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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.9K- 0.94% |
$427K - $558K
|
726K
$50.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-29- 2.19% |
$1.8K - $2.35K
|
1.3K
$90.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.35% |
$6.19K - $8.09K
|
7.28K
$511K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
95+ 3.66% |
$5.88K - $7.68K
|
2.69K
$189K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.7K+ 2.57% |
$721K - $943K
|
465K
$32.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58KNew |
$160K - $209K
|
2.58K
$181K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.26K+ 359.32% |
$326K - $426K
|
6.73K
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 3.99% |
$24.8K - $32.4K
|
9.61K
$674K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 1.48% |
$11.1K - $14.5K
|
12.2K
$859K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 5.1% |
$1.61K - $2.1K
|
484
$33.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$155K - $202K
|
2.5K
$176K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
419+ 11.42% |
$25.9K - $33.9K
|
4.09K
$287K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 3.92% |
$10.8K - $14.1K
|
4.26K
$299K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-431- 10.2% |
$26.7K - $34.9K
|
3.8K
$266K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-35- 1.08% |
$2.17K - $2.83K
|
3.21K
$225K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-34- 0.23% |
$2.1K - $2.75K
|
14.4K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 5.65% |
$13.9K - $18.2K
|
4.21K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
500New |
$31K - $40.4K
|
500
$35.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$61.9 - $80.9
|
939
$65.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-150- 0.22% |
$9.29K - $12.1K
|
66.9K
$4.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-216- 36.8% |
$13.4K - $17.5K
|
371
$26K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.62KNew |
$162K - $212K
|
2.62K
$183K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 5.22% |
$205K - $267K
|
60K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-96- 10.48% |
$5.94K - $7.76K
|
820
$57.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$163K - $213K
|
2.63K
$184K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
580New |
$35.9K - $46.9K
|
580
$40.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-165- 4.97% |
$10.2K - $13.3K
|
3.15K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
300+ 1.05% |
$18.6K - $24.3K
|
29K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
12+ 0.61% |
$743 - $971
|
1.97K
$138K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
11+ 0.32% |
$681 - $890
|
3.4K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
2.42K+ 7.98% |
$150K - $196K
|
32.8K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.2KNew |
$198K - $259K
|
3.2K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 6.16% |
$9.04K - $11.8K
|
2.23K
$156K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-74- 1.8% |
$4.58K - $5.99K
|
4.04K
$283K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-9.1K- 75.46% |
$564K - $736K
|
2.96K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-34- 1.04% |
$2.1K - $2.75K
|
3.23K
$227K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.53KNew |
$157K - $205K
|
2.53K
$177K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-100- 1.25% |
$6.19K - $8.09K
|
7.91K
$555K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.92KNew |
$180K - $236K
|
2.92K
$204K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-125- 0.88% |
$7.74K - $10.1K
|
14K
$982K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-950- 40.84% |
$58.8K - $76.8K
|
1.38K
$96.5K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12+ 0.28% |
$641 - $795
|
4.26K
$299K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-600- 46.15% |
$32K - $39.7K
|
700
$49.1K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
242+ 2.09% |
$12.9K - $16K
|
11.8K
$827K
|
|
|
Nov 19, 2024
Q2 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-52.2K- 1.27% |
$2.79M - $3.46M
|
4.05M
$284M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
408K+ 10.72% |
$21.8M - $27M
|
4.21M
$295M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-319KClosed |
$17M - $21.1M
|
0
$0
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.03KNew |
$322K - $400K
|
6.03K
$423K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-225- 39.13% |
$12K - $14.9K
|
350
$24.5K
|
|