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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60+ 1.08% |
$2.78K - $3.53K
|
5.64K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
60+ 1.38% |
$2.78K - $3.53K
|
4.42K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
60+ 0.22% |
$2.78K - $3.53K
|
26.8K
$1.86M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$2.78K - $3.53K
|
60
$4.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
58+ 9.88% |
$2.69K - $3.41K
|
645
$44.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
58+ 1.4% |
$2.69K - $3.41K
|
4.21K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
53New |
$2.46K - $3.12K
|
53
$3.67K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
53+ 0.61% |
$2.46K - $3.12K
|
8.7K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
53+ 7.57% |
$2.46K - $3.12K
|
753
$52.2K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
52+ 0.77% |
$2.41K - $3.06K
|
6.84K
$474K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
50+ 0.86% |
$2.32K - $2.94K
|
5.84K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
50+ 0.48% |
$2.32K - $2.94K
|
10.5K
$726K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 0.34% |
$2.32K - $2.94K
|
14.6K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
50+ 4.45% |
$2.32K - $2.94K
|
1.17K
$81.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
49+ 0.61% |
$2.27K - $2.88K
|
8.06K
$558K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48New |
$2.23K - $2.82K
|
48
$3.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
45+ 0.9% |
$2.09K - $2.65K
|
5.05K
$350K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.28% |
$2K - $2.53K
|
15.6K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
42+ 1.08% |
$1.95K - $2.47K
|
3.92K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$1.95K - $2.47K
|
42
$2.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
42+ 3.61% |
$1.95K - $2.47K
|
1.21K
$83.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
42+ 0.5% |
$1.95K - $2.47K
|
8.42K
$583K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
40+ 0.76% |
$1.86K - $2.35K
|
5.28K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40+ 25.32% |
$1.86K - $2.35K
|
198
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
39New |
$1.81K - $2.29K
|
39
$2.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 30.58% |
$1.72K - $2.18K
|
158
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.67% |
$1.67K - $2.12K
|
5.44K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
36+ 0.23% |
$1.67K - $2.12K
|
15.6K
$1.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$1.62K - $2.06K
|
35
$2.42K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 11.74% |
$1.62K - $2.06K
|
333
$23.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
35+ 0.59% |
$1.62K - $2.06K
|
5.94K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34+ 0.42% |
$1.58K - $2K
|
8.06K
$558K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
34New |
$1.58K - $2K
|
34
$2.35K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 0.17% |
$1.53K - $1.94K
|
19.3K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
32+ 0.65% |
$1.48K - $1.88K
|
4.98K
$345K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 6.82% |
$1.48K - $1.88K
|
501
$34.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
28New |
$1.3K - $1.65K
|
28
$1.94K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 5.38% |
$1.25K - $1.59K
|
529
$36.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
25New |
$1.16K - $1.47K
|
25
$1.73K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
24+ 0.13% |
$1.11K - $1.41K
|
18.7K
$1.29M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
24New |
$1.11K - $1.41K
|
24
$1.66K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22+ 0.6% |
$1.02K - $1.29K
|
3.66K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
22+ 0.6% |
$1.02K - $1.29K
|
3.69K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
21+ 1.47% |
$974 - $1.24K
|
1.45K
$101K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 67.74% |
$974 - $1.24K
|
52
$3.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
20New |
$928 - $1.18K
|
20
$1.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.15% |
$928 - $1.18K
|
13K
$898K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
18+ 0.36% |
$835 - $1.06K
|
5.01K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
18+ 0.42% |
$835 - $1.06K
|
4.34K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 7.03% |
$835 - $1.06K
|
274
$19K
|