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 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-855- 3.38% |
$39.7K - $50.3K
|
24.4K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-859- 4.94% |
$39.9K - $50.5K
|
16.5K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-879- 19.63% |
$40.8K - $51.7K
|
3.6K
$238K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-906- 6.42% |
$42K - $53.3K
|
13.2K
$874K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-915- 1.34% |
$42.5K - $53.8K
|
67.3K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-919- 2.67% |
$42.6K - $54K
|
33.5K
$2.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-925- 16.11% |
$42.9K - $54.4K
|
4.82K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-928- 2.49% |
$43.1K - $54.6K
|
36.4K
$2.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-929- 17.02% |
$43.1K - $54.6K
|
4.53K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-932- 2.6% |
$43.2K - $54.8K
|
34.9K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-949- 14.82% |
$44K - $55.8K
|
5.46K
$361K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-950- 17.27% |
$44.1K - $55.9K
|
4.55K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-962- 3.44% |
$44.6K - $56.6K
|
27K
$1.79M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-987- 13.81% |
$45.8K - $58K
|
6.16K
$408K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 4.45% |
$46.4K - $58.8K
|
21.5K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1K- 26.25% |
$46.4K - $58.8K
|
2.81K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 2.79% |
$46.4K - $58.9K
|
34.8K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1K- 43.68% |
$46.5K - $58.9K
|
1.29K
$85.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02K- 3.08% |
$47.4K - $60.1K
|
32.1K
$2.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.04K- 11.89% |
$48.2K - $61K
|
7.7K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-1.04K- 18.07% |
$48.3K - $61.2K
|
4.72K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.62% |
$49.2K - $62.3K
|
21.9K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 20.63% |
$50.3K - $63.8K
|
4.17K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.1K- 19.41% |
$51K - $64.7K
|
4.57K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 16.62% |
$51.5K - $65.3K
|
5.57K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.11K- 1.19% |
$51.6K - $65.3K
|
92.2K
$6.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.12K- 5.81% |
$52.1K - $66K
|
18.2K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.12K- 12.55% |
$52.1K - $66K
|
7.82K
$518K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.14K- 24.23% |
$52.9K - $67K
|
3.56K
$236K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.15K- 15.1% |
$53.5K - $67.7K
|
6.48K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.16K- 5.97% |
$53.8K - $68.2K
|
18.3K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.17K- 15.14% |
$54.1K - $68.5K
|
6.53K
$432K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.18K- 24.91% |
$54.5K - $69.1K
|
3.54K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.31% |
$55.7K - $70.6K
|
50.7K
$3.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.2K- 1.08% |
$55.8K - $70.7K
|
110K
$7.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.22K- 8.73% |
$56.8K - $72K
|
12.8K
$847K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.23K- 2.95% |
$56.8K - $72K
|
40.3K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.24K- 14.48% |
$57.3K - $72.6K
|
7.29K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.25K- 4.02% |
$58.1K - $73.7K
|
29.9K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.26K- 1.29% |
$58.2K - $73.8K
|
95.8K
$6.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.27K- 2.2% |
$58.7K - $74.5K
|
56.3K
$3.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.27K- 30.18% |
$58.8K - $74.6K
|
2.93K
$194K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 3.47% |
$59.5K - $75.5K
|
35.7K
$2.36M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.29K- 21.55% |
$60K - $76K
|
4.71K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 21.65% |
$60.5K - $76.7K
|
4.72K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 1.14% |
$60.6K - $76.9K
|
113K
$7.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.34K- 3.9% |
$62K - $78.6K
|
33K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 3.9% |
$62K - $78.6K
|
33K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.34K- 1.9% |
$62.1K - $78.7K
|
69.3K
$4.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.36K- 2.98% |
$62.9K - $79.7K
|
44.2K
$2.92M
|