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 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.54% |
$1.8K - $2.23K
|
5.03K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-231- 7.01% |
$15.4K - $19.1K
|
3.06K
$166K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-31- 0.93% |
$2.07K - $2.56K
|
3.31K
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 7.76% |
$24.2K - $30K
|
4.31K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
715New |
$47.7K - $59.1K
|
715
$38.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 12.82% |
$113K - $141K
|
11.6K
$626K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
255New |
$17K - $21.1K
|
255
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.2KNew |
$80K - $99.2K
|
1.2K
$64.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 6.54% |
$3.47K - $4.3K
|
847
$45.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$2.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
110New |
$7.34K - $9.09K
|
110
$5.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-8.84K- 11.9% |
$589K - $730K
|
65.4K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$200 - $248
|
3.02K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.19% |
$1.67K - $2.07K
|
13.2K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
172+ 3.62% |
$11.5K - $14.2K
|
4.93K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
95New |
$6.34K - $7.85K
|
95
$5.14K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
257New |
$17.1K - $21.2K
|
257
$13.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
614+ 4.9% |
$40.9K - $50.7K
|
13.2K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.39KNew |
$493K - $610K
|
7.39K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85.7KNew |
$5.71M - $7.08M
|
85.7K
$4.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-70- 8.25% |
$4.67K - $5.79K
|
778
$42.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.5KNew |
$300K - $372K
|
4.5K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-126- 3.93% |
$8.4K - $10.4K
|
3.08K
$167K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.27% |
$66.7 - $82.7
|
371
$20.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245New |
$16.3K - $20.2K
|
245
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7New |
$467 - $579
|
7
$379
|
|
|
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
$130K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.3KNew |
$220K - $273K
|
3.3K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$667 - $827
|
10
$541
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.25% |
$3.33K - $4.13K
|
750
$40.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-445- 91.94% |
$29.7K - $36.8K
|
39
$2.11K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.6K- 20.28% |
$775K - $960K
|
45.7K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.18% |
$667 - $827
|
5.59K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
122+ 9.04% |
$8.14K - $10.1K
|
1.47K
$79.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$280K - $346K
|
4.19K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.44K+ 2359.02% |
$96K - $119K
|
1.5K
$81.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-135- 28.36% |
$9K - $11.2K
|
341
$18.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-608- 0.47% |
$40.5K - $50.3K
|
129K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 7.09% |
$9.34K - $11.6K
|
1.83K
$99.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-133- 3.59% |
$8.87K - $11K
|
3.57K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-549- 24.64% |
$36.6K - $45.4K
|
1.68K
$90.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-105- 3.36% |
$7K - $8.68K
|
3.02K
$163K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.06M+ 14.73% |
$65.4M - $85.5M
|
8.23M
$445M
|
|
|
Oct 30, 2025
Q3 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-125- 3.21% |
$7.74K - $10.1K
|
3.77K
$204K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.64KNew |
$164K - $214K
|
2.64K
$143K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-330- 8.9% |
$20.4K - $26.7K
|
3.38K
$183K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.62K- 97.46% |
$534K - $697K
|
225
$12.2K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$146K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
19New |
$1.18K - $1.54K
|
19
$1.03K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2K- 66.05% |
$819K - $1.07M
|
6.8K
$368K
|
|