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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.02K+ 42.93% |
$54.4K - $67.5K
|
3.4K
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.43KNew |
$183K - $227K
|
3.43K
$240K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
544+ 1.53% |
$29K - $36K
|
36.2K
$2.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
98.8K+ 28.51% |
$5.27M - $6.54M
|
445K
$31.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 2.86% |
$16K - $19.9K
|
10.2K
$714K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$534 - $662
|
10
$701
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.39KNew |
$181K - $224K
|
3.39K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$641 - $795
|
12.5K
$879K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-175- 4.6% |
$9.34K - $11.6K
|
3.63K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
90+ 41.86% |
$4.8K - $5.96K
|
305
$21.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13KNew |
$692K - $859K
|
13K
$909K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 8.79% |
$10.7K - $13.2K
|
2.08K
$145K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$107 - $132
|
2
$140
|
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
294KNew |
$15.7M - $19.5M
|
294K
$20.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-109- 1.93% |
$5.82K - $7.22K
|
5.53K
$388K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.54KClosed |
$456K - $565K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
45.7KNew |
$2.44M - $3.03M
|
45.7K
$3.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.3% |
$747 - $927
|
4.68K
$328K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-14- 0.35% |
$747 - $927
|
4K
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 1.93% |
$1.17K - $1.46K
|
1.12K
$78.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.41K - $7.95K
|
120
$8.41K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-93- 10.38% |
$4.96K - $6.16K
|
803
$56.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$683K - $848K
|
12.8K
$898K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.47KNew |
$78.2K - $97K
|
1.47K
$103K
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7KNew |
$374K - $464K
|
7K
$491K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 27.4% |
$108K - $134K
|
5.35K
$375K
|
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-759- 4.91% |
$40.5K - $50.3K
|
14.7K
$1.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-16.9K- 7.4% |
$903K - $1.12M
|
212K
$14.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2+ 0.02% |
$107 - $132
|
9.5K
$666K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 1.28% |
$5.34K - $6.62K
|
7.71K
$540K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.78K- 7.72% |
$202K - $250K
|
45.2K
$3.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.98K- 21.24% |
$106K - $131K
|
7.33K
$514K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$21.4K - $26.5K
|
400
$28K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.97% |
$3.36K - $4.17K
|
6.58K
$462K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.08M- 83.0% |
$111M - $125M
|
427K
$29.9M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-240Closed |
$12.8K - $14.4K
|
0
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$6.17K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$7.75K - $8.67K
|
145
$10.2K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-511- 3.93% |
$27.3K - $30.6K
|
12.5K
$875K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.51KNew |
$188K - $210K
|
3.51K
$246K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 20.59% |
$374 - $419
|
41
$2.87K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-83- 6.7% |
$4.43K - $4.97K
|
1.16K
$81K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-75- 0.97% |
$4.01K - $4.49K
|
7.64K
$536K
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-520- 9.21% |
$27.8K - $31.1K
|
5.12K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
76.4KNew |
$4.08M - $4.57M
|
76.4K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.28K- 20.47% |
$68.2K - $76.3K
|
4.96K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.72KNew |
$306K - $342K
|
5.72K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-234- 24.0% |
$12.5K - $14K
|
741
$52K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
256New |
$13.7K - $15.3K
|
256
$18K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
125New |
$6.68K - $7.48K
|
125
$8.77K
|
|