Purchases and Sales Made in Q4 2021 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
242+ 2.75% |
$12.2K - $13.8K
|
9.06K
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
240+ 2.08% |
$12.1K - $13.7K
|
11.8K
$763K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
240+ 1.63% |
$12.1K - $13.7K
|
15K
$971K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
239+ 5.12% |
$12K - $13.7K
|
4.91K
$318K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
225+ 3.39% |
$11.3K - $12.9K
|
6.87K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
222New |
$11.2K - $12.7K
|
222
$14.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
222New |
$11.2K - $12.7K
|
222
$14.4K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
220New |
$11.1K - $12.6K
|
220
$14.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
220+ 3.35% |
$11.1K - $12.6K
|
6.78K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
215+ 0.45% |
$10.8K - $12.3K
|
47.6K
$3.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
212+ 1.6% |
$10.7K - $12.1K
|
13.4K
$870K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
204+ 5.09% |
$10.3K - $11.7K
|
4.21K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
200+ 1.28% |
$10.1K - $11.4K
|
15.8K
$1.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
197+ 3.37% |
$9.91K - $11.3K
|
6.04K
$391K
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
193+ 5.77% |
$9.71K - $11K
|
3.54K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
188+ 1.84% |
$9.46K - $10.7K
|
10.4K
$673K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
187+ 0.64% |
$9.41K - $10.7K
|
29.2K
$1.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
181+ 1.14% |
$9.1K - $10.3K
|
16.1K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
176+ 1.19% |
$8.85K - $10.1K
|
14.9K
$966K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
163+ 3.39% |
$8.2K - $9.32K
|
4.98K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
158New |
$7.95K - $9.03K
|
158
$10.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
157+ 0.56% |
$7.9K - $8.97K
|
28.2K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
150+ 0.66% |
$7.55K - $8.57K
|
23K
$1.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
137+ 1.87% |
$6.89K - $7.83K
|
7.46K
$484K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
134+ 2.03% |
$6.74K - $7.66K
|
6.75K
$437K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
132+ 0.38% |
$6.64K - $7.54K
|
35.2K
$2.28M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
128New |
$6.44K - $7.32K
|
128
$8.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
128New |
$6.44K - $7.32K
|
128
$8.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
127+ 1.63% |
$6.39K - $7.26K
|
7.92K
$513K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
126+ 2.61% |
$6.34K - $7.2K
|
4.96K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
125+ 5.8% |
$6.29K - $7.14K
|
2.28K
$148K
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
124+ 0.93% |
$6.24K - $7.09K
|
13.4K
$869K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
121+ 2.85% |
$6.09K - $6.92K
|
4.37K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
121+ 0.33% |
$6.09K - $6.92K
|
37K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
116+ 5.29% |
$5.83K - $6.63K
|
2.31K
$150K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
114+ 193.22% |
$5.73K - $6.52K
|
173
$11.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
110New |
$5.53K - $6.29K
|
110
$7.13K
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
109+ 2.43% |
$5.48K - $6.23K
|
4.6K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
107+ 1.11% |
$5.38K - $6.12K
|
9.78K
$634K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
106+ 8.08% |
$5.33K - $6.06K
|
1.42K
$91.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
104+ 0.62% |
$5.23K - $5.94K
|
16.8K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
103+ 9.2% |
$5.18K - $5.89K
|
1.22K
$79.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
101+ 1.98% |
$5.08K - $5.77K
|
5.19K
$336K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
100+ 5.0% |
$5.03K - $5.72K
|
2.1K
$136K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
99+ 0.73% |
$4.98K - $5.66K
|
13.7K
$886K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
96+ 35.29% |
$4.83K - $5.49K
|
368
$23.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
94+ 5.72% |
$4.73K - $5.37K
|
1.74K
$113K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
91+ 1.38% |
$4.58K - $5.2K
|
6.67K
$432K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
89+ 5.17% |
$4.48K - $5.09K
|
1.81K
$117K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
89+ 5.07% |
$4.48K - $5.09K
|
1.84K
$119K
|