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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1K+ 15.58% |
$46.4K - $58.8K
|
7.42K
$470K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
840+ 1680.0% |
$39K - $49.4K
|
890
$56.4K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
674New |
$31.3K - $39.6K
|
674
$42.7K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
600New |
$27.8K - $35.3K
|
600
$38K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
575+ 958.33% |
$26.7K - $33.8K
|
635
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
353New |
$16.4K - $20.8K
|
353
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
342New |
$15.9K - $20.1K
|
342
$21.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$14.5K - $18.3K
|
312
$19.8K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
267+ 4.35% |
$12.4K - $15.7K
|
6.4K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
267+ 13.72% |
$12.4K - $15.7K
|
2.21K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
264New |
$12.2K - $15.5K
|
264
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
257+ 4.6% |
$11.9K - $15.1K
|
5.85K
$371K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203New |
$9.42K - $11.9K
|
203
$12.9K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180New |
$8.35K - $10.6K
|
180
$11.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 5.56% |
$4.13K - $5.23K
|
1.69K
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75New |
$3.48K - $4.41K
|
75
$4.76K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
62+ 1.33% |
$2.88K - $3.65K
|
4.74K
$300K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48New |
$2.23K - $2.82K
|
48
$3.04K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.28% |
$2K - $2.53K
|
15.6K
$988K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$1.95K - $2.47K
|
42
$2.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
39New |
$1.81K - $2.29K
|
39
$2.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 30.58% |
$1.72K - $2.18K
|
158
$10K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
32New |
$1.48K - $1.88K
|
32
$2.03K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
24New |
$1.11K - $1.41K
|
24
$1.52K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$835 - $1.06K
|
18
$1.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
18+ 0.42% |
$835 - $1.06K
|
4.34K
$275K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$789 - $1K
|
17
$1.08K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
10New |
$464 - $588
|
10
$634
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$278 - $353
|
6
$380
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$232 - $294
|
5.05K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4New |
$186 - $235
|
4
$254
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.79% |
$46.4 - $58.8
|
128
$8.12K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$46.4 - $58.8
|
753
$47.7K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
883KNew |
$43.3M - $52.8M
|
883K
$56M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
319KNew |
$15.7M - $19.1M
|
319K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Appian Way Asset Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$4.91M - $5.98M
|
100K
$6.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
78.8K+ 41.02% |
$3.87M - $4.71M
|
271K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
69K+ 60.47% |
$3.39M - $4.13M
|
183K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.9KNew |
$2.54M - $3.1M
|
51.9K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
49.7KNew |
$2.44M - $2.97M
|
49.7K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
31.8KNew |
$1.56M - $1.9M
|
31.8K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$981K - $1.2M
|
20K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
17KNew |
$834K - $1.02M
|
17K
$1.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
13.9KNew |
$681K - $830K
|
13.9K
$880K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
7.81K+ 976.75% |
$383K - $467K
|
8.61K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
7KNew |
$343K - $419K
|
7K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$312K - $380K
|
6.35K
$403K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.91KNew |
$290K - $353K
|
5.91K
$375K
|
|