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 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-590- 1.22% |
$36.5K - $47.7K
|
47.9K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.68K+ 25.02% |
$228K - $298K
|
18.4K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
410+ 11.21% |
$25.4K - $33.2K
|
4.07K
$285K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.2K+ 1.89% |
$198K - $258K
|
172K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-9.94K- 8.89% |
$615K - $804K
|
102K
$7.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
816+ 2.66% |
$50.5K - $66K
|
31.5K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-400- 44.3% |
$24.8K - $32.4K
|
503
$35.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
901New |
$55.8K - $72.9K
|
901
$63.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.55KNew |
$158K - $206K
|
2.55K
$179K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$173K - $226K
|
2.79K
$195K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
424+ 9.79% |
$26.2K - $34.3K
|
4.76K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.22% |
$6.19K - $8.09K
|
46.3K
$3.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-17- 0.29% |
$1.05K - $1.37K
|
5.81K
$407K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
341+ 2.21% |
$21.1K - $27.6K
|
15.8K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-736- 16.01% |
$45.6K - $59.5K
|
3.86K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-81- 6.84% |
$5.01K - $6.55K
|
1.1K
$77.3K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
138K+ 7.84% |
$8.54M - $11.2M
|
1.9M
$133M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.68KNew |
$166K - $216K
|
2.68K
$187K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
363New |
$22.5K - $29.4K
|
363
$25.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 0.42% |
$619 - $809
|
2.41K
$169K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-93- 2.85% |
$5.76K - $7.52K
|
3.17K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-386- 0.52% |
$23.9K - $31.2K
|
73.9K
$5.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 12.42% |
$6.19K - $8.09K
|
905
$63.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
12KNew |
$745K - $974K
|
12K
$843K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
702+ 18.89% |
$43.5K - $56.8K
|
4.42K
$309K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
86+ 1.29% |
$5.32K - $6.96K
|
6.74K
$472K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-38- 0.73% |
$2.35K - $3.07K
|
5.2K
$364K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
913+ 0.68% |
$56.5K - $73.8K
|
134K
$9.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-307- 15.73% |
$19K - $24.8K
|
1.65K
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
134+ 2.12% |
$8.29K - $10.8K
|
6.45K
$452K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.66KNew |
$165K - $215K
|
2.66K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.04KNew |
$188K - $246K
|
3.04K
$213K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 1.3% |
$186 - $243
|
234
$16.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
98+ 2.54% |
$6.07K - $7.93K
|
3.96K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-98- 16.55% |
$6.07K - $7.93K
|
494
$34.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.67KNew |
$165K - $216K
|
2.67K
$187K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-609- 12.52% |
$37.7K - $49.3K
|
4.25K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-269- 7.92% |
$16.7K - $21.8K
|
3.13K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.94KNew |
$182K - $238K
|
2.94K
$206K
|
|
|
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
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 0.19% |
$619 - $809
|
5.24K
$367K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.51K+ 8.92% |
$341K - $446K
|
67.3K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-902- 17.44% |
$55.8K - $73K
|
4.27K
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
314+ 0.35% |
$19.4K - $25.4K
|
90.3K
$6.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-249K- 44.76% |
$15.4M - $20.1M
|
307K
$21.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 31.69% |
$1.49M - $1.95M
|
100K
$7.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.46K+ 1.37% |
$276K - $360K
|
330K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.27K- 19.08% |
$78.4K - $102K
|
5.37K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.37% |
$61.9 - $80.9
|
274
$19.2K
|