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 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.2% |
$201 - $229
|
1.99K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.02% |
$151 - $171
|
13.8K
$896K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.36% |
$151 - $171
|
833
$54K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.18% |
$151 - $171
|
1.71K
$111K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$151 - $171
|
5.55K
$360K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3New |
$151 - $171
|
3
$194
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.01% |
$101 - $114
|
19K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2+ 0.04% |
$101 - $114
|
4.74K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$101 - $114
|
5.89K
$382K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.01% |
$50.3 - $57.2
|
7.1K
$460K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$50.3 - $57.2
|
344
$22.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$50.3 - $57.2
|
350
$22.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.02% |
$50.3 - $57.2
|
6.21K
$402K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.32% |
$50.3 - $57.2
|
315
$20.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.06% |
$50.3 - $57.2
|
1.82K
$118K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$50.3 - $57.2
|
5.96K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$50.3 - $57.2
|
16.7K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.29% |
$50.3 - $57.2
|
346
$22.4K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.19% |
$50.3 - $57.2
|
516
$33.4K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2Closed |
$101 - $114
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-7- 0.05% |
$352 - $400
|
13.4K
$869K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9- 0.82% |
$453 - $514
|
1.09K
$70.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-9- 0.2% |
$453 - $514
|
4.45K
$288K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.06% |
$503 - $572
|
17.5K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-10- 0.24% |
$503 - $572
|
4.12K
$267K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-12- 0.78% |
$604 - $686
|
1.53K
$99.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13- 0.17% |
$654 - $743
|
7.79K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 0.37% |
$805 - $914
|
4.28K
$278K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-17- 1.69% |
$855 - $972
|
988
$64K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-17- 0.1% |
$855 - $972
|
16.2K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-18- 0.41% |
$905 - $1.03K
|
4.39K
$284K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-18- 0.36% |
$905 - $1.03K
|
4.97K
$322K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-19- 0.11% |
$956 - $1.09K
|
17.7K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 10.7% |
$1.01K - $1.14K
|
167
$10.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-20- 0.14% |
$1.01K - $1.14K
|
13.8K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-22- 0.36% |
$1.11K - $1.26K
|
6.14K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-22- 3.24% |
$1.11K - $1.26K
|
657
$42.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-23Closed |
$1.16K - $1.31K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-23- 0.1% |
$1.16K - $1.31K
|
23.2K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-25- 0.05% |
$1.26K - $1.43K
|
54.4K
$3.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-26- 0.45% |
$1.31K - $1.49K
|
5.71K
$370K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-27- 0.39% |
$1.36K - $1.54K
|
6.94K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-31- 0.35% |
$1.56K - $1.77K
|
8.86K
$574K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-32- 0.22% |
$1.61K - $1.83K
|
14.5K
$942K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-34- 40.48% |
$1.71K - $1.94K
|
50
$3.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-34- 0.24% |
$1.71K - $1.94K
|
13.9K
$899K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-34- 0.22% |
$1.71K - $1.94K
|
15.7K
$1.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-35- 0.25% |
$1.76K - $2K
|
13.9K
$900K
|