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 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
816+ 0.28% |
$37.9K - $48K
|
295K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
803+ 2.52% |
$37.3K - $47.2K
|
32.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
779+ 8.54% |
$36.1K - $45.8K
|
9.91K
$686K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
778+ 1.17% |
$36.1K - $45.8K
|
67K
$4.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
778New |
$36.1K - $45.8K
|
778
$53.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
761+ 7.27% |
$35.3K - $44.8K
|
11.2K
$778K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
753+ 62.13% |
$34.9K - $44.3K
|
1.97K
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
743+ 8.48% |
$34.5K - $43.7K
|
9.5K
$658K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
740+ 5.07% |
$34.3K - $43.5K
|
15.3K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
730+ 8.71% |
$33.9K - $42.9K
|
9.11K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
722+ 7.68% |
$33.5K - $42.5K
|
10.1K
$701K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
701New |
$32.5K - $41.2K
|
701
$48.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
700New |
$32.5K - $41.2K
|
700
$48.5K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
674New |
$31.3K - $39.6K
|
674
$46.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
661+ 6.87% |
$30.7K - $38.9K
|
10.3K
$713K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
638+ 16.36% |
$29.6K - $37.5K
|
4.54K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
632+ 27.7% |
$29.3K - $37.2K
|
2.91K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
623New |
$28.9K - $36.6K
|
623
$43.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
614+ 8.82% |
$28.5K - $36.1K
|
7.58K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
614+ 10.27% |
$28.5K - $36.1K
|
6.6K
$457K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
600+ 10.58% |
$27.8K - $35.3K
|
6.27K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
600New |
$27.8K - $35.3K
|
600
$41.6K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
600+ 85.71% |
$27.8K - $35.3K
|
1.3K
$90K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
596New |
$27.7K - $35.1K
|
596
$41.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
596+ 2.36% |
$27.7K - $35.1K
|
25.8K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
580New |
$26.9K - $34.1K
|
580
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
575+ 958.33% |
$26.7K - $33.8K
|
635
$44K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
558+ 10.58% |
$25.9K - $32.8K
|
5.83K
$404K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
558New |
$25.9K - $32.8K
|
558
$38.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
552+ 0.38% |
$25.6K - $32.5K
|
147K
$10.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
550+ 3.36% |
$25.5K - $32.3K
|
16.9K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
549New |
$25.5K - $32.3K
|
549
$38K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
526+ 7.67% |
$24.4K - $30.9K
|
7.39K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
515+ 0.47% |
$23.9K - $30.3K
|
109K
$7.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
515New |
$23.9K - $30.3K
|
515
$35.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
500+ 5.35% |
$23.2K - $29.4K
|
9.84K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
500+ 10.66% |
$23.2K - $29.4K
|
5.19K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
492+ 8.47% |
$22.8K - $28.9K
|
6.3K
$436K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
480+ 34.26% |
$22.3K - $28.2K
|
1.88K
$130K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
476+ 8.97% |
$22.1K - $28K
|
5.78K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
476+ 317.33% |
$22.1K - $28K
|
626
$43.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
476New |
$22.1K - $28K
|
476
$33K
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
471+ 0.48% |
$21.9K - $27.7K
|
99K
$6.86M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
462+ 142.15% |
$21.4K - $27.2K
|
787
$54.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
454+ 2.79% |
$21.1K - $26.7K
|
16.7K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
447+ 88.69% |
$20.7K - $26.3K
|
951
$65.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
443New |
$20.6K - $26.1K
|
443
$30.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
417+ 11.47% |
$19.3K - $24.5K
|
4.05K
$281K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
407+ 4.06% |
$18.9K - $23.9K
|
10.4K
$722K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
400+ 0.41% |
$18.6K - $23.5K
|
98K
$6.79M
|