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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
53New |
$3.53K - $4.38K
|
53
$2.87K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
21+ 0.68% |
$1.4K - $1.74K
|
3.09K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 61.82% |
$4.53K - $5.62K
|
42
$2.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.58% |
$3.33K - $4.13K
|
8.63K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-16- 0.69% |
$1.07K - $1.32K
|
2.3K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.4KNew |
$227K - $281K
|
3.4K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-61.3K- 10.97% |
$4.09M - $5.07M
|
497K
$26.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-44- 0.36% |
$2.93K - $3.64K
|
12.1K
$657K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 9642.86% |
$180K - $223K
|
2.73K
$148K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.17% |
$534 - $661
|
4.62K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
170KNew |
$11.3M - $14.1M
|
170K
$9.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
256New |
$17.1K - $21.2K
|
256
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.05% |
$2.27K - $2.81K
|
3.19K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$1.73K - $2.15K
|
26
$1.41K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-105- 1.44% |
$7K - $8.68K
|
7.16K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-644- 3.2% |
$42.9K - $53.2K
|
19.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-121- 3.64% |
$8.07K - $10K
|
3.2K
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-346- 23.65% |
$23.1K - $28.6K
|
1.12K
$60.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
849New |
$56.6K - $70.2K
|
849
$45.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 0.5% |
$6.67K - $8.27K
|
19.9K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
93New |
$6.2K - $7.69K
|
93
$5.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.55% |
$6.67K - $8.27K
|
18.1K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.07KNew |
$605K - $750K
|
9.07K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-260- 3.93% |
$17.3K - $21.5K
|
6.35K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.03KNew |
$336K - $416K
|
5.03K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.29% |
$2.13K - $2.64K
|
1.43K
$77.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
786New |
$52.4K - $65K
|
786
$42.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
201New |
$13.4K - $16.6K
|
201
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16K+ 44.63% |
$77.6K - $96.1K
|
3.77K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.5KNew |
$698K - $865K
|
10.5K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$1.2K - $1.49K
|
18
$974
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-28- 0.64% |
$1.87K - $2.31K
|
4.33K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.03KNew |
$135K - $167K
|
2.03K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 19.89% |
$120K - $148K
|
7.22K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$6.47K - $8.02K
|
97
$5.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
213New |
$14.2K - $17.6K
|
213
$11.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-900- 12.58% |
$60K - $74.4K
|
6.26K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.5KNew |
$234K - $289K
|
3.5K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 20.16% |
$3.27K - $4.05K
|
292
$15.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$55K - $68.2K
|
825
$44.6K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19+ 0.45% |
$1.27K - $1.57K
|
4.29K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3K+ 57.22% |
$200K - $248K
|
8.25K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 11.11% |
$33.3K - $41.3K
|
5K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
11.1KNew |
$740K - $917K
|
11.1K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
169+ 0.85% |
$11.3K - $14K
|
20.1K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-147- 1.6% |
$9.8K - $12.1K
|
9.06K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-80- 0.81% |
$5.34K - $6.61K
|
9.75K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 2.71% |
$127K - $158K
|
72.3K
$3.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
30+ 0.82% |
$2K - $2.48K
|
3.69K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.42KNew |
$94.7K - $117K
|
1.42K
$76.8K
|
|