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 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1- 0.02% |
$46.4 - $58.8
|
4.67K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.02% |
$92.8 - $118
|
11.6K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.05% |
$92.8 - $118
|
4.03K
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2- 0.04% |
$92.8 - $118
|
4.69K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2- 0.03% |
$92.8 - $118
|
5.92K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3- 0.05% |
$139 - $176
|
6.31K
$431K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 11.76% |
$186 - $235
|
30
$2.05K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.36% |
$186 - $235
|
1.12K
$76.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4- 0.07% |
$186 - $235
|
5.77K
$394K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-5- 0.05% |
$232 - $294
|
9.26K
$631K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$232 - $294
|
3.75K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7- 0.11% |
$325 - $412
|
6.45K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 1.37% |
$371 - $470
|
575
$39.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-9- 0.3% |
$418 - $529
|
3.03K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-10- 0.05% |
$464 - $588
|
21.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-10- 1.87% |
$464 - $588
|
524
$35.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11- 0.1% |
$510 - $647
|
11.5K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 1.1% |
$696 - $882
|
1.35K
$92.1K
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-15- 0.01% |
$696 - $882
|
136K
$9.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-16- 0.3% |
$742 - $941
|
5.39K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 1.33% |
$742 - $941
|
1.19K
$80.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-20- 0.4% |
$928 - $1.18K
|
5.02K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-21- 0.48% |
$974 - $1.24K
|
4.37K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-22- 0.16% |
$1.02K - $1.29K
|
13.7K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-25- 0.04% |
$1.16K - $1.47K
|
65.6K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-27- 0.25% |
$1.25K - $1.59K
|
10.7K
$729K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-29- 0.46% |
$1.35K - $1.71K
|
6.22K
$424K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-30- 0.38% |
$1.39K - $1.76K
|
7.84K
$535K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-30- 75.0% |
$1.39K - $1.76K
|
10
$682
|
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-33- 2.28% |
$1.53K - $1.94K
|
1.41K
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 0.48% |
$1.53K - $1.94K
|
6.83K
$466K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-33- 0.55% |
$1.53K - $1.94K
|
5.95K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-34- 2.77% |
$1.58K - $2K
|
1.19K
$81.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 50.72% |
$1.62K - $2.06K
|
34
$2.32K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-35- 1.55% |
$1.62K - $2.06K
|
2.22K
$152K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 0.14% |
$1.67K - $2.12K
|
26.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-37- 0.58% |
$1.72K - $2.18K
|
6.3K
$429K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-38- 0.4% |
$1.76K - $2.23K
|
9.35K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-40- 0.37% |
$1.86K - $2.35K
|
10.8K
$737K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-40- 4.77% |
$1.86K - $2.35K
|
799
$54.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-42- 0.47% |
$1.95K - $2.47K
|
8.87K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-42- 0.03% |
$1.95K - $2.47K
|
165K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47- 0.65% |
$2.18K - $2.76K
|
7.13K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48- 1.23% |
$2.23K - $2.82K
|
3.85K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-50- 0.83% |
$2.32K - $2.94K
|
5.97K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-50- 0.8% |
$2.32K - $2.94K
|
6.2K
$423K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.93% |
$2.32K - $2.94K
|
5.31K
$362K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-50- 1.18% |
$2.32K - $2.94K
|
4.18K
$285K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-50- 29.41% |
$2.32K - $2.94K
|
120
$8.19K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-51- 0.48% |
$2.37K - $3K
|
10.6K
$725K
|