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 |
---|---|---|---|---|---|---|---|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$835 - $1.06K
|
18
$1.25K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$789 - $1K
|
17
$1.18K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14+ 0.09% |
$650 - $823
|
15.8K
$1.1M
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 3.82% |
$603 - $765
|
353
$24.4K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.28% |
$603 - $765
|
4.61K
$319K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 0.23% |
$557 - $706
|
5.21K
$361K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
10New |
$464 - $588
|
10
$693
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
9+ 0.02% |
$418 - $529
|
59.2K
$4.1M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.39% |
$371 - $470
|
2.05K
$142K
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 0.34% |
$371 - $470
|
2.38K
$165K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.16% |
$371 - $470
|
4.91K
$340K
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
7+ 0.19% |
$325 - $412
|
3.79K
$262K
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
7+ 0.19% |
$325 - $412
|
3.76K
$260K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 1.17% |
$278 - $353
|
517
$35.8K
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
6+ 0.14% |
$278 - $353
|
4.25K
$294K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$278 - $353
|
6
$416
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 0.77% |
$232 - $294
|
658
$45.6K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.24% |
$232 - $294
|
2.07K
$143K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$232 - $294
|
5.05K
$350K
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
4+ 0.05% |
$186 - $235
|
8.87K
$614K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.21% |
$186 - $235
|
1.95K
$135K
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.23% |
$186 - $235
|
1.77K
$122K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.09% |
$186 - $235
|
4.7K
$325K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4New |
$186 - $235
|
4
$277
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
4+ 0.01% |
$186 - $235
|
31.2K
$2.16M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$139 - $176
|
5.88K
$407K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$139 - $176
|
4.33K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.33% |
$139 - $176
|
915
$63.4K
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.02% |
$92.8 - $118
|
9.15K
$634K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$92.8 - $118
|
6.03K
$418K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$92.8 - $118
|
11.7K
$811K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$92.8 - $118
|
12.8K
$887K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$92.8 - $118
|
2.27K
$157K
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.01% |
$92.8 - $118
|
13.5K
$935K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.04% |
$92.8 - $118
|
5.26K
$364K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$46.4 - $58.8
|
1.28K
$88.9K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.92% |
$46.4 - $58.8
|
110
$7.62K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.04% |
$46.4 - $58.8
|
2.27K
$157K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$46.4 - $58.8
|
3.79K
$262K
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
1+ 0.01% |
$46.4 - $58.8
|
19.2K
$1.33M
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$46.4 - $58.8
|
10.1K
$699K
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$46.4 - $58.8
|
103K
$7.14M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$46.4 - $58.8
|
753
$52.2K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$46.4 - $58.8
|
11.7K
$811K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.19% |
$46.4 - $58.8
|
530
$36.7K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.79% |
$46.4 - $58.8
|
128
$8.87K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.27% |
$46.4 - $58.8
|
376
$26K
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$46.4 - $58.8
|
5.38K
$373K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1- 0.02% |
$46.4 - $58.8
|
5.94K
$411K
|