Purchases and Sales Made in Q4 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2024. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
505+ 16.26% |
$33.7K - $41.7K
|
3.61K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 11.11% |
$33.3K - $41.3K
|
5K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 1.08% |
$33.3K - $41.3K
|
46.8K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
495+ 19.47% |
$33K - $40.9K
|
3.04K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
492+ 6.47% |
$32.8K - $40.7K
|
8.1K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
485+ 8.22% |
$32.3K - $40.1K
|
6.39K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
474+ 7.44% |
$31.6K - $39.2K
|
6.85K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
469+ 4.61% |
$31.3K - $38.8K
|
10.6K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
465+ 5.97% |
$31K - $38.4K
|
8.25K
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
464+ 3.31% |
$30.9K - $38.3K
|
14.5K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
454+ 15.51% |
$30.3K - $37.5K
|
3.38K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
450+ 3.66% |
$30K - $37.2K
|
12.8K
$809K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
450New |
$30K - $37.2K
|
450
$28.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
448+ 11.7% |
$29.9K - $37K
|
4.28K
$271K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
441+ 14.71% |
$29.4K - $36.4K
|
3.44K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
428+ 10.97% |
$28.5K - $35.4K
|
4.33K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
425+ 10.05% |
$28.3K - $35.1K
|
4.65K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
425+ 8.96% |
$28.3K - $35.1K
|
5.17K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
418+ 10.56% |
$27.9K - $34.5K
|
4.38K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
407+ 34.58% |
$27.1K - $33.6K
|
1.58K
$100K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
407New |
$27.1K - $33.6K
|
407
$25.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
406+ 13.03% |
$27.1K - $33.6K
|
3.52K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
404+ 33.14% |
$26.9K - $33.4K
|
1.62K
$103K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
404New |
$26.9K - $33.4K
|
404
$25.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
384+ 4.44% |
$25.6K - $31.7K
|
9.04K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
376+ 1.19% |
$25.1K - $31.1K
|
32K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
371+ 1.17% |
$24.7K - $30.7K
|
32K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
365+ 0.2% |
$24.3K - $30.2K
|
184K
$11.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
364+ 2.52% |
$24.3K - $30.1K
|
14.8K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
356New |
$23.7K - $29.4K
|
356
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
346+ 2.0% |
$23.1K - $28.6K
|
17.6K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
340+ 236.11% |
$22.7K - $28.1K
|
484
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
325+ 2.41% |
$21.7K - $26.9K
|
13.8K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
325+ 3.17% |
$21.7K - $26.9K
|
10.6K
$670K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
320+ 9.98% |
$21.3K - $26.4K
|
3.53K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
320New |
$21.3K - $26.4K
|
320
$20.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
316+ 5.71% |
$21.1K - $26.1K
|
5.85K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
315+ 5.97% |
$21K - $26K
|
5.6K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
312+ 4.54% |
$20.8K - $25.8K
|
7.18K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
310+ 3.32% |
$20.7K - $25.6K
|
9.63K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
301+ 5.85% |
$20.1K - $24.9K
|
5.45K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300+ 1.74% |
$20K - $24.8K
|
17.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
300+ 7.91% |
$20K - $24.8K
|
4.1K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 1.04% |
$20K - $24.8K
|
29.1K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
299+ 2.6% |
$19.9K - $24.7K
|
11.8K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
297+ 0.51% |
$19.8K - $24.5K
|
58.8K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
296+ 2.05% |
$19.7K - $24.5K
|
14.7K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
294New |
$19.6K - $24.3K
|
294
$18.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
292+ 3.13% |
$19.5K - $24.1K
|
9.63K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
290New |
$19.3K - $24K
|
290
$18.4K
|