Purchases and Sales Made in Q2 2022 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.29% |
$172 - $230
|
1.72K
$109K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$138 - $184
|
29.3K
$1.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$138 - $184
|
12.9K
$819K
|
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3New |
$103 - $138
|
3
$191
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$68.8 - $92.1
|
1.5K
$95.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$68.8 - $92.1
|
12.8K
$816K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.02% |
$68.8 - $92.1
|
8.41K
$535K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.28% |
$34.4 - $46
|
352
$22.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$34.4 - $46
|
4.44K
$283K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$34.4 - $46
|
221
$14.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.29% |
$34.4 - $46
|
351
$22.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.6% |
$34.4 - $46
|
169
$10.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.08% |
$34.4 - $46
|
1.24K
$78.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$34.4 - $46
|
13.8K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$34.4 - $46
|
1
$63.6
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.19% |
$34.4 - $46
|
519
$33K
|
|
|
Jul 27, 2022
Q2 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.12% |
$34.4 - $46
|
831
$52.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3- 2.8% |
$103 - $138
|
104
$6.61K
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-3- 2.34% |
$103 - $138
|
125
$7.95K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4- 0.02% |
$138 - $184
|
17.7K
$1.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4Closed |
$138 - $184
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-5- 0.21% |
$172 - $230
|
2.34K
$149K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-6Closed |
$206 - $276
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-8Closed |
$275 - $368
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8- 0.08% |
$275 - $368
|
9.82K
$624K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 2.32% |
$310 - $414
|
379
$24.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-10- 0.09% |
$344 - $460
|
10.7K
$681K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-11- 0.17% |
$379 - $506
|
6.38K
$406K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-15- 0.56% |
$516 - $691
|
2.67K
$170K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-16- 2.41% |
$551 - $737
|
649
$41.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 0.27% |
$585 - $783
|
6.37K
$405K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-17- 0.05% |
$585 - $783
|
36.1K
$2.29M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-20- 0.32% |
$688 - $921
|
6.24K
$397K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-20- 0.26% |
$688 - $921
|
7.6K
$484K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-20- 8.16% |
$688 - $921
|
225
$14.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-21- 0.16% |
$723 - $967
|
13K
$829K
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-23- 0.36% |
$791 - $1.06K
|
6.43K
$409K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-23- 0.35% |
$791 - $1.06K
|
6.55K
$417K
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-24- 0.37% |
$826 - $1.1K
|
6.41K
$407K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-25- 0.33% |
$860 - $1.15K
|
7.6K
$483K
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-25- 0.03% |
$860 - $1.15K
|
86.2K
$5.48M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.25% |
$860 - $1.15K
|
10.2K
$647K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-25- 16.23% |
$860 - $1.15K
|
129
$8.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.48% |
$860 - $1.15K
|
982
$62.5K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-26- 0.15% |
$895 - $1.2K
|
17.7K
$1.12M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-29- 0.17% |
$998 - $1.34K
|
16.8K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-30- 0.5% |
$1.03K - $1.38K
|
6K
$382K
|