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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$222K - $290K
|
3.59K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.49KNew |
$216K - $283K
|
3.49K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$213K - $278K
|
3.43K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.41KNew |
$211K - $276K
|
3.41K
$184K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.34KNew |
$207K - $270K
|
3.34K
$181K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.2KNew |
$198K - $259K
|
3.2K
$173K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.19KNew |
$197K - $258K
|
3.19K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.18KNew |
$197K - $257K
|
3.18K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.11KNew |
$193K - $252K
|
3.11K
$168K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.1KNew |
$192K - $250K
|
3.1K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.04KNew |
$188K - $246K
|
3.04K
$164K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3KNew |
$186K - $243K
|
3K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.99KNew |
$185K - $242K
|
2.99K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.98K+ 9.11% |
$185K - $241K
|
35.7K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.95KNew |
$183K - $239K
|
2.95K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.84KNew |
$176K - $230K
|
2.84K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.84KNew |
$176K - $230K
|
2.84K
$154K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.83KNew |
$175K - $229K
|
2.83K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.82KNew |
$175K - $228K
|
2.82K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.8KNew |
$173K - $227K
|
2.8K
$152K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$173K - $226K
|
2.79K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.73KNew |
$169K - $220K
|
2.73K
$147K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$147K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$146K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$146K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.7KNew |
$167K - $218K
|
2.7K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.69KNew |
$167K - $218K
|
2.69K
$146K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.68KNew |
$166K - $216K
|
2.68K
$145K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.67KNew |
$166K - $216K
|
2.67K
$145K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.67KNew |
$165K - $216K
|
2.67K
$144K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.66KNew |
$165K - $215K
|
2.66K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.65KNew |
$164K - $214K
|
2.65K
$143K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.65KNew |
$164K - $214K
|
2.65K
$143K
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.64KNew |
$164K - $214K
|
2.64K
$143K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.64KNew |
$163K - $213K
|
2.64K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$163K - $213K
|
2.63K
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.63KNew |
$162K - $212K
|
2.63K
$142K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.62KNew |
$162K - $212K
|
2.62K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.62KNew |
$162K - $212K
|
2.62K
$142K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.61KNew |
$162K - $211K
|
2.61K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.61KNew |
$161K - $211K
|
2.61K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$141K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$141K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$141K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2.59KNew |
$161K - $210K
|
2.59K
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$140K
|
|