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 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
496New |
$24.9K - $28.3K
|
496
$33.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
495+ 4.03% |
$24.9K - $28.3K
|
12.8K
$861K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
494+ 8.21% |
$24.8K - $28.2K
|
6.51K
$438K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
494+ 3.12% |
$24.8K - $28.2K
|
16.3K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
475New |
$23.9K - $27.1K
|
475
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 9.22% |
$23.9K - $27.1K
|
5.63K
$379K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469+ 7.17% |
$23.6K - $26.8K
|
7.01K
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
445+ 4.37% |
$22.4K - $25.4K
|
10.6K
$716K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
437+ 5.6% |
$22K - $25K
|
8.24K
$554K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
423+ 3.95% |
$21.3K - $24.2K
|
11.1K
$749K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
417+ 1.02% |
$21K - $23.8K
|
41.4K
$2.79M
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
410+ 0.69% |
$20.6K - $23.4K
|
60.3K
$4.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
409New |
$20.6K - $23.4K
|
409
$27.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 0.25% |
$20.1K - $22.9K
|
158K
$10.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
398+ 4.69% |
$20K - $22.7K
|
8.88K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
398+ 7.98% |
$20K - $22.7K
|
5.38K
$362K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
397+ 4.6% |
$20K - $22.7K
|
9.04K
$608K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
373New |
$18.8K - $21.3K
|
373
$25.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
370+ 4625.0% |
$18.6K - $21.1K
|
378
$25.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
368+ 5.48% |
$18.5K - $21K
|
7.09K
$477K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
368+ 2.39% |
$18.5K - $21K
|
15.7K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
367New |
$18.5K - $21K
|
367
$24.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
361+ 0.25% |
$18.2K - $20.6K
|
147K
$9.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
355+ 4.42% |
$17.9K - $20.3K
|
8.39K
$565K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
349+ 4.54% |
$17.6K - $19.9K
|
8.04K
$541K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
348+ 58.19% |
$17.5K - $19.9K
|
946
$63.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
331+ 4.82% |
$16.6K - $18.9K
|
7.2K
$484K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
323+ 14.05% |
$16.2K - $18.5K
|
2.62K
$176K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
320New |
$16.1K - $18.3K
|
320
$21.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
316+ 0.96% |
$15.9K - $18.1K
|
33.4K
$2.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
310+ 5.27% |
$15.6K - $17.7K
|
6.2K
$417K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
310+ 2.03% |
$15.6K - $17.7K
|
15.6K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
304+ 341.57% |
$15.3K - $17.4K
|
393
$26.4K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
300+ 0.61% |
$15.1K - $17.1K
|
49.3K
$3.32M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.56% |
$15.1K - $17.1K
|
54.3K
$3.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
300New |
$15.1K - $17.1K
|
300
$20.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
300+ 16.05% |
$15.1K - $17.1K
|
2.17K
$146K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
300+ 1.34% |
$15.1K - $17.1K
|
22.8K
$1.53M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.14% |
$15.1K - $17.1K
|
218K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
300+ 7.46% |
$15.1K - $17.1K
|
4.32K
$291K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
300New |
$15.1K - $17.1K
|
300
$20.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
294+ 3.57% |
$14.8K - $16.8K
|
8.53K
$574K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
288+ 1.56% |
$14.5K - $16.5K
|
18.7K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
275+ 2.82% |
$13.8K - $15.7K
|
10K
$676K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
272+ 0.3% |
$13.7K - $15.5K
|
90K
$6.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
271+ 3.89% |
$13.6K - $15.5K
|
7.23K
$487K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
254+ 111.89% |
$12.8K - $14.5K
|
481
$32.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
250New |
$12.6K - $14.3K
|
250
$16.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
250+ 13.62% |
$12.6K - $14.3K
|
2.09K
$140K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
245New |
$12.3K - $14K
|
245
$16.5K
|