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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.83% |
$53.4 - $59.8
|
121
$7.63K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$5.55K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.12K- 1.22% |
$59.9K - $67.1K
|
91K
$5.74M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70New |
$3.74K - $4.19K
|
70
$4.42K
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
7.82KNew |
$418K - $467K
|
7.82K
$493K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$7.75K - $8.67K
|
145
$9.15K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-986- 18.12% |
$52.7K - $59K
|
4.46K
$281K
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
798+ 2.01% |
$42.6K - $47.7K
|
40.5K
$2.55M
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 5.65% |
$139K - $156K
|
43.5K
$2.74M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-511- 3.93% |
$27.3K - $30.6K
|
12.5K
$787K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-262- 11.78% |
$14K - $15.7K
|
1.96K
$124K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
726New |
$38.8K - $43.4K
|
726
$45.8K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.67K- 5.09% |
$196K - $220K
|
68.5K
$4.32M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
136K+ 495.63% |
$7.24M - $8.11M
|
163K
$10.3M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 20.7% |
$147K - $165K
|
10.5K
$665K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-886- 3.57% |
$47.3K - $53K
|
23.9K
$1.51M
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
423KNew |
$22.6M - $25.3M
|
423K
$26.7M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
665+ 2.58% |
$35.5K - $39.8K
|
26.5K
$1.67M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.34K- 2.28% |
$71.6K - $80.2K
|
57.4K
$3.62M
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-35- 0.64% |
$1.87K - $2.09K
|
5.41K
$341K
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 41.59% |
$921K - $1.03M
|
58.7K
$3.7M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.51KNew |
$188K - $210K
|
3.51K
$221K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 20.59% |
$374 - $419
|
41
$2.59K
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.29K+ 25.59% |
$122K - $137K
|
11.2K
$708K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-80- 1.71% |
$4.27K - $4.79K
|
4.59K
$290K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-83- 6.7% |
$4.43K - $4.97K
|
1.16K
$72.9K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-75- 0.97% |
$4.01K - $4.49K
|
7.64K
$482K
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-520- 9.21% |
$27.8K - $31.1K
|
5.12K
$323K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.1K+ 203.32% |
$1.45M - $1.62M
|
40.4K
$2.55M
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-28.2K- 2.13% |
$1.5M - $1.68M
|
1.29M
$81.7M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
8.17KNew |
$436K - $489K
|
8.17K
$515K
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
76.4KNew |
$4.08M - $4.57M
|
76.4K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.57K+ 3.18% |
$137K - $154K
|
83.4K
$5.26M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.95K+ 9.01% |
$158K - $176K
|
35.7K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-146K- 11.33% |
$7.8M - $8.74M
|
1.14M
$72.1M
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
300+ 3.03% |
$16K - $17.9K
|
10.2K
$644K
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-469- 0.98% |
$25.1K - $28.1K
|
47.2K
$2.97M
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2K+ 39.23% |
$107K - $120K
|
7.1K
$448K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
437+ 0.14% |
$23.3K - $26.1K
|
317K
$20M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-83.2K- 75.49% |
$4.45M - $4.98M
|
27K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-5.61K- 3.91% |
$300K - $336K
|
138K
$8.69M
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.28K- 20.47% |
$68.2K - $76.3K
|
4.96K
$313K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-531- 12.73% |
$28.4K - $31.8K
|
3.64K
$230K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.9K+ 2.21% |
$262K - $293K
|
227K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15- 0.28% |
$801 - $897
|
5.33K
$336K
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.37K- 1.42% |
$73.4K - $82.2K
|
95.2K
$6.01M
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.01K- 5.2% |
$161K - $180K
|
54.8K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
15K+ 26.32% |
$801K - $897K
|
72K
$4.54M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
24.4K+ 175.06% |
$1.31M - $1.46M
|
38.4K
$2.42M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 6.37% |
$191K - $213K
|
59.6K
$3.76M
|