Latest Institutional Transactions on Carrier Global Corp (CARR)
This table provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
99.2K+ 9924700.0% |
$6.62M - $8.2M
|
99.2K
$6.01M
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
469K+ 469100.0% |
$31.3M - $38.8M
|
469K
$28.4M
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
291K+ 13.99% |
$19.4M - $24.1M
|
2.37M
$144M
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
18.4K+ 16.37% |
$1.23M - $1.52M
|
131K
$7.92M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.03KNew |
$336K - $416K
|
5.03K
$305K
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
122+ 1.39% |
$8.14K - $10.1K
|
8.88K
$538K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.61K- 38.21% |
$307K - $381K
|
7.45K
$452K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.29% |
$2.13K - $2.64K
|
1.43K
$86.7K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
30.6K+ 9.85% |
$2.04M - $2.52M
|
341K
$20.7M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
786New |
$52.4K - $65K
|
786
$47.6K
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.54% |
$1.13K - $1.41K
|
3.16K
$191K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.47% |
$5.74K - $7.11K
|
18.4K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
6.68KNew |
$446K - $552K
|
6.68K
$405K
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.23K- 6.73% |
$216K - $267K
|
44.8K
$2.71M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
5.87K+ 5.13% |
$392K - $485K
|
120K
$7.29M
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-10.7K- 51.86% |
$713K - $883K
|
9.92K
$601K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
201New |
$13.4K - $16.6K
|
201
$12.2K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.4K- 36.17% |
$691K - $856K
|
18.3K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.76K+ 102.91% |
$184K - $228K
|
5.44K
$329K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.6K- 3.36% |
$2.38M - $2.94M
|
1.02M
$62.1M
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16K+ 44.63% |
$77.6K - $96.1K
|
3.77K
$228K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
149+ 6.6% |
$9.94K - $12.3K
|
2.41K
$146K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-571- 0.63% |
$38.1K - $47.2K
|
89.8K
$5.44M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
292+ 3.13% |
$19.5K - $24.1K
|
9.63K
$583K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15.1K- 56.29% |
$1.01M - $1.25M
|
11.7K
$711K
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
43.7K+ 1.19% |
$2.92M - $3.62M
|
3.71M
$225M
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
SELL
|
- |
-14.9K- 14.67% |
$996K - $1.23M
|
86.9K
$5.27M
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
91+ 0.45% |
$6.07K - $7.52K
|
20.3K
$1.23M
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.04% |
$133 - $165
|
5.53K
$335K
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
216K+ 48.53% |
$14.4M - $17.9M
|
661K
$40.1M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.37K+ 1.93% |
$492K - $609K
|
389K
$23.6M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-144K- 58.59% |
$9.63M - $11.9M
|
102K
$6.18M
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-479- 2.93% |
$31.9K - $39.6K
|
15.9K
$960K
|
|
Feb 07, 2025
Q4 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-23.9K- 10.91% |
$1.59M - $1.98M
|
195K
$11.8M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
160+ 80.0% |
$10.7K - $13.2K
|
360
$21.8K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.84K- 39.67% |
$123K - $152K
|
2.8K
$169K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
107+ 0.18% |
$7.14K - $8.84K
|
60.7K
$3.68M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
850+ 7.92% |
$56.7K - $70.3K
|
11.6K
$702K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 0.44% |
$2K - $2.48K
|
6.8K
$412K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-730- 1.12% |
$48.7K - $60.3K
|
64.4K
$3.9M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 12.32% |
$6.74K - $8.35K
|
921
$55.8K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-446- 10.09% |
$29.7K - $36.9K
|
3.97K
$241K
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
98+ 1.47% |
$6.54K - $8.1K
|
6.77K
$410K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.2% |
$800 - $992
|
5.93K
$359K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.39K+ 7.35% |
$493K - $611K
|
108K
$6.53M
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
4.65KNew |
$310K - $384K
|
4.65K
$281K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
495+ 19.47% |
$33K - $40.9K
|
3.04K
$184K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.38K+ 18.53% |
$292K - $362K
|
28K
$1.7M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.73K+ 76.43% |
$315K - $391K
|
10.9K
$662K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.77K+ 11.68% |
$118K - $146K
|
16.9K
$1.02M
|