Purchases and Sales Made in Q1 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
127+ 2.3% |
$5.45K - $6.84K
|
5.64K
$358K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
123+ 1.7% |
$5.28K - $6.62K
|
7.35K
$466K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
123+ 1.76% |
$5.28K - $6.62K
|
7.11K
$451K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
120+ 2.51% |
$5.15K - $6.46K
|
4.9K
$310K
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
116New |
$4.98K - $6.24K
|
116
$7.35K
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
115+ 0.03% |
$4.93K - $6.19K
|
330K
$20.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
113+ 1.98% |
$4.85K - $6.08K
|
5.83K
$370K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
108+ 3.79% |
$4.63K - $5.81K
|
2.96K
$188K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
105+ 21.17% |
$4.51K - $5.65K
|
601
$38.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
104+ 0.3% |
$4.46K - $5.6K
|
34.6K
$2.19M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
101+ 2.57% |
$4.33K - $5.44K
|
4.03K
$256K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
100+ 2.12% |
$4.29K - $5.38K
|
4.82K
$306K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
100+ 1.58% |
$4.29K - $5.38K
|
6.43K
$408K
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
100New |
$4.29K - $5.38K
|
100
$6.34K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.48% |
$3.86K - $4.84K
|
6.19K
$393K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
89New |
$3.82K - $4.79K
|
89
$5.64K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
88+ 0.18% |
$3.78K - $4.74K
|
47.7K
$3.02M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
82+ 0.79% |
$3.52K - $4.41K
|
10.4K
$662K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
82+ 30.6% |
$3.52K - $4.41K
|
350
$22.2K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
79+ 1.57% |
$3.39K - $4.25K
|
5.11K
$324K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
75New |
$3.22K - $4.04K
|
75
$4.76K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
71+ 1.62% |
$3.05K - $3.82K
|
4.44K
$282K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
71+ 4.09% |
$3.05K - $3.82K
|
1.81K
$115K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
69+ 1.57% |
$2.96K - $3.71K
|
4.46K
$283K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
65+ 1.05% |
$2.79K - $3.5K
|
6.26K
$397K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
65+ 0.12% |
$2.79K - $3.5K
|
56.4K
$3.58M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
63+ 0.49% |
$2.7K - $3.39K
|
12.9K
$816K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
62+ 0.43% |
$2.66K - $3.34K
|
14.6K
$926K
|
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
60+ 0.52% |
$2.57K - $3.23K
|
11.5K
$730K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
60+ 2.94% |
$2.57K - $3.23K
|
2.1K
$133K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
59+ 0.98% |
$2.53K - $3.18K
|
6.08K
$385K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55New |
$2.36K - $2.96K
|
55
$3.49K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
50+ 6.25% |
$2.15K - $2.69K
|
850
$53.9K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
46New |
$1.97K - $2.48K
|
46
$2.92K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
45+ 0.16% |
$1.93K - $2.42K
|
28K
$1.77M
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
40+ 0.29% |
$1.72K - $2.15K
|
13.8K
$878K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
39+ 0.24% |
$1.67K - $2.1K
|
16.6K
$1.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
35New |
$1.5K - $1.88K
|
35
$2.22K
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
32+ 0.19% |
$1.37K - $1.72K
|
17.1K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 0.29% |
$1.33K - $1.67K
|
10.6K
$672K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30New |
$1.29K - $1.61K
|
30
$1.9K
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 0.59% |
$1.24K - $1.56K
|
4.92K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
27+ 44.26% |
$1.16K - $1.45K
|
88
$5.58K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
23+ 0.54% |
$987 - $1.24K
|
4.26K
$270K
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
22+ 0.34% |
$944 - $1.18K
|
6.53K
$414K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
21+ 0.17% |
$901 - $1.13K
|
12.2K
$772K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
21+ 3.12% |
$901 - $1.13K
|
695
$44.1K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
15+ 0.94% |
$644 - $807
|
1.61K
$102K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
15+ 0.18% |
$644 - $807
|
8.46K
$537K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
14+ 0.02% |
$601 - $753
|
61.6K
$3.9M
|