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 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.86K+ 8.4% |
$244K - $278K
|
62.7K
$4.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.84KNew |
$243K - $276K
|
4.84K
$325K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.81K+ 3.48% |
$242K - $275K
|
143K
$9.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.81KNew |
$242K - $275K
|
4.81K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
4.8KNew |
$241K - $274K
|
4.8K
$323K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
4.78KNew |
$240K - $273K
|
4.78K
$322K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$240K - $273K
|
4.77K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.74K+ 3.37% |
$238K - $271K
|
145K
$9.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.7K+ 10.84% |
$236K - $269K
|
48K
$3.23M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.68KNew |
$235K - $267K
|
4.68K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.64KNew |
$233K - $265K
|
4.64K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.62K+ 20.68% |
$232K - $264K
|
27K
$1.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
4.5KNew |
$226K - $257K
|
4.5K
$303K
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4.5K+ 1.95% |
$226K - $257K
|
235K
$15.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.47KNew |
$225K - $256K
|
4.47K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.38KNew |
$220K - $250K
|
4.38K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
BUY
|
- |
4.38KNew |
$220K - $250K
|
4.38K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.34K+ 9.35% |
$218K - $248K
|
50.8K
$3.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.27KNew |
$215K - $244K
|
4.27K
$287K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.27KNew |
$215K - $244K
|
4.27K
$287K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
4.24KNew |
$213K - $242K
|
4.24K
$285K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
4.23K+ 19.69% |
$213K - $242K
|
25.7K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.21KNew |
$212K - $240K
|
4.21K
$283K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.18K+ 16.51% |
$210K - $239K
|
29.5K
$1.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.15KNew |
$209K - $237K
|
4.15K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.15KNew |
$209K - $237K
|
4.15K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
4.05K+ 40.17% |
$204K - $231K
|
14.1K
$951K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.04KNew |
$203K - $231K
|
4.04K
$272K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.98KNew |
$200K - $227K
|
3.98K
$268K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
3.98KNew |
$200K - $227K
|
3.98K
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$200K - $227K
|
3.97K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
3.97K+ 1.22% |
$200K - $227K
|
330K
$22.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.96K+ 22.75% |
$199K - $226K
|
21.4K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.94KNew |
$198K - $225K
|
3.94K
$265K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.94K+ 2.73% |
$198K - $225K
|
148K
$9.98M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.93KNew |
$198K - $225K
|
3.93K
$265K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.89K+ 211.93% |
$196K - $222K
|
5.73K
$385K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
3.89KNew |
$195K - $222K
|
3.89K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.88KNew |
$195K - $222K
|
3.88K
$261K
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.83KNew |
$193K - $219K
|
3.83K
$258K
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
3.81KNew |
$191K - $218K
|
3.81K
$256K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.77KNew |
$190K - $216K
|
3.77K
$254K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
3.77KNew |
$189K - $215K
|
3.77K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.73KNew |
$187K - $213K
|
3.73K
$251K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.72KNew |
$187K - $213K
|
3.72K
$250K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.72KNew |
$187K - $213K
|
3.72K
$250K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.72KNew |
$187K - $212K
|
3.72K
$250K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
3.7KNew |
$186K - $211K
|
3.7K
$249K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.69KNew |
$186K - $211K
|
3.69K
$248K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.53K+ 18.2% |
$178K - $202K
|
22.9K
$1.54M
|