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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-70- 0.13% |
$3.74K - $4.64K
|
55.9K
$3.83M
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.02K+ 42.93% |
$54.4K - $67.5K
|
3.4K
$232K
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.43KNew |
$183K - $227K
|
3.43K
$235K
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-100- 2.33% |
$5.34K - $6.62K
|
4.19K
$287K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
544+ 1.53% |
$29K - $36K
|
36.2K
$2.48M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
98.8K+ 28.51% |
$5.27M - $6.54M
|
445K
$30.5M
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 2.86% |
$16K - $19.9K
|
10.2K
$697K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$534 - $662
|
10
$685
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.39KNew |
$181K - $224K
|
3.39K
$232K
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$641 - $795
|
12.5K
$858K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-337- 6.12% |
$18K - $22.3K
|
5.17K
$354K
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-175- 4.6% |
$9.34K - $11.6K
|
3.63K
$249K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
90+ 41.86% |
$4.8K - $5.96K
|
305
$20.9K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-6.9K- 27.84% |
$368K - $457K
|
17.9K
$1.22M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
39+ 8.76% |
$2.08K - $2.58K
|
484
$33.1K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
315+ 2.19% |
$16.8K - $20.9K
|
14.7K
$1.01M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13KNew |
$692K - $859K
|
13K
$888K
|
|
Jul 16, 2024
Q2 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4+ 0.1% |
$214 - $265
|
4.02K
$275K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-407- 4.59% |
$21.7K - $27K
|
8.46K
$579K
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 8.79% |
$10.7K - $13.2K
|
2.08K
$142K
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$107 - $132
|
2
$137
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
294KNew |
$15.7M - $19.5M
|
294K
$20.1M
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-109- 1.93% |
$5.82K - $7.22K
|
5.53K
$379K
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.54KClosed |
$456K - $565K
|
0
$0
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
45.7KNew |
$2.44M - $3.03M
|
45.7K
$3.13M
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.3% |
$747 - $927
|
4.68K
$320K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-14- 0.35% |
$747 - $927
|
4K
$274K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 1.93% |
$1.17K - $1.46K
|
1.12K
$76.3K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.41K - $7.95K
|
120
$8.21K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-93- 10.38% |
$4.96K - $6.16K
|
803
$55K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
12.8KNew |
$683K - $848K
|
12.8K
$876K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 0.21% |
$854 - $1.06K
|
7.44K
$509K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-39- 0.72% |
$2.08K - $2.58K
|
5.34K
$366K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.47KNew |
$78.2K - $97K
|
1.47K
$100K
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7KNew |
$374K - $464K
|
7K
$479K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 27.4% |
$108K - $134K
|
5.35K
$366K
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2K- 11.53% |
$107K - $132K
|
15.3K
$1.05M
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-759- 4.91% |
$40.5K - $50.3K
|
14.7K
$1.01M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-50- 0.94% |
$2.67K - $3.31K
|
5.25K
$359K
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-16.9K- 7.4% |
$903K - $1.12M
|
212K
$14.5M
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2+ 0.02% |
$107 - $132
|
9.5K
$650K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 1.28% |
$5.34K - $6.62K
|
7.71K
$528K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.78K- 7.72% |
$202K - $250K
|
45.2K
$3.09M
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.98K- 21.24% |
$106K - $131K
|
7.33K
$502K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$21.4K - $26.5K
|
400
$27.4K
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 0.97% |
$3.36K - $4.17K
|
6.58K
$451K
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.08M- 83.0% |
$111M - $125M
|
427K
$29.2M
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-240Closed |
$12.8K - $14.4K
|
0
$0
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 9.21% |
$2.99K - $3.35K
|
552
$37.8K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$6.02K
|