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 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-90- 0.23% |
$6K - $7.44K
|
39.7K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
836+ 5.45% |
$55.8K - $69.1K
|
16.2K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$667 - $827
|
10
$599
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.25% |
$3.33K - $4.13K
|
750
$44.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-557- 6.15% |
$37.1K - $46K
|
8.5K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300- 5.72% |
$20K - $24.8K
|
4.95K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
365+ 0.2% |
$24.3K - $30.2K
|
184K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-163- 2.95% |
$10.9K - $13.5K
|
5.37K
$321K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-445- 91.94% |
$29.7K - $36.8K
|
39
$2.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
505+ 16.26% |
$33.7K - $41.7K
|
3.61K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-3.25K- 1.61% |
$217K - $268K
|
198K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.98K- 16.2% |
$132K - $163K
|
10.2K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.6K- 20.28% |
$775K - $960K
|
45.7K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
68+ 1.68% |
$4.53K - $5.62K
|
4.11K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
371+ 1.17% |
$24.7K - $30.7K
|
32K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 0.42% |
$10.9K - $13.5K
|
38.9K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.68K- 55.18% |
$312K - $387K
|
3.8K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-272- 5.6% |
$18.1K - $22.5K
|
4.59K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.42KNew |
$228K - $282K
|
3.42K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.18% |
$667 - $827
|
5.59K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
122+ 9.04% |
$8.14K - $10.1K
|
1.47K
$88.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$280K - $346K
|
4.19K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.25K+ 8.1% |
$83.2K - $103K
|
16.6K
$997K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
120+ 0.54% |
$8K - $9.92K
|
22.5K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130+ 16.25% |
$8.67K - $10.7K
|
930
$55.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.27K- 1.67% |
$152K - $188K
|
134K
$8.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.44K+ 2359.02% |
$96K - $119K
|
1.5K
$89.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-135- 28.36% |
$9K - $11.2K
|
341
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2K- 30.87% |
$133K - $165K
|
4.48K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-39- 0.59% |
$2.6K - $3.22K
|
6.57K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-608- 0.47% |
$40.5K - $50.3K
|
129K
$7.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.34K- 5.54% |
$89.5K - $111K
|
22.9K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
2.99K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$3.4K - $4.22K
|
51
$3.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-186- 3.1% |
$12.4K - $15.4K
|
5.81K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 15.81% |
$16.9K - $21K
|
1.35K
$81K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
20+ 0.5% |
$1.33K - $1.65K
|
4.04K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 7.09% |
$9.34K - $11.6K
|
1.83K
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
272+ 8.27% |
$18.1K - $22.5K
|
3.56K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-275- 1.45% |
$18.3K - $22.7K
|
18.7K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$400 - $496
|
5.16K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
9+ 0.23% |
$600 - $744
|
3.87K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
3.21K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$215K - $266K
|
3.22K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$205K - $254K
|
3.08K
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-133- 3.59% |
$8.87K - $11K
|
3.57K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-549- 24.64% |
$36.6K - $45.4K
|
1.68K
$101K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.26% |
$133 - $165
|
779
$46.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-27- 0.26% |
$1.8K - $2.23K
|
10.4K
$624K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-898K- 98.98% |
$59.9M - $74.2M
|
9.26K
$554K
|