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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.3KNew |
$594K - $692K
|
14.3K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.5KNew |
$434K - $506K
|
10.5K
$851K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.15KNew |
$297K - $346K
|
7.15K
$582K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.76KNew |
$239K - $279K
|
5.76K
$469K
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.05KNew |
$210K - $244K
|
5.05K
$411K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.89KNew |
$120K - $140K
|
2.89K
$235K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.45K+ 22.22% |
$60.4K - $70.3K
|
8K
$651K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$114K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.29KNew |
$53.4K - $62.3K
|
1.29K
$105K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05KNew |
$43.7K - $50.9K
|
1.05K
$85.8K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
911+ 11.11% |
$37.8K - $44.1K
|
9.11K
$742K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631New |
$26.2K - $30.5K
|
631
$51.4K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
458+ 36.82% |
$19K - $22.2K
|
1.7K
$139K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
426New |
$17.7K - $20.6K
|
426
$34.7K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
396+ 54.1% |
$16.4K - $19.2K
|
1.13K
$91.9K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$24.4K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
288New |
$12K - $13.9K
|
288
$23.5K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
272New |
$11.3K - $13.2K
|
272
$22.2K
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
247New |
$10.3K - $11.9K
|
247
$20.1K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
220+ 52.88% |
$9.13K - $10.6K
|
636
$51.8K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216+ 46.35% |
$8.97K - $10.5K
|
682
$55.5K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200New |
$8.3K - $9.68K
|
200
$16.3K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 0.78% |
$7.89K - $9.19K
|
24.6K
$2M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
134New |
$5.56K - $6.48K
|
134
$10.9K
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
110+ 2.36% |
$4.57K - $5.32K
|
4.77K
$388K
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
77+ 1.31% |
$3.2K - $3.73K
|
5.96K
$485K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
66+ 31.43% |
$2.74K - $3.19K
|
276
$22.5K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
47+ 127.03% |
$1.95K - $2.27K
|
84
$6.84K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 206.25% |
$1.37K - $1.6K
|
49
$3.99K
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31+ 0.41% |
$1.29K - $1.5K
|
7.55K
$615K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
28New |
$1.16K - $1.35K
|
28
$2.28K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
20New |
$830 - $968
|
20
$1.63K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$747 - $871
|
18
$1.47K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.12% |
$83 - $96.8
|
1.69K
$138K
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
111KNew |
$3.77M - $4.97M
|
111K
$9M
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
47K+ 121.71% |
$1.6M - $2.11M
|
85.6K
$6.97M
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
45.9KNew |
$1.56M - $2.06M
|
45.9K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
40.8KNew |
$1.39M - $1.83M
|
40.8K
$3.32M
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
39.8KNew |
$1.36M - $1.79M
|
39.8K
$3.24M
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
30KNew |
$1.02M - $1.35M
|
30K
$2.44M
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
22.2KNew |
$756K - $997K
|
22.2K
$1.81M
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$674K - $890K
|
19.8K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
17.3KNew |
$589K - $777K
|
17.3K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13.4KNew |
$456K - $601K
|
13.4K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.8KNew |
$437K - $576K
|
12.8K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.8KNew |
$436K - $575K
|
12.8K
$1.04M
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
7.52KNew |
$256K - $338K
|
7.52K
$613K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.84K+ 209.1% |
$199K - $262K
|
8.63K
$703K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.64KNew |
$192K - $253K
|
5.64K
$459K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5.37KNew |
$183K - $241K
|
5.37K
$437K
|