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 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
37.7KNew |
$1.53M - $1.87M
|
37.7K
$2.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 0.79% |
$325 - $398
|
1K
$70.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-174- 15.63% |
$7.07K - $8.65K
|
939
$65.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$157K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.1% |
$1.02K - $1.24K
|
24.4K
$1.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-758- 11.71% |
$30.8K - $37.7K
|
5.71K
$401K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$181K - $221K
|
4.44K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 1.99% |
$1.06K - $1.29K
|
1.28K
$90K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
9.6KNew |
$390K - $477K
|
9.6K
$673K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-857- 69.85% |
$34.8K - $42.6K
|
370
$25.9K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.2K- 4.11% |
$463K - $540K
|
260K
$18.2M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
25.7KNew |
$1.07M - $1.24M
|
25.7K
$1.8M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4KClosed |
$431K - $503K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-128KClosed |
$5.32M - $6.2M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$21K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
396+ 54.1% |
$16.4K - $19.2K
|
1.13K
$79.1K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-8.66K- 9.11% |
$360K - $419K
|
86.4K
$6.06M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.83K- 97.81% |
$201K - $234K
|
108
$7.57K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$98.5K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
426New |
$17.7K - $20.6K
|
426
$29.9K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
22.2KNew |
$921K - $1.07M
|
22.2K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-200- 28.57% |
$8.3K - $9.68K
|
500
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
183KNew |
$7.61M - $8.87M
|
183K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-8.42K- 37.16% |
$350K - $407K
|
14.2K
$998K
|
|
|
May 15, 2023
Q1 2023
|
Appian Way Asset Management LP
New York, NY |
BUY
|
- |
159KNew |
$6.61M - $7.7M
|
159K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
31.4K+ 3.08% |
$1.3M - $1.52M
|
1.05M
$73.8M
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.05KNew |
$210K - $244K
|
5.05K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-4.33K- 84.07% |
$180K - $210K
|
821
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05KNew |
$43.7K - $50.9K
|
1.05K
$73.8K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
63.7K+ 169.43% |
$2.64M - $3.08M
|
101K
$7.1M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.15KNew |
$297K - $346K
|
7.15K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.7K- 6.51% |
$1.31M - $1.53M
|
454K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
25K+ 54.92% |
$1.04M - $1.21M
|
70.5K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-644- 12.04% |
$26.7K - $31.2K
|
4.71K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-63- 6.64% |
$2.62K - $3.05K
|
886
$62.1K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.5KNew |
$434K - $506K
|
10.5K
$733K
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
48.2K+ 25.63% |
$2M - $2.33M
|
236K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
20New |
$830 - $968
|
20
$1.4K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-220K- 27.03% |
$9.13M - $10.6M
|
594K
$41.6M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200New |
$8.3K - $9.68K
|
200
$14K
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
27.3KNew |
$1.14M - $1.32M
|
27.3K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
247New |
$10.3K - $11.9K
|
247
$17.3K
|
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
178KNew |
$7.39M - $8.61M
|
178K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.9KNew |
$828K - $965K
|
19.9K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.3KNew |
$594K - $692K
|
14.3K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631New |
$26.2K - $30.5K
|
631
$44.2K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31+ 0.41% |
$1.29K - $1.5K
|
7.55K
$529K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.05MNew |
$293M - $341M
|
7.05M
$494M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216+ 46.35% |
$8.97K - $10.5K
|
682
$47.8K
|
|