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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-400- 7.44% |
$26.7K - $33.1K
|
4.97K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 0.13% |
$267 - $331
|
3.01K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
407New |
$27.1K - $33.6K
|
407
$31.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.05% |
$2.27K - $2.81K
|
3.19K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$1.73K - $2.15K
|
26
$2K
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
19.8K+ 105.15% |
$1.32M - $1.64M
|
38.7K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-105- 1.44% |
$7K - $8.68K
|
7.16K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-644- 3.2% |
$42.9K - $53.2K
|
19.5K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-121- 3.64% |
$8.07K - $10K
|
3.2K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-346- 23.65% |
$23.1K - $28.6K
|
1.12K
$85.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.19% |
$400 - $496
|
3.14K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-218- 1.62% |
$14.5K - $18K
|
13.3K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
849New |
$56.6K - $70.2K
|
849
$65.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
30.7K+ 42.01% |
$2.05M - $2.54M
|
104K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
89.7K+ 42.64% |
$5.98M - $7.41M
|
300K
$23.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 0.5% |
$6.67K - $8.27K
|
19.9K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
93New |
$6.2K - $7.69K
|
93
$7.15K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
356New |
$23.7K - $29.4K
|
356
$27.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
742+ 530.0% |
$49.5K - $61.3K
|
882
$67.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.55% |
$6.67K - $8.27K
|
18.1K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-72- 2.27% |
$4.8K - $5.95K
|
3.1K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.07KNew |
$605K - $750K
|
9.07K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-260- 3.93% |
$17.3K - $21.5K
|
6.35K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5.03KNew |
$336K - $416K
|
5.03K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.29% |
$2.13K - $2.64K
|
1.43K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
786New |
$52.4K - $65K
|
786
$60.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
201New |
$13.4K - $16.6K
|
201
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16K+ 44.63% |
$77.6K - $96.1K
|
3.77K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
4.65KNew |
$310K - $384K
|
4.65K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
200+ 6.46% |
$13.3K - $16.5K
|
3.3K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$333K - $413K
|
5K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.5KNew |
$698K - $865K
|
10.5K
$805K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$1.2K - $1.49K
|
18
$1.38K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.24% |
$2.93K - $3.64K
|
3.5K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-28- 0.64% |
$1.87K - $2.31K
|
4.33K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
951+ 30.05% |
$63.4K - $78.6K
|
4.12K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.03KNew |
$135K - $167K
|
2.03K
$156K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79K- 19.89% |
$120K - $148K
|
7.22K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$6.47K - $8.02K
|
97
$7.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
213New |
$14.2K - $17.6K
|
213
$16.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-48- 0.11% |
$3.2K - $3.97K
|
42.8K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-900- 12.58% |
$60K - $74.4K
|
6.26K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
656+ 19.91% |
$43.7K - $54.2K
|
3.95K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-31- 0.49% |
$2.07K - $2.56K
|
6.28K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.5KNew |
$234K - $289K
|
3.5K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.68% |
$66.7 - $82.7
|
149
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 20.16% |
$3.27K - $4.05K
|
292
$22.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
19+ 0.08% |
$1.27K - $1.57K
|
23.1K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.11KNew |
$208K - $257K
|
3.11K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$55K - $68.2K
|
825
$63.5K
|