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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.42% |
$34.1 - $44.9
|
239
$16.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.35% |
$34.1 - $44.9
|
287
$20K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$34.1 - $44.9
|
1.33K
$92.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$34.1 - $44.9
|
6.37K
$444K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 4.17% |
$34.1 - $44.9
|
25
$1.74K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.08% |
$34.1 - $44.9
|
1.29K
$89.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$34.1 - $44.9
|
2.23K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$34.1 - $44.9
|
5.34K
$372K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$34.1 - $44.9
|
11.2K
$777K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1+ 0.02% |
$34.1 - $44.9
|
6.66K
$464K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.8% |
$34.1 - $44.9
|
126
$8.78K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.08% |
$102 - $135
|
3.91K
$272K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 0.12% |
$102 - $135
|
2.45K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.06% |
$136 - $180
|
6.37K
$444K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-5- -0.0% |
$170 - $225
|
110K
$7.66M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-5- 0.05% |
$170 - $225
|
10.7K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6- 0.08% |
$204 - $270
|
7.24K
$504K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-8- 0.71% |
$272 - $359
|
1.11K
$77.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 0.59% |
$307 - $404
|
1.52K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 6.9% |
$341 - $449
|
135
$9.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11- 0.13% |
$375 - $494
|
8.26K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 0.45% |
$409 - $539
|
2.66K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-16- 0.25% |
$545 - $719
|
6.28K
$438K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-17- 0.88% |
$579 - $764
|
1.92K
$133K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-17- 1.73% |
$579 - $764
|
965
$67.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-18- 32.73% |
$613 - $809
|
37
$2.58K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-19- 0.26% |
$647 - $854
|
7.35K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-20- 1.73% |
$681 - $899
|
1.13K
$78.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-25- 0.22% |
$852 - $1.12K
|
11.5K
$803K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-26- 0.44% |
$886 - $1.17K
|
5.83K
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27- 7.56% |
$920 - $1.21K
|
330
$23K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-27- 4.65% |
$920 - $1.21K
|
554
$38.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-28- 0.22% |
$954 - $1.26K
|
12.8K
$892K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28- 7.49% |
$954 - $1.26K
|
346
$24.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-29- 3.49% |
$988 - $1.3K
|
803
$55.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 0.44% |
$988 - $1.3K
|
6.58K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-29- 22.48% |
$988 - $1.3K
|
100
$6.97K
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-30- 0.36% |
$1.02K - $1.35K
|
8.25K
$575K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 4.83% |
$1.09K - $1.44K
|
630
$43.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35- 1.45% |
$1.19K - $1.57K
|
2.38K
$166K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 2.0% |
$1.19K - $1.57K
|
1.72K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-36- 0.63% |
$1.23K - $1.62K
|
5.72K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-39- 0.55% |
$1.33K - $1.75K
|
7.05K
$491K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-40- 4.26% |
$1.36K - $1.8K
|
900
$62.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-41- 0.2% |
$1.4K - $1.84K
|
20K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-45- 0.51% |
$1.53K - $2.02K
|
8.71K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-49- 0.14% |
$1.67K - $2.2K
|
34.1K
$2.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.49% |
$1.7K - $2.25K
|
10.1K
$705K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 3.65% |
$1.7K - $2.25K
|
1.32K
$91.8K
|