Institutional Ownership Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR). We have compiled data on the 1,695 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
200
shares
|
$13,890
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
200
shares
|
$13,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
173
shares
|
$12,014
0.01% of portfolio
|
Q3 2024
Added 98.85%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
169
shares
|
$11,737
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
168
shares
|
$11,667
0.0% of portfolio
|
Q1 2024
Reduced 22.94%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
167
shares
|
$11,598
0.0% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
162
shares
|
$11,250
0.01% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
159
shares
|
$11,042
0.0% of portfolio
|
Q2 2024
Reduced 7.56%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
150
shares
|
$10,417
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
148
shares
|
$10,278
0.02% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
145
shares
|
$10,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
144
shares
|
$10,000
0.0% of portfolio
|
Q3 2024
Reduced 69.03%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
140
shares
|
$9,723
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
134
shares
|
$9,306
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
133
shares
|
$9,236
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
129
shares
|
$8,959
0.0% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
128
shares
|
$8,889
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$8,681
0.01% of portfolio
|
Q2 2024
Reduced 83.87%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
120
shares
|
$8,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
118
shares
|
$8,195
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
111
shares
|
$7,708
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
110
shares
|
$7,639
0.0% of portfolio
|
Q2 2022
Reduced 94.79%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$7,639
0.0% of portfolio
|
Q4 2023
Reduced 83.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
109
shares
|
$7,570
0.0% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
108
shares
|
$7,500
0.0% of portfolio
|
Q1 2023
Reduced 97.81%
|