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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 1.3% |
$186 - $243
|
234
$16K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 2.54% |
$6.07K - $7.93K
|
3.96K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-98- 16.55% |
$6.07K - $7.93K
|
494
$33.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-222- 4.03% |
$13.7K - $18K
|
5.28K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.67KNew |
$165K - $216K
|
2.67K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.21K- 0.73% |
$74.6K - $97.5K
|
163K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-65- 1.51% |
$4.02K - $5.26K
|
4.23K
$288K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-609- 12.52% |
$37.7K - $49.3K
|
4.25K
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-269- 7.92% |
$16.7K - $21.8K
|
3.13K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.94KNew |
$182K - $238K
|
2.94K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.14KNew |
$194K - $254K
|
3.14K
$214K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 0.19% |
$619 - $809
|
5.24K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.51K+ 8.92% |
$341K - $446K
|
67.3K
$4.59M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-902- 17.44% |
$55.8K - $73K
|
4.27K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
314+ 0.35% |
$19.4K - $25.4K
|
90.3K
$6.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-249K- 44.76% |
$15.4M - $20.1M
|
307K
$21M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 31.69% |
$1.49M - $1.95M
|
100K
$6.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.46K+ 1.37% |
$276K - $360K
|
330K
$22.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.27K- 19.08% |
$78.4K - $102K
|
5.37K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.37% |
$61.9 - $80.9
|
274
$18.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.62K- 4.77% |
$224K - $293K
|
72.4K
$4.94M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-74K- 5.1% |
$4.58M - $5.99M
|
1.38M
$94M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 27.66% |
$805 - $1.05K
|
60
$4.09K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
542+ 7.9% |
$33.5K - $43.8K
|
7.4K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-95- 1.09% |
$5.88K - $7.68K
|
8.62K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-198- 0.88% |
$12.3K - $16K
|
22.4K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.34KNew |
$82.7K - $108K
|
1.34K
$91.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.6K+ 220.51% |
$409K - $534K
|
9.59K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-170- 0.24% |
$10.5K - $13.7K
|
71.8K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
89+ 1.57% |
$5.51K - $7.2K
|
5.74K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
813+ 42.9% |
$50.3K - $65.8K
|
2.71K
$185K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.42KNew |
$212K - $277K
|
3.42K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
294+ 4.26% |
$18.2K - $23.8K
|
7.2K
$491K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-410- 11.85% |
$25.4K - $33.2K
|
3.05K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.63KNew |
$162K - $212K
|
2.63K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.95KNew |
$183K - $239K
|
2.95K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-361- 10.7% |
$22.3K - $29.2K
|
3.01K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-983- 3.22% |
$60.8K - $79.5K
|
29.5K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.32% |
$4.58K - $5.99K
|
3.27K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.66% |
$1.24K - $1.62K
|
3.02K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.03% |
$124 - $162
|
6.03K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-187- 0.66% |
$11.6K - $15.1K
|
28.2K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
56+ 1.03% |
$3.47K - $4.53K
|
5.48K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13New |
$805 - $1.05K
|
13
$887
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.64KNew |
$164K - $214K
|
2.64K
$180K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96+ 2.15% |
$5.94K - $7.76K
|
4.55K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
59+ 1.54% |
$3.65K - $4.77K
|
3.9K
$266K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
202+ 2.44% |
$12.5K - $16.3K
|
8.47K
$578K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-945- 8.8% |
$58.5K - $76.4K
|
9.79K
$668K
|