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 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
195New |
$9.05K - $11.5K
|
195
$15.9K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180New |
$8.35K - $10.6K
|
180
$14.7K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$11.4K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$7.9K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$7.9K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 5.56% |
$4.13K - $5.23K
|
1.69K
$138K
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
89+ 0.84% |
$4.13K - $5.23K
|
10.7K
$874K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75New |
$3.48K - $4.41K
|
75
$6.11K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
62+ 1.33% |
$2.88K - $3.65K
|
4.74K
$386K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48New |
$2.23K - $2.82K
|
48
$3.91K
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.28% |
$2K - $2.53K
|
15.6K
$1.27M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$1.95K - $2.47K
|
42
$3.42K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
39New |
$1.81K - $2.29K
|
39
$3.18K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 30.58% |
$1.72K - $2.18K
|
158
$12.9K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 6.82% |
$1.48K - $1.88K
|
501
$40.8K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
24New |
$1.11K - $1.41K
|
24
$1.95K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$835 - $1.06K
|
18
$1.47K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
18+ 0.42% |
$835 - $1.06K
|
4.34K
$354K
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$789 - $1K
|
17
$1.38K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
10New |
$464 - $588
|
10
$814
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
8+ 0.16% |
$371 - $470
|
4.91K
$400K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$278 - $353
|
6
$489
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$232 - $294
|
5.05K
$411K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4New |
$186 - $235
|
4
$326
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$46.4 - $58.8
|
753
$61.3K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.92% |
$46.4 - $58.8
|
110
$8.96K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
883KNew |
$43.3M - $52.8M
|
883K
$71.9M
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
319KNew |
$15.7M - $19.1M
|
319K
$26M
|
|
Nov 14, 2023
Q3 2023
|
Appian Way Asset Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$4.91M - $5.98M
|
100K
$8.14M
|
|
Nov 14, 2023
Q3 2023
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
78.8K+ 41.02% |
$3.87M - $4.71M
|
271K
$22.1M
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
69K+ 60.47% |
$3.39M - $4.13M
|
183K
$14.9M
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
66K+ 27.56% |
$3.24M - $3.95M
|
305K
$24.9M
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.9KNew |
$2.54M - $3.1M
|
51.9K
$4.22M
|
|
Nov 14, 2023
Q3 2023
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
49.7KNew |
$2.44M - $2.97M
|
49.7K
$4.05M
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
40KNew |
$1.96M - $2.39M
|
40K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
31.8KNew |
$1.56M - $1.9M
|
31.8K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$981K - $1.2M
|
20K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
17KNew |
$834K - $1.02M
|
17K
$1.38M
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
13.9KNew |
$681K - $830K
|
13.9K
$1.13M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
7.81K+ 976.75% |
$383K - $467K
|
8.61K
$702K
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
7KNew |
$343K - $419K
|
7K
$570K
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.93KNew |
$340K - $414K
|
6.93K
$564K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
6.48KNew |
$318K - $387K
|
6.48K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
6.35KNew |
$312K - $380K
|
6.35K
$517K
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.91KNew |
$290K - $353K
|
5.91K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
5.91K+ 54.85% |
$290K - $353K
|
16.7K
$1.36M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.79K+ 30.4% |
$284K - $346K
|
24.9K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
4.69KNew |
$230K - $281K
|
4.69K
$382K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.3K+ 3.45% |
$211K - $257K
|
129K
$10.5M
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.17KNew |
$204K - $249K
|
4.17K
$339K
|