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 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-57- 1.54% |
$2.64K - $3.35K
|
3.66K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-61- 11.25% |
$2.83K - $3.59K
|
481
$32.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-64- 0.95% |
$2.97K - $3.76K
|
6.69K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-64- 0.2% |
$2.97K - $3.76K
|
31.6K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-66- 0.56% |
$3.06K - $3.88K
|
11.8K
$805K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.12% |
$3.25K - $4.12K
|
56K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 0.89% |
$3.34K - $4.23K
|
8.03K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-72- 8.92% |
$3.34K - $4.23K
|
735
$50.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-76- 0.38% |
$3.53K - $4.47K
|
19.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-76- 0.03% |
$3.53K - $4.47K
|
223K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-76- 0.19% |
$3.53K - $4.47K
|
39.1K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-78- 1.23% |
$3.62K - $4.59K
|
6.24K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-80- 0.97% |
$3.71K - $4.7K
|
8.16K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-84- 3.06% |
$3.9K - $4.94K
|
2.66K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-85- 2.19% |
$3.94K - $5K
|
3.8K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-86- 1.6% |
$3.99K - $5.06K
|
5.3K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88- 34.65% |
$4.08K - $5.18K
|
166
$11.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-90- 0.69% |
$4.18K - $5.29K
|
13K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-90- 1.72% |
$4.18K - $5.29K
|
5.16K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-90- 1.26% |
$4.18K - $5.29K
|
7.06K
$482K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-95- 0.21% |
$4.41K - $5.59K
|
45.6K
$3.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-95- 5.2% |
$4.41K - $5.59K
|
1.73K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 2.43% |
$4.41K - $5.59K
|
3.81K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-98- 2.46% |
$4.55K - $5.76K
|
3.88K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-99- 0.89% |
$4.59K - $5.82K
|
11.1K
$754K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-99- 12.55% |
$4.59K - $5.82K
|
690
$47.1K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-100- 2.08% |
$4.64K - $5.88K
|
4.7K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.06% |
$4.64K - $5.88K
|
158K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-100- 1.25% |
$4.64K - $5.88K
|
7.91K
$539K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.59% |
$4.64K - $5.88K
|
16.8K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 0.87% |
$4.64K - $5.88K
|
11.4K
$778K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 1.61% |
$4.64K - $5.88K
|
6.13K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 1.47% |
$4.64K - $5.88K
|
6.71K
$457K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 9.09% |
$4.64K - $5.88K
|
1K
$68.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 2.46% |
$4.83K - $6.12K
|
4.12K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-104- 1.92% |
$4.83K - $6.12K
|
5.32K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-105- 4.32% |
$4.87K - $6.18K
|
2.33K
$159K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-105- 0.1% |
$4.87K - $6.18K
|
101K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-107- 1.14% |
$4.96K - $6.29K
|
9.25K
$631K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-110- 43.31% |
$5.1K - $6.47K
|
144
$9.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-113- 1.72% |
$5.24K - $6.65K
|
6.45K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-114- 0.85% |
$5.29K - $6.7K
|
13.3K
$906K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-123- 0.51% |
$5.71K - $7.23K
|
23.8K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-123- 1.54% |
$5.71K - $7.23K
|
7.85K
$536K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-125- 2.1% |
$5.8K - $7.35K
|
5.84K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-125- 2.24% |
$5.8K - $7.35K
|
5.45K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-128- 0.16% |
$5.94K - $7.53K
|
80.8K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-128- 2.03% |
$5.94K - $7.53K
|
6.19K
$422K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-129- 1.91% |
$5.99K - $7.59K
|
6.62K
$451K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-131- 2.0% |
$6.08K - $7.7K
|
6.42K
$438K
|