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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-371- 2.58% |
$23K - $30K
|
14K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
46+ 100.0% |
$2.85K - $3.72K
|
92
$6.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$177K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.19KNew |
$197K - $258K
|
3.19K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
164+ 4.39% |
$10.2K - $13.3K
|
3.9K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
8.53K+ 1.16% |
$528K - $690K
|
744K
$50.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-52- 0.96% |
$3.22K - $4.21K
|
5.37K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
375+ 10.12% |
$23.2K - $30.3K
|
4.08K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
150+ 1.66% |
$9.29K - $12.1K
|
9.21K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7- 0.14% |
$433 - $566
|
5.13K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.13% |
$2.41K - $3.15K
|
3.43K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11- 0.34% |
$681 - $890
|
3.21K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 34.09% |
$7.43K - $9.71K
|
472
$32.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$990 - $1.29K
|
6.04K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-228- 6.86% |
$14.1K - $18.4K
|
3.1K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9.91K- 34.57% |
$613K - $802K
|
18.8K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
121K+ 435.2% |
$7.52M - $9.82M
|
149K
$10.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.83K+ 4.39% |
$175K - $229K
|
67.3K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.99K- 20.91% |
$185K - $242K
|
11.3K
$771K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12- 0.32% |
$743 - $971
|
3.7K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$213K - $278K
|
3.43K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
65+ 0.63% |
$4.02K - $5.26K
|
10.4K
$708K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.21% |
$6.19K - $8.09K
|
47.3K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.6K- 7.56% |
$161K - $210K
|
31.8K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
47+ 0.48% |
$2.91K - $3.8K
|
9.83K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.1KNew |
$192K - $250K
|
3.1K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-417- 4.19% |
$25.8K - $33.7K
|
9.54K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.35K- 6.33% |
$83.5K - $109K
|
20K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
4.87K+ 622.09% |
$302K - $394K
|
5.65K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.64KNew |
$349K - $456K
|
5.64K
$385K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.51K- 50.0% |
$341K - $445K
|
5.51K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
645+ 4.39% |
$39.9K - $52.2K
|
15.3K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.47K+ 1.49% |
$215K - $281K
|
236K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
165+ 1.5% |
$10.2K - $13.3K
|
11.1K
$760K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.27% |
$3.71K - $4.85K
|
21.8K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 3.72% |
$7.61K - $9.95K
|
3.43K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.18K+ 7.18% |
$72.7K - $95K
|
17.6K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-774- 3.45% |
$47.9K - $62.6K
|
21.7K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.51K- 2.12% |
$155K - $203K
|
116K
$7.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.19K- 1.08% |
$321K - $419K
|
475K
$32.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-335- 3.91% |
$20.7K - $27.1K
|
8.24K
$562K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
58.1K+ 7969.0% |
$3.6M - $4.7M
|
58.8K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
317+ 1.15% |
$19.6K - $25.6K
|
27.9K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.08K- 2.66% |
$129K - $168K
|
76.1K
$5.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-434- 0.24% |
$26.9K - $35.1K
|
184K
$12.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.39KNew |
$272K - $355K
|
4.39K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
69+ 0.62% |
$4.27K - $5.58K
|
11.2K
$761K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
535+ 7.7% |
$33.1K - $43.3K
|
7.48K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-773- 1.44% |
$47.8K - $62.5K
|
52.9K
$3.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.17KNew |
$196K - $256K
|
3.17K
$216K
|