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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
547New |
$33.9K - $44.2K
|
547
$37.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-96.3K- 19.47% |
$5.96M - $7.79M
|
398K
$27.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.12K- 5.38% |
$69K - $90.2K
|
19.6K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.75K+ 0.52% |
$108K - $141K
|
338K
$23.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-724- 10.9% |
$44.8K - $58.6K
|
5.92K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.2K+ 33.04% |
$74.3K - $97.1K
|
4.83K
$330K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-362K- 4.56% |
$22.4M - $29.3M
|
7.58M
$517M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.29% |
$2.35K - $3.07K
|
13.1K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.48K+ 62.28% |
$91.5K - $120K
|
3.85K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
418+ 0.27% |
$25.9K - $33.8K
|
155K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
144+ 2.23% |
$8.91K - $11.6K
|
6.61K
$451K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 3.64% |
$95.9K - $125K
|
41K
$2.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.42K- 35.34% |
$150K - $196K
|
4.43K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
15.2KNew |
$942K - $1.23M
|
15.2K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
57+ 0.48% |
$3.53K - $4.61K
|
11.9K
$809K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
13.1K+ 4.61% |
$811K - $1.06M
|
298K
$20.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
215+ 2.16% |
$13.3K - $17.4K
|
10.2K
$694K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-33- 0.82% |
$2.04K - $2.67K
|
4K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
87+ 2.72% |
$5.39K - $7.04K
|
3.29K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
549+ 4.51% |
$34K - $44.4K
|
12.7K
$868K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.18KNew |
$197K - $258K
|
3.18K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
800New |
$49.5K - $64.7K
|
800
$54.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 1.01% |
$62.3K - $81.4K
|
100K
$6.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87KNew |
$178K - $232K
|
2.87K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
60+ 0.71% |
$3.71K - $4.85K
|
8.54K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
464+ 4.65% |
$28.7K - $37.5K
|
10.4K
$713K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
225+ 1.72% |
$13.9K - $18.2K
|
13.3K
$908K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.74K- 1.1% |
$108K - $141K
|
157K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61+ 0.77% |
$3.78K - $4.93K
|
8.02K
$547K
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
18.2KNew |
$1.13M - $1.48M
|
18.2K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-47- 0.14% |
$2.91K - $3.8K
|
32.7K
$2.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
702+ 3.15% |
$43.5K - $56.8K
|
23K
$1.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2.59KNew |
$161K - $210K
|
2.59K
$177K
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-129- 0.19% |
$7.99K - $10.4K
|
68.6K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
15K+ 9.63% |
$926K - $1.21M
|
170K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-45- 0.11% |
$2.79K - $3.64K
|
41.1K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-45- 1.06% |
$2.79K - $3.64K
|
4.18K
$285K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
150+ 4.94% |
$9.29K - $12.1K
|
3.19K
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
69+ 0.12% |
$4.27K - $5.58K
|
56.3K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-7- 0.19% |
$433 - $566
|
3.66K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$82.9K - $108K
|
1.34K
$91.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-250- 3.2% |
$15.5K - $20.2K
|
7.57K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-33K- 71.74% |
$2.04M - $2.67M
|
13K
$887K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
372+ 4.86% |
$23K - $30.1K
|
8.03K
$548K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-94- 3.27% |
$5.82K - $7.6K
|
2.78K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.83% |
$3.1K - $4.04K
|
6K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
20.5K+ 0.81% |
$1.27M - $1.66M
|
2.56M
$175M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.04KNew |
$188K - $246K
|
3.04K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
79+ 0.07% |
$4.89K - $6.39K
|
116K
$7.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.6K+ 10.96% |
$1.21M - $1.59M
|
199K
$13.5M
|