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 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$159K - $207K
|
2.56K
$139K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16- 2.6% |
$990 - $1.29K
|
600
$32.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.19KNew |
$197K - $258K
|
3.19K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.13% |
$2.41K - $3.15K
|
3.43K
$185K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$990 - $1.29K
|
6.04K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$213K - $278K
|
3.43K
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.1KNew |
$192K - $250K
|
3.1K
$167K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.39KNew |
$272K - $355K
|
4.39K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.83KNew |
$175K - $229K
|
2.83K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-743- 1.57% |
$46K - $60.1K
|
46.5K
$2.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-807- 0.94% |
$50K - $65.3K
|
84.7K
$4.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Jade Capital Advisors, LLC
Essex Fells, NJ |
SELL
|
- |
-90K- 90.0% |
$5.57M - $7.28M
|
10K
$541K
|
|
|
Oct 21, 2024
Q3 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-33- 0.55% |
$2.04K - $2.67K
|
5.95K
$322K
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
112+ 44.8% |
$6.93K - $9.06K
|
362
$19.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.4K- 2.21% |
$1.51M - $1.97M
|
1.08M
$58.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.31K+ 5.24% |
$453K - $591K
|
147K
$7.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-54- 3.65% |
$3.34K - $4.37K
|
1.43K
$77.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
310+ 246.03% |
$19.2K - $25.1K
|
436
$23.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$141K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.22KNew |
$137K - $180K
|
2.22K
$120K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-456- 9.95% |
$28.2K - $36.9K
|
4.13K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.53KNew |
$156K - $204K
|
2.53K
$137K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.64KNew |
$163K - $213K
|
2.64K
$143K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.67% |
$124 - $162
|
302
$16.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-4.43K- 37.51% |
$274K - $358K
|
7.37K
$399K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.34KNew |
$207K - $270K
|
3.34K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$147K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 5.71% |
$248 - $324
|
66
$3.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-200- 3.81% |
$12.4K - $16.2K
|
5.05K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-30- 1.77% |
$1.86K - $2.43K
|
1.67K
$90.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-583- 23.53% |
$36.1K - $47.2K
|
1.9K
$103K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-120- 27.91% |
$7.43K - $9.71K
|
310
$16.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.99KNew |
$185K - $242K
|
2.99K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
898+ 64.37% |
$55.6K - $72.6K
|
2.29K
$124K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-100- 1.35% |
$6.19K - $8.09K
|
7.28K
$394K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
95+ 3.66% |
$5.88K - $7.68K
|
2.69K
$146K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58KNew |
$160K - $209K
|
2.58K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$61.9 - $80.9
|
939
$50.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.62KNew |
$162K - $212K
|
2.62K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$163K - $213K
|
2.63K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
580New |
$35.9K - $46.9K
|
580
$31.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.2KNew |
$198K - $259K
|
3.2K
$173K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-74- 1.8% |
$4.58K - $5.99K
|
4.04K
$219K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
168+ 3.36% |
$8.97K - $11.1K
|
5.18K
$280K
|
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-100- 8.89% |
$5.34K - $6.62K
|
1.03K
$55.5K
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-319KClosed |
$17M - $21.1M
|
0
$0
|
|