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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
183New |
$9.78K - $10.9K
|
183
$14.9K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150+ 19.92% |
$8.01K - $8.97K
|
903
$73.5K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$7.75K - $8.67K
|
145
$11.8K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
128New |
$6.84K - $7.66K
|
128
$10.4K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
125New |
$6.68K - $7.48K
|
125
$10.2K
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
116New |
$6.2K - $6.94K
|
116
$9.45K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
113+ 12.35% |
$6.04K - $6.76K
|
1.03K
$83.7K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
112+ 1.89% |
$5.98K - $6.7K
|
6.05K
$493K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
112+ 22.09% |
$5.98K - $6.7K
|
619
$50.4K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
110New |
$5.88K - $6.58K
|
110
$8.96K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$5.61K - $6.28K
|
105
$8.55K
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
100+ 0.92% |
$5.34K - $5.98K
|
11K
$897K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$8.14K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$8.14K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$7.17K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
55+ 0.08% |
$2.94K - $3.29K
|
66K
$5.38M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.09% |
$2.14K - $2.39K
|
46.6K
$3.8M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
40+ 2.45% |
$2.14K - $2.39K
|
1.67K
$136K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$125K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.69K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 1.15% |
$1.07K - $1.2K
|
1.75K
$143K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.07K - $1.2K
|
20
$1.63K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$598K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.05% |
$801 - $897
|
30.7K
$2.5M
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$695 - $778
|
13
$1.06K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 34.29% |
$641 - $718
|
47
$3.83K
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10+ 0.26% |
$534 - $598
|
3.84K
$313K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 0.33% |
$534 - $598
|
3.04K
$248K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 2.67% |
$534 - $598
|
385
$31.4K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 20.59% |
$374 - $419
|
41
$3.34K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$267 - $299
|
5
$407
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.55K
$289K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3+ 0.09% |
$160 - $179
|
3.5K
$285K
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.82% |
$53.4 - $59.8
|
56
$4.56K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$53.4 - $59.8
|
346
$28.2K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
143KNew |
$6.65M - $8.43M
|
143K
$11.7M
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
82KNew |
$3.81M - $4.83M
|
82K
$6.68M
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$1.69M - $2.15M
|
36.5K
$2.97M
|
|
Feb 14, 2024
Q4 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
34KNew |
$1.58M - $2M
|
34K
$2.77M
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.6K+ 1020.86% |
$1.28M - $1.62M
|
30.3K
$2.46M
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
26.7KNew |
$1.24M - $1.57M
|
26.7K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25.9K+ 79.49% |
$1.2M - $1.52M
|
58.5K
$4.76M
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.6KNew |
$1M - $1.27M
|
21.6K
$1.76M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
19.7KNew |
$914K - $1.16M
|
19.7K
$1.6M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18.5K+ 37.25% |
$859K - $1.09M
|
68.2K
$5.56M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 51.36% |
$706K - $894K
|
44.8K
$3.65M
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
11.2KNew |
$522K - $662K
|
11.2K
$916K
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$476K - $603K
|
10.3K
$835K
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.63KNew |
$400K - $507K
|
8.63K
$703K
|