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 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.49KNew |
$162K - $205K
|
3.49K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.45K+ 7.11% |
$160K - $203K
|
51.9K
$3.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.3K+ 16.26% |
$153K - $194K
|
23.6K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.28K+ 21.75% |
$152K - $193K
|
18.3K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.26K+ 4.66% |
$151K - $192K
|
73.1K
$5.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.24K+ 30.74% |
$150K - $190K
|
13.8K
$954K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.19K+ 1.44% |
$148K - $187K
|
225K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.16K+ 3.36% |
$147K - $186K
|
97.1K
$6.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3.16K+ 17550.0% |
$147K - $186K
|
3.18K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.14K+ 21.56% |
$146K - $185K
|
17.7K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.13K+ 53.85% |
$145K - $184K
|
8.93K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.08KNew |
$143K - $181K
|
3.08K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 6.9% |
$139K - $176K
|
46.4K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.93K+ 32.84% |
$136K - $173K
|
11.9K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
2.85K+ 3.77% |
$132K - $167K
|
78.4K
$5.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2.77K+ 4.96% |
$128K - $163K
|
58.6K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.76KNew |
$128K - $163K
|
2.76K
$191K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.7K+ 2.33% |
$125K - $159K
|
118K
$8.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.66K+ 64.26% |
$123K - $156K
|
6.79K
$470K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.65K+ 36.21% |
$123K - $156K
|
9.97K
$690K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 55.91% |
$122K - $154K
|
7.32K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.58K+ 58.49% |
$120K - $152K
|
6.98K
$484K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.58K+ 11.36% |
$120K - $151K
|
25.3K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.55K+ 0.52% |
$118K - $150K
|
494K
$34.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.53KNew |
$117K - $149K
|
2.53K
$175K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.52K+ 69.03% |
$117K - $148K
|
6.17K
$427K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.46K+ 2.8% |
$114K - $145K
|
90.4K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.43K+ 9.64% |
$113K - $143K
|
27.7K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.4K+ 0.43% |
$112K - $141K
|
563K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.37K+ 61.13% |
$110K - $139K
|
6.23K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.35K+ 10.85% |
$109K - $138K
|
24K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.29K+ 0.23% |
$106K - $135K
|
1M
$69.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.26K+ 21.36% |
$105K - $133K
|
12.8K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.24K+ 9.15% |
$104K - $132K
|
26.8K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.23KNew |
$103K - $131K
|
2.23K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.22K+ 2.36% |
$103K - $131K
|
96.6K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.21KNew |
$102K - $130K
|
2.21K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.1K+ 1.54% |
$97.5K - $124K
|
139K
$9.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.1K+ 7.67% |
$97.3K - $123K
|
29.4K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.09KNew |
$97K - $123K
|
2.09K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.01K+ 2.84% |
$93.4K - $118K
|
72.9K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.9K+ 19.04% |
$88K - $112K
|
11.9K
$822K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.89K+ 17.52% |
$87.9K - $111K
|
12.7K
$880K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.85K+ 4.96% |
$85.9K - $109K
|
39.2K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79K+ 4.86% |
$83.1K - $105K
|
38.7K
$2.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.69KNew |
$78.3K - $99.2K
|
1.69K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 13.02% |
$78.1K - $99K
|
14.6K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.68K+ 5.48% |
$78K - $98.9K
|
32.4K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.68K+ 1.52% |
$77.9K - $98.7K
|
112K
$7.76M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.67KNew |
$77.3K - $97.9K
|
1.67K
$115K
|