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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.3K+ 13.02% |
$688K - $852K
|
89.5K
$5.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-548- 9.69% |
$36.5K - $45.3K
|
5.11K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 20.0% |
$800 - $992
|
48
$2.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
209+ 3.62% |
$13.9K - $17.3K
|
5.99K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85.7KNew |
$5.71M - $7.08M
|
85.7K
$5.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-937- 6.11% |
$62.5K - $77.4K
|
14.4K
$863K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-338- 0.73% |
$22.5K - $27.9K
|
46.1K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-70- 8.25% |
$4.67K - $5.79K
|
778
$46.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.97K+ 27.22% |
$331K - $410K
|
23.2K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$1.33K - $1.65K
|
3.46K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
315+ 5.97% |
$21K - $26K
|
5.6K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
588+ 1.59% |
$39.2K - $48.6K
|
37.5K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.04% |
$133 - $165
|
5.34K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 0.43% |
$1.53K - $1.9K
|
5.39K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
124+ 0.74% |
$8.27K - $10.2K
|
16.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.12K+ 221.81% |
$475K - $588K
|
10.3K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.5KNew |
$300K - $372K
|
4.5K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 1.13% |
$333 - $413
|
439
$26.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-126- 3.93% |
$8.4K - $10.4K
|
3.08K
$185K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-67- 41.36% |
$4.47K - $5.54K
|
95
$5.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.27% |
$66.7 - $82.7
|
371
$22.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-238- 7.79% |
$15.9K - $19.7K
|
2.82K
$169K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$133 - $165
|
4.83K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-23- 5.57% |
$1.53K - $1.9K
|
390
$23.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-105- 0.99% |
$7K - $8.68K
|
10.5K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
301+ 5.85% |
$20.1K - $24.9K
|
5.45K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245New |
$16.3K - $20.2K
|
245
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.01K+ 3.09% |
$67.1K - $83.1K
|
33.6K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
234+ 5.46% |
$15.6K - $19.3K
|
4.52K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.1K+ 3.58% |
$474K - $587K
|
206K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 0.51% |
$81.5K - $101K
|
243K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7New |
$467 - $579
|
7
$419
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.48K+ 18.54% |
$232K - $287K
|
22.2K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.5KNew |
$233K - $289K
|
3.5K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-13- 0.38% |
$867 - $1.07K
|
3.41K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
742+ 2.57% |
$49.5K - $61.3K
|
29.6K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 5.03% |
$18.4K - $22.8K
|
5.21K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 15.5% |
$4K - $4.96K
|
327
$19.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-41- 1.2% |
$2.73K - $3.39K
|
3.38K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 1.48% |
$2.33K - $2.89K
|
2.4K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.3KNew |
$220K - $273K
|
3.3K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-250- 4.17% |
$16.7K - $20.7K
|
5.75K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-165- 3.14% |
$11K - $13.6K
|
5.09K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-3.94K- 3.88% |
$262K - $325K
|
97.4K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
80+ 0.19% |
$5.34K - $6.61K
|
41.9K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2.92K+ 2.51% |
$195K - $241K
|
119K
$7.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-415- 6.14% |
$27.7K - $34.3K
|
6.35K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-195- 2.16% |
$13K - $16.1K
|
8.83K
$529K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
425+ 10.05% |
$28.3K - $35.1K
|
4.65K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
32+ 0.94% |
$2.13K - $2.64K
|
3.45K
$207K
|