Purchases and Sales Made in Q4 2023 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2023. 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 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
169+ 1.14% |
$7.84K - $9.94K
|
15K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
164+ 0.92% |
$7.61K - $9.64K
|
17.9K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
163+ 0.09% |
$7.56K - $9.59K
|
173K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
163+ 0.17% |
$7.56K - $9.59K
|
95.8K
$6.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
161+ 0.56% |
$7.47K - $9.47K
|
29K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
147New |
$6.82K - $8.65K
|
147
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
147New |
$6.82K - $8.65K
|
147
$10.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
145+ 2.98% |
$6.73K - $8.53K
|
5.02K
$347K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
143+ 1.22% |
$6.64K - $8.41K
|
11.9K
$821K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$9.7K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$9.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
136New |
$6.31K - $8K
|
136
$9.42K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
120+ 6.35% |
$5.57K - $7.06K
|
2.01K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
120+ 0.45% |
$5.57K - $7.06K
|
26.6K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
119+ 5.48% |
$5.52K - $7K
|
2.29K
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
119+ 0.98% |
$5.52K - $7K
|
12.3K
$850K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
118+ 1.75% |
$5.48K - $6.94K
|
6.88K
$476K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
116+ 1.12% |
$5.38K - $6.82K
|
10.5K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
116+ 1.78% |
$5.38K - $6.82K
|
6.62K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
114+ 2.23% |
$5.29K - $6.7K
|
5.24K
$363K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
106+ 1.3% |
$4.92K - $6.23K
|
8.23K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
102+ 364.29% |
$4.73K - $6K
|
130
$9K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 24.57% |
$4.64K - $5.88K
|
507
$35.1K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.04% |
$4.64K - $5.88K
|
230K
$15.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
100+ 0.81% |
$4.64K - $5.88K
|
12.4K
$860K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 1.63% |
$4.64K - $5.88K
|
6.22K
$431K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
99+ 3.22% |
$4.59K - $5.82K
|
3.18K
$220K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
99+ 3.22% |
$4.59K - $5.82K
|
3.18K
$220K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
97+ 0.92% |
$4.5K - $5.7K
|
10.7K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
95+ 1.38% |
$4.41K - $5.59K
|
6.98K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
89+ 0.84% |
$4.13K - $5.23K
|
10.7K
$743K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
89New |
$4.13K - $5.23K
|
89
$6.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 5.56% |
$4.13K - $5.23K
|
1.69K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
89+ 0.97% |
$4.13K - $5.23K
|
9.3K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
85+ 0.14% |
$3.94K - $5K
|
63K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
85+ 1.17% |
$3.94K - $5K
|
7.38K
$511K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
79New |
$3.67K - $4.65K
|
79
$5.47K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
76+ 100.0% |
$3.53K - $4.47K
|
152
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75New |
$3.48K - $4.41K
|
75
$5.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
73+ 1.15% |
$3.39K - $4.29K
|
6.41K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
66+ 1.55% |
$3.06K - $3.88K
|
4.34K
$300K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
64+ 9.98% |
$2.97K - $3.76K
|
705
$48.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
64+ 3.14% |
$2.97K - $3.76K
|
2.1K
$146K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
63+ 5.95% |
$2.92K - $3.71K
|
1.12K
$77.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
62+ 1.33% |
$2.88K - $3.65K
|
4.74K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61+ 2.8% |
$2.83K - $3.59K
|
2.24K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61New |
$2.83K - $3.59K
|
61
$4.22K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
61+ 0.28% |
$2.83K - $3.59K
|
22.1K
$1.53M
|