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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.18KClosed |
$173K - $202K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-45- 33.33% |
$1.87K - $2.18K
|
90
$6.31K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 0.17% |
$457 - $532
|
6.36K
$446K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
47+ 127.03% |
$1.95K - $2.27K
|
84
$5.89K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 206.25% |
$1.37K - $1.6K
|
49
$3.44K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-256- 0.4% |
$10.6K - $12.4K
|
63.8K
$4.48M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$747 - $871
|
18
$1.26K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
77+ 1.31% |
$3.2K - $3.73K
|
5.96K
$418K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3- 0.99% |
$125 - $145
|
301
$21.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
66+ 31.43% |
$2.74K - $3.19K
|
276
$19.4K
|
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-224K- 39.33% |
$9.3M - $10.8M
|
346K
$24.2M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.12% |
$374 - $435
|
7.6K
$533K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-861- 8.47% |
$35.7K - $41.7K
|
9.31K
$653K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$660K - $769K
|
15.9K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
220+ 52.88% |
$9.13K - $10.6K
|
636
$44.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 0.78% |
$7.89K - $9.19K
|
24.6K
$1.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
28New |
$1.16K - $1.35K
|
28
$1.96K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-69- 12.13% |
$2.86K - $3.34K
|
500
$35.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
272New |
$11.3K - $13.2K
|
272
$19.1K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.29KNew |
$53.4K - $62.3K
|
1.29K
$90.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
134New |
$5.56K - $6.48K
|
134
$9.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.89KNew |
$120K - $140K
|
2.89K
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.12% |
$83 - $96.8
|
1.69K
$119K
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-6.1K- 32.64% |
$253K - $295K
|
12.6K
$883K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
288New |
$12K - $13.9K
|
288
$20.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-570- 3.84% |
$23.7K - $27.6K
|
14.3K
$1M
|
|
| Q4 2022 | |||||||
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
220New |
$7.49K - $9.88K
|
220
$15.4K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
300New |
$10.2K - $13.5K
|
300
$21K
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
22.2KNew |
$756K - $997K
|
22.2K
$1.56M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
45.9KNew |
$1.56M - $2.06M
|
45.9K
$3.22M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-300- 5.11% |
$10.2K - $13.5K
|
5.58K
$391K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
184New |
$6.27K - $8.27K
|
184
$12.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$674K - $890K
|
19.8K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-100- 25.0% |
$3.41K - $4.49K
|
300
$21K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
150New |
$5.11K - $6.74K
|
150
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28New |
$954 - $1.26K
|
28
$1.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 6.09% |
$1.26K - $1.66K
|
645
$45.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-29- 22.48% |
$988 - $1.3K
|
100
$7.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.11KNew |
$174K - $230K
|
5.11K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
532New |
$18.1K - $23.9K
|
532
$37.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
47K+ 121.71% |
$1.6M - $2.11M
|
85.6K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-207K- 65.32% |
$7.05M - $9.3M
|
110K
$7.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-236- 8.58% |
$8.04K - $10.6K
|
2.51K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-420- 99.76% |
$14.3K - $18.9K
|
1
$70.1
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13.4KNew |
$456K - $601K
|
13.4K
$938K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
40.8KNew |
$1.39M - $1.83M
|
40.8K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.8KNew |
$436K - $575K
|
12.8K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
17.3KNew |
$589K - $777K
|
17.3K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
273New |
$9.3K - $12.3K
|
273
$19.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
335New |
$11.4K - $15.1K
|
335
$23.5K
|
|