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 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.07% |
$248 - $324
|
5.36K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-4- 0.06% |
$248 - $324
|
6.61K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4- 0.03% |
$248 - $324
|
14.9K
$986K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-5- -0.0% |
$310 - $404
|
467K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6- 0.14% |
$371 - $485
|
4.22K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.13% |
$433 - $566
|
5.27K
$347K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7- 0.14% |
$433 - $566
|
5.13K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7- 0.19% |
$433 - $566
|
3.66K
$242K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 0.27% |
$495 - $647
|
3.01K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11- 0.34% |
$681 - $890
|
3.21K
$212K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-11- 0.13% |
$681 - $890
|
8.76K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12- 0.32% |
$743 - $971
|
3.7K
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 0.57% |
$805 - $1.05K
|
2.27K
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-13- 0.15% |
$805 - $1.05K
|
8.78K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-13- 7.43% |
$805 - $1.05K
|
162
$10.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16- 2.6% |
$990 - $1.29K
|
600
$39.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-16- 0.05% |
$990 - $1.29K
|
33K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-17- 0.29% |
$1.05K - $1.37K
|
5.81K
$383K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-19- 3.74% |
$1.18K - $1.54K
|
489
$32.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 0.35% |
$1.18K - $1.54K
|
5.41K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.66% |
$1.24K - $1.62K
|
3.02K
$199K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-21- 0.28% |
$1.3K - $1.7K
|
7.39K
$488K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-22- 0.37% |
$1.36K - $1.78K
|
5.86K
$387K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-22- 1.1% |
$1.36K - $1.78K
|
1.97K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-23- 26.14% |
$1.42K - $1.86K
|
65
$4.29K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 5.1% |
$1.61K - $2.1K
|
484
$31.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-26- 0.25% |
$1.61K - $2.1K
|
10.2K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-29- 2.19% |
$1.8K - $2.35K
|
1.3K
$85.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-29- 0.54% |
$1.8K - $2.35K
|
5.3K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-29- 0.24% |
$1.8K - $2.35K
|
12.3K
$812K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-30- 1.77% |
$1.86K - $2.43K
|
1.67K
$110K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-30- 0.93% |
$1.86K - $2.43K
|
3.21K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30- 2.4% |
$1.86K - $2.43K
|
1.22K
$80.4K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-32- 0.24% |
$1.98K - $2.59K
|
13.5K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-32- 0.09% |
$1.98K - $2.59K
|
34.7K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-33- 0.55% |
$2.04K - $2.67K
|
5.95K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-33- 0.82% |
$2.04K - $2.67K
|
4K
$264K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-34- 1.04% |
$2.1K - $2.75K
|
3.23K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-34- 0.23% |
$2.1K - $2.75K
|
14.4K
$953K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 2.13% |
$2.17K - $2.83K
|
1.61K
$106K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-35- 1.08% |
$2.17K - $2.83K
|
3.21K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-35- 5.62% |
$2.17K - $2.83K
|
588
$38.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-36- 0.28% |
$2.23K - $2.91K
|
13K
$858K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-38- 0.73% |
$2.35K - $3.07K
|
5.2K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-39- 0.09% |
$2.41K - $3.15K
|
41.4K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.13% |
$2.41K - $3.15K
|
3.43K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-40- 0.4% |
$2.48K - $3.24K
|
9.84K
$649K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-40- 0.66% |
$2.48K - $3.24K
|
5.98K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-40- 0.14% |
$2.48K - $3.24K
|
28.1K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-45- 0.11% |
$2.79K - $3.64K
|
41.1K
$2.71M
|