Purchases and Sales Made in Q4 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2022. 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 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
65+ 1.12% |
$2.21K - $2.92K
|
5.88K
$410K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
58+ 0.15% |
$1.98K - $2.61K
|
38.7K
$2.69M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58+ 141.46% |
$1.98K - $2.61K
|
99
$6.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 37.5% |
$1.94K - $2.56K
|
209
$14.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
57+ 103.64% |
$1.94K - $2.56K
|
112
$7.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56+ 2.4% |
$1.91K - $2.52K
|
2.39K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
55New |
$1.87K - $2.47K
|
55
$3.83K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
52+ 0.3% |
$1.77K - $2.34K
|
17.3K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
51+ 0.39% |
$1.74K - $2.29K
|
13K
$905K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
49+ 0.05% |
$1.67K - $2.2K
|
104K
$7.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
45+ 2.14% |
$1.53K - $2.02K
|
2.14K
$149K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
40New |
$1.36K - $1.8K
|
40
$2.79K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
40+ 5.01% |
$1.36K - $1.8K
|
839
$58.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$1.26K - $1.66K
|
37
$2.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 6.09% |
$1.26K - $1.66K
|
645
$44.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
36+ 15.0% |
$1.23K - $1.62K
|
276
$19.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34+ 0.82% |
$1.16K - $1.53K
|
4.18K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
31New |
$1.06K - $1.39K
|
31
$2.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28New |
$954 - $1.26K
|
28
$1.95K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
25+ 0.42% |
$852 - $1.12K
|
5.96K
$415K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 0.61% |
$852 - $1.12K
|
4.09K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
25+ 0.11% |
$852 - $1.12K
|
22.3K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
21+ 0.03% |
$715 - $944
|
75.8K
$5.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 1.72% |
$715 - $944
|
1.24K
$86.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
17+ 0.22% |
$579 - $764
|
7.59K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
15+ 0.12% |
$511 - $674
|
13K
$909K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.26% |
$511 - $674
|
5.87K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
14+ 0.34% |
$477 - $629
|
4.14K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
11New |
$375 - $494
|
11
$766
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
10+ 0.16% |
$341 - $449
|
6.17K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$341 - $449
|
15.2K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 1.33% |
$307 - $404
|
686
$47.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
9+ 0.15% |
$307 - $404
|
6.09K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 0.08% |
$307 - $404
|
11.7K
$815K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
8+ 3.96% |
$272 - $359
|
210
$14.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.07% |
$238 - $315
|
9.74K
$678K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
6+ 15.79% |
$204 - $270
|
44
$3.07K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$204 - $270
|
5.79K
$404K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$170 - $225
|
9.34K
$651K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.19% |
$136 - $180
|
2.07K
$144K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.23% |
$136 - $180
|
1.73K
$120K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.23% |
$136 - $180
|
1.77K
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$136 - $180
|
4
$279
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.01% |
$102 - $135
|
29.3K
$2.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
3+ 1.0% |
$102 - $135
|
304
$21.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.02% |
$68.1 - $89.9
|
8.41K
$586K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.02% |
$68.1 - $89.9
|
8.43K
$587K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.38% |
$68.1 - $89.9
|
523
$36.4K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.01% |
$34.1 - $44.9
|
6.97K
$486K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$34.1 - $44.9
|
1.09K
$75.9K
|