Latest Institutional Purchases of Carrier Global Corp (CARR)
This list provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
900New |
$48K - $59.6K
|
900
$58.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
816+ 6.03% |
$43.6K - $54K
|
14.4K
$939K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
809+ 3.86% |
$43.2K - $53.6K
|
21.8K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
651New |
$34.8K - $43.1K
|
651
$42.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
650+ 1.75% |
$34.7K - $43K
|
37.7K
$2.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
580New |
$31K - $38.4K
|
580
$37.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
544+ 1.53% |
$29K - $36K
|
36.2K
$2.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
512New |
$27.3K - $33.9K
|
512
$33.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 12.5% |
$26.7K - $33.1K
|
4.5K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
400New |
$21.4K - $26.5K
|
400
$26.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$21.4K - $26.5K
|
400
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
306+ 4.97% |
$16.3K - $20.3K
|
6.46K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
275New |
$14.7K - $18.2K
|
275
$18K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
270+ 6.1% |
$14.4K - $17.9K
|
4.69K
$307K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
242+ 2.09% |
$12.9K - $16K
|
11.8K
$771K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
217New |
$11.6K - $14.4K
|
217
$14.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
174+ 2.01% |
$9.29K - $11.5K
|
8.85K
$578K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122New |
$6.51K - $8.08K
|
122
$7.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.41K - $7.95K
|
120
$7.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
108+ 54.0% |
$5.77K - $7.15K
|
308
$20.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
106+ 2.86% |
$5.66K - $7.02K
|
3.81K
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 24.1% |
$5.34K - $6.62K
|
515
$33.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
90+ 41.86% |
$4.8K - $5.96K
|
305
$19.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
75+ 1.06% |
$4K - $4.97K
|
7.16K
$468K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.97% |
$3.36K - $4.17K
|
6.58K
$430K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
58New |
$3.1K - $3.84K
|
58
$3.79K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$2.83K - $3.51K
|
53
$3.47K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
43+ 8.76% |
$2.3K - $2.85K
|
534
$34.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
25New |
$1.33K - $1.66K
|
25
$1.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
21New |
$1.12K - $1.39K
|
21
$1.37K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20+ 1.16% |
$1.07K - $1.32K
|
1.74K
$114K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
12+ 0.28% |
$641 - $795
|
4.26K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$641 - $795
|
12.5K
$820K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
10+ 0.1% |
$534 - $662
|
9.57K
$626K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$534 - $662
|
10
$654
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$427 - $530
|
8
$523
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$107 - $132
|
2
$131
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2+ 0.02% |
$107 - $132
|
9.5K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.05% |
$53.4 - $66.2
|
1.95K
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.68% |
$53.4 - $66.2
|
148
$9.68K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.19% |
$53.4 - $66.2
|
533
$34.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$53.4 - $66.2
|
4.34K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.12% |
$53.4 - $66.2
|
834
$54.5K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
375KNew |
$20.1M - $22.5M
|
375K
$24.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
321K+ 59.69% |
$17.2M - $19.2M
|
859K
$56.2M
|
|
|
May 15, 2024
Q1 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
103K+ 301.64% |
$5.48M - $6.14M
|
137K
$8.93M
|
|
|
May 14, 2024
Q1 2024
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
92.5KNew |
$4.94M - $5.53M
|
92.5K
$6.05M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
76.4KNew |
$4.08M - $4.57M
|
76.4K
$5M
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
75KNew |
$4.01M - $4.49M
|
75K
$4.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
74.8KNew |
$4M - $4.47M
|
74.8K
$4.89M
|
|