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 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.2KNew |
$522K - $662K
|
11.2K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11.2K+ 50.85% |
$518K - $656K
|
33.1K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
11.1K+ 29.38% |
$514K - $651K
|
48.8K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.7K+ 21.52% |
$495K - $628K
|
60.3K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 29.28% |
$489K - $619K
|
46.5K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.4K+ 115.97% |
$481K - $609K
|
19.3K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
10.3KNew |
$478K - $605K
|
10.3K
$681K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$476K - $603K
|
10.3K
$678K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1KNew |
$468K - $593K
|
10.1K
$667K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.1KNew |
$466K - $591K
|
10.1K
$665K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
9.84KNew |
$456K - $578K
|
9.84K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.71K+ 6.68% |
$451K - $571K
|
155K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
9.27KNew |
$430K - $545K
|
9.27K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.13K+ 188.57% |
$423K - $537K
|
14K
$924K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.84KNew |
$410K - $520K
|
8.84K
$585K
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.83KNew |
$410K - $519K
|
8.83K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.72K+ 4.12% |
$405K - $513K
|
221K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.63KNew |
$400K - $507K
|
8.63K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.6K+ 156.13% |
$399K - $506K
|
14.1K
$934K
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
8.49KNew |
$394K - $499K
|
8.49K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8.17K+ 14335.09% |
$379K - $481K
|
8.23K
$544K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.02KNew |
$372K - $472K
|
8.02K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.01KNew |
$371K - $471K
|
8.01K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.99K+ 3.73% |
$371K - $470K
|
222K
$14.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.93KNew |
$368K - $466K
|
7.93K
$525K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.89K+ 84.28% |
$366K - $464K
|
17.2K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.74KNew |
$359K - $455K
|
7.74K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.33K+ 65.96% |
$340K - $431K
|
18.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.24K+ 1.7% |
$336K - $426K
|
433K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.1K+ 30.76% |
$329K - $418K
|
30.2K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
6.76KNew |
$314K - $397K
|
6.76K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.71KNew |
$311K - $395K
|
6.71K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
6.66KNew |
$309K - $392K
|
6.66K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.66K+ 3.3% |
$309K - $391K
|
209K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.63KNew |
$307K - $390K
|
6.63K
$438K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
6.61KNew |
$307K - $389K
|
6.61K
$438K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.3KNew |
$292K - $370K
|
6.3K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$287K - $364K
|
6.2K
$410K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.17KNew |
$286K - $363K
|
6.17K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.95K+ 4.1% |
$276K - $350K
|
151K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.94KNew |
$276K - $349K
|
5.94K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.89K+ 14.92% |
$273K - $346K
|
45.3K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
5.79K+ 0.44% |
$268K - $340K
|
1.32M
$87.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.73KNew |
$266K - $337K
|
5.73K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.73KNew |
$266K - $337K
|
5.73K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.65K+ 3.37% |
$262K - $332K
|
173K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.61K+ 7.26% |
$260K - $330K
|
82.9K
$5.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
5.59K+ 75.41% |
$259K - $329K
|
13K
$860K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.46KNew |
$253K - $321K
|
5.46K
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
5.41KNew |
$251K - $318K
|
5.41K
$358K
|