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 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.02KNew |
$187K - $244K
|
3.02K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.01KNew |
$186K - $243K
|
3.01K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.01K+ 18.99% |
$186K - $243K
|
18.8K
$1.25M
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$199K
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.99KNew |
$185K - $242K
|
2.99K
$199K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.99KNew |
$185K - $242K
|
2.99K
$199K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.98K+ 9.11% |
$185K - $241K
|
35.7K
$2.37M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.97KNew |
$184K - $240K
|
2.97K
$197K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.96KNew |
$183K - $240K
|
2.96K
$197K
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.95KNew |
$183K - $239K
|
2.95K
$196K
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.95KNew |
$183K - $239K
|
2.95K
$196K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.94KNew |
$182K - $238K
|
2.94K
$196K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.94K+ 33.84% |
$182K - $238K
|
11.6K
$773K
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2.94KNew |
$182K - $238K
|
2.94K
$195K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.93KNew |
$181K - $237K
|
2.93K
$194K
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.92KNew |
$181K - $236K
|
2.92K
$194K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.92KNew |
$180K - $236K
|
2.92K
$194K
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.9KNew |
$180K - $235K
|
2.9K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.9K+ 2.97% |
$179K - $234K
|
100K
$6.67M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87KNew |
$178K - $232K
|
2.87K
$191K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$177K - $231K
|
2.85K
$189K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.84KNew |
$176K - $230K
|
2.84K
$189K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.84KNew |
$176K - $230K
|
2.84K
$189K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.83K+ 4.39% |
$175K - $229K
|
67.3K
$4.47M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.83KNew |
$175K - $229K
|
2.83K
$188K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.82KNew |
$175K - $228K
|
2.82K
$187K
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.81KNew |
$174K - $227K
|
2.81K
$187K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.81KNew |
$174K - $227K
|
2.81K
$186K
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.8KNew |
$173K - $227K
|
2.8K
$186K
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$173K - $226K
|
2.8K
$186K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$173K - $226K
|
2.79K
$185K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.79KNew |
$173K - $226K
|
2.79K
$185K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
2.79KNew |
$173K - $225K
|
2.79K
$185K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.79KNew |
$172K - $225K
|
2.79K
$185K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.76KNew |
$171K - $223K
|
2.76K
$183K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.76K+ 25.69% |
$171K - $223K
|
13.5K
$896K
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.75KNew |
$170K - $223K
|
2.75K
$183K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.74KNew |
$170K - $222K
|
2.74K
$182K
|
|
Nov 14, 2024
Q3 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.74KNew |
$170K - $222K
|
2.74K
$182K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.74KNew |
$169K - $221K
|
2.74K
$182K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.73KNew |
$169K - $220K
|
2.73K
$181K
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$180K
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$180K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$180K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$180K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$180K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.7KNew |
$167K - $218K
|
2.7K
$179K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.69KNew |
$167K - $218K
|
2.69K
$179K
|