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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.7K+ 2.57% |
$721K - $943K
|
465K
$31.8M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
51+ 4.53% |
$3.16K - $4.12K
|
1.18K
$80.6K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
77+ 0.61% |
$4.77K - $6.23K
|
12.6K
$865K
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-3.05K- 1.99% |
$189K - $247K
|
150K
$10.3M
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.58KNew |
$160K - $209K
|
2.58K
$177K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
70+ 1.88% |
$4.33K - $5.66K
|
3.79K
$259K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.13% |
$61.9 - $80.9
|
777
$53.2K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
697+ 13.85% |
$43.1K - $56.4K
|
5.73K
$392K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-35- 2.13% |
$2.17K - $2.83K
|
1.61K
$110K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
5.26K+ 359.32% |
$326K - $426K
|
6.73K
$461K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 3.99% |
$24.8K - $32.4K
|
9.61K
$658K
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-99- 0.03% |
$6.13K - $8.01K
|
362K
$24.8M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-27.1K- 34.72% |
$1.68M - $2.19M
|
51K
$3.49M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-227- 6.95% |
$14.1K - $18.4K
|
3.04K
$208K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
179+ 1.48% |
$11.1K - $14.5K
|
12.2K
$838K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 5.1% |
$1.61K - $2.1K
|
484
$33.1K
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
118K+ 95.37% |
$7.28M - $9.51M
|
241K
$16.5M
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-435- 0.34% |
$26.9K - $35.2K
|
126K
$8.63M
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-124- 2.81% |
$7.68K - $10K
|
4.29K
$294K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.5KNew |
$155K - $202K
|
2.5K
$171K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
487+ 69.57% |
$30.1K - $39.4K
|
1.19K
$81.3K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
419+ 11.42% |
$25.9K - $33.9K
|
4.09K
$280K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-174- 3.92% |
$10.8K - $14.1K
|
4.26K
$292K
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-431- 10.2% |
$26.7K - $34.9K
|
3.8K
$260K
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.57K+ 113.98% |
$283K - $369K
|
8.57K
$587K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.07K- 14.22% |
$66.5K - $86.9K
|
6.48K
$443K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-35- 1.08% |
$2.17K - $2.83K
|
3.21K
$219K
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
53+ 0.35% |
$3.28K - $4.29K
|
15.4K
$1.05M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-34- 0.23% |
$2.1K - $2.75K
|
14.4K
$989K
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.51K+ 1.48% |
$279K - $365K
|
310K
$21.2M
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
14.2K+ 4.89% |
$881K - $1.15M
|
305K
$20.9M
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
225+ 5.65% |
$13.9K - $18.2K
|
4.21K
$288K
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-68- 1.26% |
$4.21K - $5.5K
|
5.34K
$365K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-198- 3.92% |
$12.3K - $16K
|
4.86K
$332K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
794+ 0.61% |
$49.1K - $64.2K
|
130K
$8.9M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-21- 0.28% |
$1.3K - $1.7K
|
7.39K
$506K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-416- 15.73% |
$25.8K - $33.6K
|
2.23K
$153K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
500New |
$31K - $40.4K
|
500
$34.2K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$61.9 - $80.9
|
939
$64.3K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
956+ 20.91% |
$59.2K - $77.3K
|
5.53K
$378K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.28K- 12.17% |
$79.4K - $104K
|
9.25K
$633K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-150- 0.22% |
$9.29K - $12.1K
|
66.9K
$4.58M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-216- 36.8% |
$13.4K - $17.5K
|
371
$25.4K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 5.83% |
$70.9K - $92.6K
|
20.8K
$1.42M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.62KNew |
$162K - $212K
|
2.62K
$179K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-57- 0.22% |
$3.53K - $4.61K
|
25.8K
$1.76M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
513+ 9.35% |
$31.8K - $41.5K
|
6K
$411K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-98- 0.69% |
$6.07K - $7.93K
|
14.1K
$966K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 5.22% |
$205K - $267K
|
60K
$4.11M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-96- 10.48% |
$5.94K - $7.76K
|
820
$56.1K
|