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 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 5.83% |
$70.9K - $92.6K
|
20.8K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.14K+ 101.88% |
$70.6K - $92.2K
|
2.26K
$150K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 22.24% |
$69.8K - $91.2K
|
6.2K
$412K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 1.17% |
$67.4K - $88.1K
|
94.4K
$6.27M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.06K+ 1.17% |
$65.5K - $85.6K
|
91.2K
$6.06M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.04K+ 6.91% |
$64.4K - $84.1K
|
16.1K
$1.07M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.04K+ 9.83% |
$64.2K - $83.9K
|
11.6K
$769K
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.02K+ 19.22% |
$62.8K - $82.1K
|
6.3K
$418K
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 1.01% |
$62.3K - $81.4K
|
100K
$6.66M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 26.2% |
$62.3K - $81.4K
|
4.85K
$322K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
1K+ 125.31% |
$61.9K - $80.9K
|
1.8K
$119K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
997+ 0.87% |
$61.7K - $80.6K
|
115K
$7.67M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
973New |
$60.2K - $78.7K
|
973
$64.6K
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
973+ 30.0% |
$60.2K - $78.7K
|
4.22K
$280K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
956+ 20.91% |
$59.2K - $77.3K
|
5.53K
$367K
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
950+ 0.35% |
$58.8K - $76.8K
|
275K
$18.3M
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
936+ 0.25% |
$57.9K - $75.7K
|
374K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
929+ 4.01% |
$57.5K - $75.1K
|
24.1K
$1.6M
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
913+ 0.68% |
$56.5K - $73.8K
|
134K
$8.93M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
907+ 3.08% |
$56.1K - $73.4K
|
30.3K
$2.01M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
901New |
$55.8K - $72.9K
|
901
$59.9K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
898+ 64.37% |
$55.6K - $72.6K
|
2.29K
$152K
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
898+ 0.18% |
$55.6K - $72.6K
|
502K
$33.4M
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
883+ 0.47% |
$54.7K - $71.4K
|
190K
$12.6M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
855+ 10.93% |
$52.9K - $69.2K
|
8.68K
$576K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
816+ 2.66% |
$50.5K - $66K
|
31.5K
$2.09M
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
813+ 42.9% |
$50.3K - $65.8K
|
2.71K
$180K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
800New |
$49.5K - $64.7K
|
800
$53.1K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
794+ 0.61% |
$49.1K - $64.2K
|
130K
$8.63M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
794+ 11.24% |
$49.1K - $64.2K
|
7.86K
$522K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
791+ 1.12% |
$49K - $64K
|
71.6K
$4.76M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
743New |
$46K - $60.1K
|
743
$49.4K
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
725+ 21.4% |
$44.9K - $58.6K
|
4.11K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
723+ 3.18% |
$44.8K - $58.5K
|
23.5K
$1.56M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
717New |
$44.4K - $58K
|
717
$47.6K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
706+ 20.39% |
$43.7K - $57.1K
|
4.17K
$277K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
702+ 18.89% |
$43.5K - $56.8K
|
4.42K
$294K
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
702+ 3.15% |
$43.5K - $56.8K
|
23K
$1.53M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
697+ 13.85% |
$43.1K - $56.4K
|
5.73K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
675+ 2.63% |
$41.8K - $54.6K
|
26.3K
$1.75M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
659+ 19.21% |
$40.8K - $53.3K
|
4.09K
$272K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
657+ 12.17% |
$40.7K - $53.1K
|
6.06K
$402K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
645+ 4.39% |
$39.9K - $52.2K
|
15.3K
$1.02M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
643+ 2.28% |
$39.8K - $52K
|
28.8K
$1.92M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
640+ 7.36% |
$39.6K - $51.8K
|
9.34K
$620K
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
632+ 5.56% |
$39.1K - $51.1K
|
12K
$797K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
627+ 2.18% |
$38.8K - $50.7K
|
29.5K
$1.96M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
625New |
$38.7K - $50.6K
|
625
$41.5K
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
615+ 5.08% |
$38.1K - $49.7K
|
12.7K
$846K
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
604+ 2.43% |
$37.4K - $48.9K
|
25.4K
$1.69M
|