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 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-469- 53.78% |
$21.8K - $27.6K
|
403
$26.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-470- 7.33% |
$21.8K - $27.6K
|
5.94K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-470- 0.81% |
$21.8K - $27.6K
|
57.8K
$3.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-473- 9.7% |
$21.9K - $27.8K
|
4.41K
$291K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-484- 4.21% |
$22.5K - $28.5K
|
11K
$729K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-487- 10.71% |
$22.6K - $28.6K
|
4.06K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-502- 1.45% |
$23.3K - $29.5K
|
34.2K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-506- 3.86% |
$23.5K - $29.8K
|
12.6K
$834K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-508- 2.81% |
$23.6K - $29.9K
|
17.6K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-509- 3.81% |
$23.6K - $29.9K
|
12.8K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-514- 0.88% |
$23.8K - $30.2K
|
57.8K
$3.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-516- 2.46% |
$23.9K - $30.3K
|
20.4K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-516- 8.36% |
$23.9K - $30.3K
|
5.66K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-528- 0.46% |
$24.5K - $31.1K
|
115K
$7.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-528- 0.69% |
$24.5K - $31.1K
|
75.5K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-529- 1.75% |
$24.5K - $31.1K
|
29.8K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-531- 4.69% |
$24.6K - $31.2K
|
10.8K
$713K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-534- 3.85% |
$24.8K - $31.4K
|
13.3K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-537- 4.61% |
$24.9K - $31.6K
|
11.1K
$735K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-538- 25.08% |
$25K - $31.6K
|
1.61K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-540- 83.08% |
$25.1K - $31.8K
|
110
$7.28K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-542- 4.65% |
$25.1K - $31.9K
|
11.1K
$736K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-558- 7.51% |
$25.9K - $32.8K
|
6.88K
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-570- 4.97% |
$26.4K - $33.5K
|
10.9K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-570- 0.17% |
$26.4K - $33.5K
|
335K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-578- 5.84% |
$26.8K - $34K
|
9.32K
$617K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-587- 1.03% |
$27.2K - $34.5K
|
56.5K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-593- 23.3% |
$27.5K - $34.9K
|
1.95K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-596- 1.05% |
$27.7K - $35.1K
|
56K
$3.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-640- 0.27% |
$29.7K - $37.6K
|
236K
$15.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-646- 3.68% |
$30K - $38K
|
16.9K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-658- 2.96% |
$30.5K - $38.7K
|
21.6K
$1.43M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-688- 1.09% |
$31.9K - $40.5K
|
62.6K
$4.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-693- 8.27% |
$32.2K - $40.8K
|
7.68K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-700- 8.54% |
$32.5K - $41.2K
|
7.5K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-700- 9.91% |
$32.5K - $41.2K
|
6.37K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-705- 9.13% |
$32.7K - $41.5K
|
7.02K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-710- 0.92% |
$32.9K - $41.8K
|
76.3K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-719- 11.75% |
$33.4K - $42.3K
|
5.4K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-725- 0.26% |
$33.6K - $42.6K
|
276K
$18.2M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-729- 4.69% |
$33.8K - $42.9K
|
14.8K
$981K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-733- 8.1% |
$34K - $43.1K
|
8.32K
$550K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-735- 5.06% |
$34.1K - $43.2K
|
13.8K
$912K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-745- 11.59% |
$34.6K - $43.8K
|
5.68K
$376K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-750- 3.25% |
$34.8K - $44.1K
|
22.3K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-750- 4.56% |
$34.8K - $44.1K
|
15.7K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-754- 0.83% |
$35K - $44.3K
|
90.5K
$5.99M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-757- 10.89% |
$35.1K - $44.5K
|
6.19K
$410K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-767- 9.44% |
$35.6K - $45.1K
|
7.36K
$487K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-833- 3.33% |
$38.7K - $49K
|
24.2K
$1.6M
|