.4K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
26+ 0.23% |
$1.61K - $2.1K
|
11.2K
$727K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26+ 1.11% |
$1.61K - $2.1K
|
2.37K
$154K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
24+ 0.32% |
$1.49K - $1.94K
|
7.5K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.05% |
$1.49K - $1.94K
|
2.32K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
24+ 0.2% |
$1.49K - $1.94K
|
12.2K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.04% |
$1.42K - $1.86K
|
57.1K
$3.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
21+ 0.42% |
$1.3K - $1.7K
|
5.04K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 100.0% |
$1.24K - $1.62K
|
40
$2.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 12.84% |
$1.18K - $1.54K
|
167
$10.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
19+ 0.13% |
$1.18K - $1.54K
|
14.1K
$920K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
19New |
$1.18K - $1.54K
|
19
$1.24K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
16+ 0.33% |
$990 - $1.29K
|
4.82K
$314K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$990 - $1.29K
|
6.04K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
13+ 0.21% |
$805 - $1.05K
|
6.35K
$414K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$805 - $1.05K
|
4.88K
$318K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
13+ 0.74% |
$805 - $1.05K
|
1.77K
$115K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13New |
$805 - $1.05K
|
13
$848
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 27.66% |
$805 - $1.05K
|
60
$3.91K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$805 - $1.05K
|
13
$848
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
12+ 0.61% |
$743 - $971
|
1.97K
$129K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
12+ 1.02% |
$743 - $971
|
1.19K
$77.5K
|