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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-46- 50.0% |
$3.07K - $3.8K
|
46
$2.76K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$200 - $248
|
3.02K
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
312+ 4.54% |
$20.8K - $25.8K
|
7.18K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$133 - $165
|
4.02K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105K+ 1791.39% |
$7.01M - $8.68M
|
111K
$6.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
276+ 1.19% |
$18.4K - $22.8K
|
23.5K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
133+ 0.58% |
$8.87K - $11K
|
22.9K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 1.74% |
$2.6K - $3.22K
|
2.28K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
474+ 7.44% |
$31.6K - $39.2K
|
6.85K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$66.7 - $82.7
|
6.03K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.19% |
$1.67K - $2.07K
|
13.2K
$789K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$133 - $165
|
12.9K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
176+ 0.31% |
$11.7K - $14.5K
|
56.5K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
172+ 3.62% |
$11.5K - $14.2K
|
4.93K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-286- 2.85% |
$19.1K - $23.6K
|
9.75K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.68KNew |
$179K - $222K
|
2.68K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-38.4K- 5.16% |
$2.56M - $3.17M
|
705K
$42.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16- 0.35% |
$1.07K - $1.32K
|
4.54K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$600 - $744
|
11.1K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 18.2% |
$8.34K - $10.3K
|
562
$33.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1K- 0.58% |
$66.7K - $82.7K
|
172K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43+ 7.79% |
$2.87K - $3.55K
|
595
$35.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.2K- 11.74% |
$80.2K - $99.4K
|
9.04K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
404KNew |
$26.9M - $33.4M
|
404K
$24.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-10.1K- 4.27% |
$674K - $835K
|
226K
$13.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.39K+ 12.52% |
$93K - $115K
|
12.5K
$751K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-250- 5.36% |
$16.7K - $20.7K
|
4.41K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-380- 21.11% |
$25.3K - $31.4K
|
1.42K
$85.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.5KNew |
$1.7M - $2.11M
|
25.5K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.01% |
$200 - $248
|
22.4K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
195+ 0.89% |
$13K - $16.1K
|
22K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-900- 42.65% |
$60K - $74.4K
|
1.21K
$72.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.9K+ 30.69% |
$1.86M - $2.31M
|
119K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.1% |
$467 - $579
|
6.75K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 1.62% |
$6.6K - $8.18K
|
6.02K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
95New |
$6.34K - $7.85K
|
95
$5.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.02K+ 23.95% |
$335K - $415K
|
26K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
257New |
$17.1K - $21.2K
|
257
$15.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
614+ 4.9% |
$40.9K - $50.7K
|
13.2K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-110- 2.63% |
$7.34K - $9.09K
|
4.08K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-169- 1.27% |
$11.3K - $14K
|
13.1K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.85K+ 90.5% |
$524K - $649K
|
16.5K
$990K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 2.56% |
$9.8K - $12.1K
|
5.89K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-755- 6.34% |
$50.4K - $62.4K
|
11.1K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1K- 12.16% |
$66.8K - $82.8K
|
7.24K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-858- 20.36% |
$57.2K - $70.9K
|
3.36K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.74K- 0.99% |
$116K - $143K
|
173K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.39KNew |
$493K - $610K
|
7.39K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-989- 8.57% |
$66K - $81.7K
|
10.6K
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-418- 6.8% |
$27.9K - $34.5K
|
5.73K
$343K
|