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
|
Meeder Asset Management Inc
|
SELL
|
- |
-321- 69.03% |
$19.9K - $26K
|
144
$9.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-323- 13.18% |
$20K - $26.1K
|
2.13K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-329- 5.21% |
$20.4K - $26.6K
|
5.99K
$395K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-335- 3.91% |
$20.7K - $27.1K
|
8.24K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-344- 3.01% |
$21.3K - $27.8K
|
11.1K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-344- 7.43% |
$21.3K - $27.8K
|
4.29K
$283K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-347- 5.47% |
$21.5K - $28.1K
|
6K
$396K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-350- 12.94% |
$21.7K - $28.3K
|
2.35K
$155K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-353- 1.22% |
$21.9K - $28.6K
|
28.6K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-356- 0.95% |
$22K - $28.8K
|
37.2K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-361- 10.7% |
$22.3K - $29.2K
|
3.01K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-371- 2.58% |
$23K - $30K
|
14K
$924K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-381- 0.95% |
$23.6K - $30.8K
|
39.9K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-381- 51.35% |
$23.6K - $30.8K
|
361
$23.8K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-382- 46.36% |
$23.6K - $30.9K
|
442
$29.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-386- 0.52% |
$23.9K - $31.2K
|
73.9K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-391- 3.79% |
$24.2K - $31.6K
|
9.92K
$654K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 3.99% |
$24.8K - $32.4K
|
9.61K
$634K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-400- 1.68% |
$24.8K - $32.4K
|
23.4K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-400- 44.3% |
$24.8K - $32.4K
|
503
$33.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-400- 6.78% |
$24.8K - $32.4K
|
5.5K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-400- 5.0% |
$24.8K - $32.4K
|
7.61K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-410- 11.85% |
$25.4K - $33.2K
|
3.05K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-416- 15.73% |
$25.8K - $33.6K
|
2.23K
$147K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-417- 4.19% |
$25.8K - $33.7K
|
9.54K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-426- 11.45% |
$26.4K - $34.5K
|
3.29K
$217K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-430- 1.88% |
$26.6K - $34.8K
|
22.4K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-431- 10.2% |
$26.7K - $34.9K
|
3.8K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-431- 2.91% |
$26.7K - $34.9K
|
14.4K
$949K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-434- 0.24% |
$26.9K - $35.1K
|
184K
$12.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-435- 0.34% |
$26.9K - $35.2K
|
126K
$8.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-439- 1.08% |
$27.2K - $35.5K
|
40.3K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-456- 9.95% |
$28.2K - $36.9K
|
4.13K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-465- 2.63% |
$28.8K - $37.6K
|
17.2K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-466- 8.47% |
$28.8K - $37.7K
|
5.03K
$332K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-477- 4.97% |
$29.5K - $38.6K
|
9.13K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-480- 0.88% |
$29.7K - $38.8K
|
54.3K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-482- 3.45% |
$29.8K - $39K
|
13.5K
$890K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-491- 4.66% |
$30.4K - $39.7K
|
10K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-500- 2.67% |
$31K - $40.4K
|
18.2K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-501- 1.02% |
$31K - $40.5K
|
48.6K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-513- 19.41% |
$31.8K - $41.5K
|
2.13K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-551- 0.56% |
$34.1K - $44.6K
|
97.9K
$6.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-564- 7.8% |
$34.9K - $45.6K
|
6.67K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-570- 1.26% |
$35.3K - $46.1K
|
44.6K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-583- 23.53% |
$36.1K - $47.2K
|
1.9K
$125K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-590- 1.22% |
$36.5K - $47.7K
|
47.9K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-593- 14.82% |
$36.7K - $48K
|
3.41K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-594- 1.68% |
$36.8K - $48K
|
34.8K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-600- 22.14% |
$37.1K - $48.5K
|
2.11K
$139K
|