Latest Institutional Transactions on Carrier Global Corp (CARR)
This table provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-28- 0.64% |
$1.87K - $2.31K
|
4.33K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
252+ 2.98% |
$16.8K - $20.8K
|
8.72K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-668- 7.82% |
$44.5K - $55.2K
|
7.87K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
557+ 0.5% |
$37.1K - $46K
|
111K
$7.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
93K+ 1.96% |
$6.2M - $7.68M
|
4.84M
$312M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-639- 0.95% |
$42.6K - $52.8K
|
66.3K
$4.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
951+ 30.05% |
$63.4K - $78.6K
|
4.12K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.2K- 0.96% |
$147K - $182K
|
226K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.03KNew |
$135K - $167K
|
2.03K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
744+ 0.74% |
$49.6K - $61.5K
|
101K
$6.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.12% |
$667 - $827
|
8.01K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 19.89% |
$120K - $148K
|
7.22K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-443K- 10.81% |
$29.5M - $36.6M
|
3.66M
$236M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24.5K+ 22.19% |
$1.63M - $2.03M
|
135K
$8.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.33K- 2.11% |
$222K - $275K
|
154K
$9.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$6.47K - $8.02K
|
97
$6.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-19.7K- 25.31% |
$1.32M - $1.63M
|
58.3K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$2.67K - $3.31K
|
40
$2.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
32.9K+ 11.04% |
$2.19M - $2.72M
|
331K
$21.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.4K- 1.73% |
$360K - $446K
|
306K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-415- 1.01% |
$27.7K - $34.3K
|
40.5K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-443- 0.41% |
$29.5K - $36.6K
|
108K
$6.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
696+ 0.3% |
$46.4K - $57.5K
|
233K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
31.9KNew |
$2.13M - $2.64M
|
31.9K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-845- 8.31% |
$56.4K - $69.8K
|
9.33K
$602K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-484K- 98.53% |
$32.3M - $40M
|
7.2K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.32K+ 4.85% |
$421K - $522K
|
137K
$8.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.59MNew |
$106M - $131M
|
1.59M
$103M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.08K+ 7.11% |
$72.2K - $89.4K
|
16.3K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
271+ 2.28% |
$18.1K - $22.4K
|
12.1K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
124+ 1.04% |
$8.27K - $10.2K
|
12K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
213New |
$14.2K - $17.6K
|
213
$13.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.1K+ 1.96% |
$407K - $504K
|
318K
$20.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-662- 1.0% |
$44.1K - $54.7K
|
65.3K
$4.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
SELL
|
- |
-400- 9.52% |
$26.7K - $33.1K
|
3.8K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.5KNew |
$234K - $289K
|
3.5K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.99K+ 8.91% |
$400K - $495K
|
73.3K
$4.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-194- 5.24% |
$12.9K - $16K
|
3.51K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-334- 0.34% |
$22.3K - $27.6K
|
97.2K
$6.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.06% |
$467 - $579
|
11K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1K- 55.62% |
$66.7K - $82.7K
|
798
$51.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.04K+ 25.05% |
$203K - $251K
|
15.2K
$980K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.43K- 3.31% |
$228K - $283K
|
100K
$6.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1KNew |
$871K - $1.08M
|
13.1K
$843K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
296+ 2.05% |
$19.7K - $24.5K
|
14.7K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.68% |
$66.7 - $82.7
|
149
$9.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
144+ 1.8% |
$9.6K - $11.9K
|
8.14K
$526K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
530+ 1.57% |
$35.3K - $43.8K
|
34.4K
$2.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 20.16% |
$3.27K - $4.05K
|
292
$18.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.06K+ 0.62% |
$138K - $171K
|
332K
$21.5M
|