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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-270- 5.64% |
$12.5K - $15.9K
|
4.51K
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-275- 1.99% |
$12.8K - $16.2K
|
13.5K
$894K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-275- 4.5% |
$12.8K - $16.2K
|
5.84K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-277- 2.46% |
$12.9K - $16.3K
|
11K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-277- 2.05% |
$12.9K - $16.3K
|
13.3K
$877K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-280- 0.08% |
$13K - $16.5K
|
363K
$24M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-285- 0.28% |
$13.2K - $16.8K
|
100K
$6.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-286- 65.6% |
$13.3K - $16.8K
|
150
$9.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-286- 2.78% |
$13.3K - $16.8K
|
9.99K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-293- 23.11% |
$13.6K - $17.2K
|
975
$64.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-295- 2.31% |
$13.7K - $17.3K
|
12.5K
$825K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-296- 5.78% |
$13.7K - $17.4K
|
4.83K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-300- 3.74% |
$13.9K - $17.6K
|
7.72K
$511K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-310- 6.47% |
$14.4K - $18.2K
|
4.48K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 4.24% |
$14.5K - $18.3K
|
7.05K
$466K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-314- 9.97% |
$14.6K - $18.5K
|
2.84K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-314- 24.01% |
$14.6K - $18.5K
|
994
$65.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-317- 0.81% |
$14.7K - $18.6K
|
39K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-324- 0.88% |
$15K - $19.1K
|
36.4K
$2.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-325- 7.85% |
$15.1K - $19.1K
|
3.82K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-340- 1.44% |
$15.8K - $20K
|
23.3K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-340- 0.28% |
$15.8K - $20K
|
122K
$8.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-346- 22.93% |
$16.1K - $20.3K
|
1.16K
$77K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-352- 0.22% |
$16.3K - $20.7K
|
161K
$10.6M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-352- 0.22% |
$16.3K - $20.7K
|
161K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-355- 9.23% |
$16.5K - $20.9K
|
3.49K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-356- 6.45% |
$16.5K - $20.9K
|
5.17K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-358- 4.66% |
$16.6K - $21.1K
|
7.32K
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-361- 5.17% |
$16.8K - $21.2K
|
6.62K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-373- 7.79% |
$17.3K - $21.9K
|
4.41K
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-375- 6.41% |
$17.4K - $22.1K
|
5.47K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-378- 6.61% |
$17.5K - $22.2K
|
5.34K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-379- 6.16% |
$17.6K - $22.3K
|
5.78K
$382K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-379- 1.74% |
$17.6K - $22.3K
|
21.4K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 2.29% |
$17.6K - $22.3K
|
16.2K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-400- 26.67% |
$18.6K - $23.5K
|
1.1K
$72.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-400- 2.47% |
$18.6K - $23.5K
|
15.8K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-402- 5.11% |
$18.7K - $23.6K
|
7.46K
$494K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-408- 1.16% |
$18.9K - $24K
|
34.7K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-410- 0.87% |
$19K - $24.1K
|
46.5K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-411- 3.49% |
$19.1K - $24.2K
|
11.4K
$751K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-415- 6.04% |
$19.3K - $24.4K
|
6.45K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-434- 6.61% |
$20.1K - $25.5K
|
6.13K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-439- 11.22% |
$20.4K - $25.8K
|
3.47K
$230K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-440- 4.77% |
$20.4K - $25.9K
|
8.78K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-447- 2.69% |
$20.7K - $26.3K
|
16.2K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-448- 2.63% |
$20.8K - $26.3K
|
16.6K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-451- 4.76% |
$20.9K - $26.5K
|
9.03K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-452- 7.38% |
$21K - $26.6K
|
5.67K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-462- 3.07% |
$21.4K - $27.2K
|
14.6K
$964K
|