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 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.62K- 45.32% |
$308K - $381K
|
5.57K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19+ 0.45% |
$1.27K - $1.57K
|
4.29K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 0.44% |
$667 - $827
|
2.26K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3K+ 57.22% |
$200K - $248K
|
8.25K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 11.11% |
$33.3K - $41.3K
|
5K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
11.1KNew |
$740K - $917K
|
11.1K
$854K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
169+ 0.85% |
$11.3K - $14K
|
20.1K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.37K+ 205.17% |
$225K - $279K
|
5.02K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.99K+ 202.3% |
$399K - $495K
|
8.95K
$689K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-147- 1.6% |
$9.8K - $12.1K
|
9.06K
$697K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40+ 1.29% |
$2.67K - $3.31K
|
3.13K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-80- 0.81% |
$5.34K - $6.61K
|
9.75K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.1K- 42.31% |
$73.4K - $90.9K
|
1.5K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.18% |
$1.07K - $1.32K
|
9.11K
$701K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 2.71% |
$127K - $158K
|
72.3K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-50- 13.89% |
$3.33K - $4.13K
|
310
$23.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.56K- 45.43% |
$171K - $212K
|
3.08K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
177+ 6.36% |
$11.8K - $14.6K
|
2.96K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
30+ 0.82% |
$2K - $2.48K
|
3.69K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-314- 7.63% |
$20.9K - $26K
|
3.8K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.42KNew |
$94.7K - $117K
|
1.42K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-220- 5.56% |
$14.7K - $18.2K
|
3.74K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.54% |
$1.8K - $2.23K
|
5.03K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-231- 7.01% |
$15.4K - $19.1K
|
3.06K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
294New |
$19.6K - $24.3K
|
294
$22.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-31- 0.93% |
$2.07K - $2.56K
|
3.31K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55+ 4.25% |
$3.67K - $4.55K
|
1.35K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 7.76% |
$24.2K - $30K
|
4.31K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-23- 21.1% |
$1.53K - $1.9K
|
86
$6.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
715New |
$47.7K - $59.1K
|
715
$55K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 12.82% |
$113K - $141K
|
11.6K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.23K- 25.5% |
$82.2K - $102K
|
3.6K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
255New |
$17K - $21.1K
|
255
$19.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.2KNew |
$80K - $99.2K
|
1.2K
$92.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 6.54% |
$3.47K - $4.3K
|
847
$65.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.85K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 7.53% |
$467 - $579
|
86
$6.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-58.1K- 98.75% |
$3.87M - $4.8M
|
733
$56.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-295- 5.68% |
$19.7K - $24.4K
|
4.9K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.76K- 6.44% |
$318K - $393K
|
69.2K
$5.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.74KNew |
$249K - $309K
|
3.74K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
110New |
$7.34K - $9.09K
|
110
$8.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.43KNew |
$295K - $366K
|
4.43K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-23- 0.78% |
$1.53K - $1.9K
|
2.92K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$66.7 - $82.7
|
5.61K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-8.84K- 11.9% |
$589K - $730K
|
65.4K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.11% |
$267 - $331
|
3.68K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$200 - $248
|
3.02K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.19% |
$1.67K - $2.07K
|
13.2K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
172+ 3.62% |
$11.5K - $14.2K
|
4.93K
$379K
|