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 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-498- 19.15% |
$17.1K - $22.9K
|
2.1K
$135K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-500- 46.08% |
$17.2K - $23K
|
585
$37.5K
|
|
|
Jul 20, 2022
Q2 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-500- 1.89% |
$17.2K - $23K
|
25.9K
$1.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 50.0% |
$17.2K - $23K
|
500
$32.1K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-504- 2.11% |
$17.3K - $23.2K
|
23.4K
$1.5M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-510Closed |
$17.5K - $23.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-515Closed |
$17.7K - $23.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-518- 1.15% |
$17.8K - $23.8K
|
44.4K
$2.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-526- 0.78% |
$18.1K - $24.2K
|
67.1K
$4.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-535- 0.93% |
$18.4K - $24.6K
|
57.1K
$3.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-535- 4.5% |
$18.4K - $24.6K
|
11.3K
$728K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-550- 1.81% |
$18.9K - $25.3K
|
29.8K
$1.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-561- 4.19% |
$19.3K - $25.8K
|
12.8K
$823K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-563- 5.9% |
$19.4K - $25.9K
|
8.98K
$576K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-566- 0.39% |
$19.5K - $26.1K
|
143K
$9.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-574- 4.2% |
$19.8K - $26.4K
|
13.1K
$840K
|
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-576- 8.0% |
$19.8K - $26.5K
|
6.62K
$425K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-578- 6.73% |
$19.9K - $26.6K
|
8.02K
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-591- 2.32% |
$20.3K - $27.2K
|
24.8K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-631- 7.34% |
$21.7K - $29.1K
|
7.96K
$511K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-641- 1.68% |
$22.1K - $29.5K
|
37.6K
$2.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-645- 4.83% |
$22.2K - $29.7K
|
12.7K
$816K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-648- 0.62% |
$22.3K - $29.8K
|
104K
$6.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-648- 37.03% |
$22.3K - $29.8K
|
1.1K
$70.7K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-650- 11.41% |
$22.4K - $29.9K
|
5.05K
$324K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-650- 2.97% |
$22.4K - $29.9K
|
21.2K
$1.36M
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-658- 2.6% |
$22.6K - $30.3K
|
24.6K
$1.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-663Closed |
$22.8K - $30.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-667Closed |
$23K - $30.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-671- 2.07% |
$23.1K - $30.9K
|
31.7K
$2.04M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-671- 2.07% |
$23.1K - $30.9K
|
31.7K
$2.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-673- 4.35% |
$23.2K - $31K
|
14.8K
$950K
|
|
|
Jul 25, 2022
Q2 2022
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-678- 8.57% |
$23.3K - $31.2K
|
7.23K
$464K
|
|
|
Aug 09, 2022
Q2 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-700- 2.57% |
$24.1K - $32.2K
|
26.5K
$1.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-712- 2.08% |
$24.5K - $32.8K
|
33.4K
$2.15M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-714- 9.3% |
$24.6K - $32.9K
|
6.97K
$447K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-723- 6.8% |
$24.9K - $33.3K
|
9.92K
$636K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-724- 10.95% |
$24.9K - $33.3K
|
5.89K
$378K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-730- 0.58% |
$25.1K - $33.6K
|
125K
$8.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-730- 8.01% |
$25.1K - $33.6K
|
8.38K
$538K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-732- 24.36% |
$25.2K - $33.7K
|
2.27K
$146K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-739- 6.93% |
$25.4K - $34K
|
9.93K
$637K
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-742- 5.52% |
$25.5K - $34.2K
|
12.7K
$816K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-742Closed |
$25.5K - $34.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-746- 10.84% |
$25.7K - $34.3K
|
6.14K
$394K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-750- 8.59% |
$25.8K - $34.5K
|
7.98K
$512K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-755- 0.21% |
$26K - $34.8K
|
351K
$22.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-760- 58.46% |
$26.2K - $35K
|
540
$34.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-776- 10.05% |
$26.7K - $35.7K
|
6.95K
$446K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-783- 4.85% |
$26.9K - $36K
|
15.4K
$986K
|