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 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
84New |
$4.23K - $4.8K
|
84
$5.52K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
78+ 0.84% |
$3.92K - $4.46K
|
9.35K
$614K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
76+ 1.3% |
$3.82K - $4.34K
|
5.92K
$389K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
75+ 0.85% |
$3.77K - $4.29K
|
8.88K
$583K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
75+ 1.88% |
$3.77K - $4.29K
|
4.07K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
72+ 0.72% |
$3.62K - $4.11K
|
10K
$659K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
70New |
$3.52K - $4K
|
70
$4.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
69+ 0.24% |
$3.47K - $3.94K
|
28.5K
$1.87M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
64+ 0.52% |
$3.22K - $3.66K
|
12.3K
$811K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
61New |
$3.07K - $3.49K
|
61
$4.01K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 13.39% |
$3.02K - $3.43K
|
508
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
58+ 69.05% |
$2.92K - $3.31K
|
142
$9.33K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
56+ 13.24% |
$2.82K - $3.2K
|
479
$31.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
51+ 8.31% |
$2.57K - $2.91K
|
665
$43.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
50+ 2.5% |
$2.52K - $2.86K
|
2.05K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50+ 2.71% |
$2.52K - $2.86K
|
1.9K
$125K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50New |
$2.52K - $2.86K
|
50
$3.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49+ 0.81% |
$2.46K - $2.8K
|
6.1K
$401K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
48New |
$2.41K - $2.74K
|
48
$3.16K
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
45+ 0.07% |
$2.26K - $2.57K
|
66.4K
$4.37M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 0.5% |
$2.26K - $2.57K
|
8.98K
$591K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
44+ 1.05% |
$2.21K - $2.51K
|
4.24K
$278K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
42+ 0.92% |
$2.11K - $2.4K
|
4.62K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
40+ 0.34% |
$2.01K - $2.29K
|
11.8K
$773K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
35+ 0.75% |
$1.76K - $2K
|
4.71K
$310K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
34+ 0.03% |
$1.71K - $1.94K
|
109K
$7.15M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
34+ 0.47% |
$1.71K - $1.94K
|
7.24K
$476K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.85% |
$1.71K - $1.94K
|
4.05K
$266K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33New |
$1.66K - $1.89K
|
33
$2.17K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31+ 0.74% |
$1.56K - $1.77K
|
4.23K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
31New |
$1.56K - $1.77K
|
31
$2.04K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
28+ 4.05% |
$1.41K - $1.6K
|
719
$47.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
27+ 0.16% |
$1.36K - $1.54K
|
16.5K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.39% |
$1.26K - $1.43K
|
1.82K
$120K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
25+ 1.89% |
$1.26K - $1.43K
|
1.35K
$88.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
24New |
$1.21K - $1.37K
|
24
$1.58K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23+ 0.45% |
$1.16K - $1.31K
|
5.12K
$337K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
16+ 2.06% |
$805 - $914
|
792
$52.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16+ 0.08% |
$805 - $914
|
18.9K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
13New |
$654 - $743
|
13
$854
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
9+ 0.07% |
$453 - $514
|
13.1K
$859K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$402 - $457
|
4.89K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.04% |
$402 - $457
|
22.7K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
7+ 0.12% |
$352 - $400
|
5.62K
$369K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7New |
$352 - $400
|
7
$460
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7+ 0.14% |
$352 - $400
|
5.03K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7New |
$352 - $400
|
7
$460
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.17% |
$352 - $400
|
4.05K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
6New |
$302 - $343
|
6
$394
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5+ 0.03% |
$252 - $286
|
15.9K
$1.04M
|