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 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-482- 3.45% |
$29.8K - $39K
|
13.5K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-491- 4.66% |
$30.4K - $39.7K
|
10K
$762K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-500- 2.67% |
$31K - $40.4K
|
18.2K
$1.38M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-501- 1.02% |
$31K - $40.5K
|
48.6K
$3.69M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-513- 19.41% |
$31.8K - $41.5K
|
2.13K
$162K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-551- 0.56% |
$34.1K - $44.6K
|
97.9K
$7.43M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-564- 7.8% |
$34.9K - $45.6K
|
6.67K
$506K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-570- 1.26% |
$35.3K - $46.1K
|
44.6K
$3.38M
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-583- 23.53% |
$36.1K - $47.2K
|
1.9K
$144K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-590- 1.22% |
$36.5K - $47.7K
|
47.9K
$3.63M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-593- 14.82% |
$36.7K - $48K
|
3.41K
$259K
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-594- 1.68% |
$36.8K - $48K
|
34.8K
$2.64M
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-600- 22.14% |
$37.1K - $48.5K
|
2.11K
$160K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-607- 8.31% |
$37.6K - $49.1K
|
6.7K
$508K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-609- 12.52% |
$37.7K - $49.3K
|
4.25K
$323K
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-609- 14.11% |
$37.7K - $49.3K
|
3.71K
$281K
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-611- 15.28% |
$37.8K - $49.4K
|
3.39K
$257K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-655- 3.12% |
$40.5K - $53K
|
20.3K
$1.54M
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-675- 12.46% |
$41.8K - $54.6K
|
4.74K
$360K
|
|
Nov 14, 2024
Q3 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-675- 1.19% |
$41.8K - $54.6K
|
56.1K
$4.25M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-680- 46.1% |
$42.1K - $55K
|
795
$60.3K
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-688- 2.76% |
$42.6K - $55.6K
|
24.2K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-706- 14.18% |
$43.7K - $57.1K
|
4.27K
$324K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-722- 6.82% |
$44.7K - $58.4K
|
9.87K
$749K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-724- 10.9% |
$44.8K - $58.6K
|
5.92K
$449K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-735- 3.84% |
$45.5K - $59.4K
|
18.4K
$1.4M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-736- 16.01% |
$45.6K - $59.5K
|
3.86K
$293K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-743- 1.57% |
$46K - $60.1K
|
46.5K
$3.53M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-745- 0.66% |
$46.1K - $60.3K
|
113K
$8.54M
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-773- 1.44% |
$47.8K - $62.5K
|
52.9K
$4.02M
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-774- 3.45% |
$47.9K - $62.6K
|
21.7K
$1.65M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-779- 5.39% |
$48.2K - $63K
|
13.7K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-800- 0.2% |
$49.5K - $64.7K
|
409K
$31M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-807- 0.94% |
$50K - $65.3K
|
84.7K
$6.43M
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-847- 22.03% |
$52.4K - $68.5K
|
3K
$227K
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-860- 10.58% |
$53.2K - $69.6K
|
7.27K
$551K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-865- 51.95% |
$53.5K - $70K
|
800
$60.7K
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.39% |
$55.7K - $72.8K
|
229K
$17.4M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-902- 17.44% |
$55.8K - $73K
|
4.27K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-906- 0.65% |
$56.1K - $73.3K
|
138K
$10.4M
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-945- 8.8% |
$58.5K - $76.4K
|
9.79K
$743K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-950- 40.84% |
$58.8K - $76.8K
|
1.38K
$104K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-955- 1.29% |
$59.1K - $77.2K
|
72.8K
$5.53M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-971- 1.53% |
$60.1K - $78.5K
|
62.6K
$4.75M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-977- 2.09% |
$60.5K - $79K
|
45.8K
$3.47M
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-983- 3.22% |
$60.8K - $79.5K
|
29.5K
$2.24M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-997- 15.69% |
$61.7K - $80.6K
|
5.36K
$406K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 27.76% |
$61.9K - $80.9K
|
2.6K
$197K
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.04K- 5.41% |
$64.2K - $83.9K
|
18.1K
$1.38M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.22% |
$66.5K - $86.9K
|
6.48K
$492K
|