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 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-132- 1.33% |
$6.12K - $7.76K
|
9.8K
$679K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-135- 1.54% |
$6.26K - $7.94K
|
8.64K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-136- 0.95% |
$6.31K - $8K
|
14.2K
$984K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-137- 3.16% |
$6.36K - $8.06K
|
4.2K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-140- 3.07% |
$6.5K - $8.23K
|
4.42K
$306K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-141- 0.95% |
$6.54K - $8.29K
|
14.7K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-141- 24.06% |
$6.54K - $8.29K
|
445
$30.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-144- 20.11% |
$6.68K - $8.47K
|
572
$39.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-144- 0.49% |
$6.68K - $8.47K
|
29K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-145- 1.37% |
$6.73K - $8.53K
|
10.5K
$724K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-146- 2.41% |
$6.77K - $8.59K
|
5.92K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-147- 1.85% |
$6.82K - $8.65K
|
7.79K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-150- 2.14% |
$6.96K - $8.82K
|
6.87K
$476K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-153- 1.72% |
$7.1K - $9K
|
8.76K
$607K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-160- 0.83% |
$7.42K - $9.41K
|
19.1K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-164- 1.79% |
$7.61K - $9.64K
|
9K
$623K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-165- 1.94% |
$7.66K - $9.7K
|
8.36K
$579K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-168- 3.15% |
$7.8K - $9.88K
|
5.17K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-170- 4.17% |
$7.89K - $10K
|
3.91K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 3.23% |
$7.93K - $10.1K
|
5.12K
$355K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-175- 0.37% |
$8.12K - $10.3K
|
46.6K
$3.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-177- 2.32% |
$8.21K - $10.4K
|
7.46K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-188- 2.32% |
$8.72K - $11.1K
|
7.92K
$549K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-188- 2.32% |
$8.72K - $11.1K
|
7.92K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-189Closed |
$8.77K - $11.1K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-194- 32.61% |
$9K - $11.4K
|
401
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-195- 4.26% |
$9.05K - $11.5K
|
4.39K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-197- 1.62% |
$9.14K - $11.6K
|
11.9K
$826K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.86% |
$9.28K - $11.8K
|
23.1K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-200- 3.27% |
$9.28K - $11.8K
|
5.91K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-210- 3.8% |
$9.74K - $12.4K
|
5.32K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-210- 0.37% |
$9.74K - $12.4K
|
56.3K
$3.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-215- 0.53% |
$9.98K - $12.6K
|
40.7K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-220- 0.44% |
$10.2K - $12.9K
|
49.8K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 1.04% |
$10.2K - $12.9K
|
20.9K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-222- 17.01% |
$10.3K - $13.1K
|
1.08K
$75K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-225- 5.65% |
$10.4K - $13.2K
|
3.76K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-225- 1.26% |
$10.4K - $13.2K
|
17.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-228- 3.15% |
$10.6K - $13.4K
|
7.02K
$486K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-231- 8.62% |
$10.7K - $13.6K
|
2.45K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-234- 0.94% |
$10.9K - $13.8K
|
24.8K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 2.34% |
$11.6K - $14.7K
|
10.4K
$723K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-255- 2.21% |
$11.8K - $15K
|
11.3K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-258- 2.94% |
$12K - $15.2K
|
8.52K
$590K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-259- 85.2% |
$12K - $15.2K
|
45
$3.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-260- 1.76% |
$12.1K - $15.3K
|
14.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-265- 4.72% |
$12.3K - $15.6K
|
5.35K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-266- 1.31% |
$12.3K - $15.6K
|
20K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-268- 5.41% |
$12.4K - $15.8K
|
4.68K
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-270- 5.64% |
$12.5K - $15.9K
|
4.51K
$313K
|