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 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.15K+ 1.79% |
$175K - $231K
|
292K
$22.2M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.11KNew |
$174K - $230K
|
5.11K
$388K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.11K+ 22.67% |
$174K - $230K
|
27.7K
$2.1M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.11KNew |
$174K - $230K
|
5.11K
$388K
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5.08KNew |
$173K - $228K
|
5.08K
$386K
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5.06K+ 5.75% |
$172K - $227K
|
93K
$7.06M
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
5.06KNew |
$172K - $227K
|
5.06K
$384K
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5.03K+ 31.61% |
$171K - $226K
|
20.9K
$1.59M
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.03KNew |
$171K - $226K
|
5.03K
$381K
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
5KNew |
$170K - $225K
|
5K
$379K
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5KNew |
$170K - $225K
|
5K
$379K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.96KNew |
$169K - $223K
|
4.96K
$377K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.92K+ 43.27% |
$168K - $221K
|
16.3K
$1.24M
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$166K - $219K
|
4.88K
$370K
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
4.88KNew |
$166K - $219K
|
4.88K
$370K
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.86KNew |
$166K - $219K
|
4.86K
$369K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.84KNew |
$165K - $217K
|
4.84K
$367K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
4.81K+ 25.78% |
$164K - $216K
|
23.5K
$1.78M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.75K+ 25.35% |
$162K - $213K
|
23.5K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.68KNew |
$159K - $210K
|
4.68K
$355K
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.68KNew |
$159K - $210K
|
4.68K
$355K
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.62KNew |
$157K - $208K
|
4.62K
$351K
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.58K+ 6.79% |
$156K - $206K
|
71.9K
$5.46M
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4.55KNew |
$155K - $204K
|
4.55K
$345K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.36K+ 64.34% |
$148K - $196K
|
11.1K
$844K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.26K+ 3.15% |
$145K - $191K
|
139K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.22K+ 14.13% |
$144K - $189K
|
34.1K
$2.58M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.2KNew |
$143K - $189K
|
4.2K
$319K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.16K+ 2.82% |
$142K - $187K
|
152K
$11.5M
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.15K+ 25.66% |
$141K - $186K
|
20.3K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
4.14K+ 1.71% |
$141K - $186K
|
247K
$18.7M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.89K+ 41.79% |
$132K - $175K
|
13.2K
$1M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.86KNew |
$131K - $173K
|
3.86K
$293K
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.86K+ 21.37% |
$131K - $173K
|
21.9K
$1.66M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.84K+ 5.05% |
$131K - $172K
|
79.9K
$6.07M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 37.46% |
$129K - $170K
|
13.9K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 16.07% |
$128K - $169K
|
27.1K
$2.06M
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
3.7K+ 14.93% |
$126K - $166K
|
28.5K
$2.16M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.65K+ 6.27% |
$124K - $164K
|
61.9K
$4.7M
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
3.62K+ 12.73% |
$123K - $162K
|
32K
$2.43M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.31K+ 0.28% |
$113K - $149K
|
1.2M
$91.4M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.23K+ 28.24% |
$110K - $145K
|
14.7K
$1.11M
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3.21K+ 22.88% |
$109K - $144K
|
17.3K
$1.31M
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
3.16K+ 11.09% |
$108K - $142K
|
31.7K
$2.4M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.08K+ 11.83% |
$105K - $139K
|
29.2K
$2.21M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.08K+ 1.43% |
$105K - $138K
|
218K
$16.6M
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.07K+ 35.67% |
$105K - $138K
|
11.7K
$886K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.01K+ 0.19% |
$102K - $135K
|
1.58M
$120M
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3K+ 0.76% |
$102K - $135K
|
396K
$30M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.99K+ 5.51% |
$102K - $134K
|
57.3K
$4.35M
|