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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-250- 5.36% |
$16.7K - $20.7K
|
4.41K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
195+ 0.89% |
$13K - $16.1K
|
22K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-900- 42.65% |
$60K - $74.4K
|
1.21K
$93.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
95New |
$6.34K - $7.85K
|
95
$7.31K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
257New |
$17.1K - $21.2K
|
257
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
614+ 4.9% |
$40.9K - $50.7K
|
13.2K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.39KNew |
$493K - $610K
|
7.39K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-418- 6.8% |
$27.9K - $34.5K
|
5.73K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85.7KNew |
$5.71M - $7.08M
|
85.7K
$6.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-70- 8.25% |
$4.67K - $5.79K
|
778
$59.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.04% |
$133 - $165
|
5.34K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.5KNew |
$300K - $372K
|
4.5K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-126- 3.93% |
$8.4K - $10.4K
|
3.08K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.27% |
$66.7 - $82.7
|
371
$28.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-105- 0.99% |
$7K - $8.68K
|
10.5K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245New |
$16.3K - $20.2K
|
245
$18.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7New |
$467 - $579
|
7
$539
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 1.48% |
$2.33K - $2.89K
|
2.4K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.3KNew |
$220K - $273K
|
3.3K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-415- 6.14% |
$27.7K - $34.3K
|
6.35K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$667 - $827
|
10
$769
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.25% |
$3.33K - $4.13K
|
750
$57.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-445- 91.94% |
$29.7K - $36.8K
|
39
$3K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.6K- 20.28% |
$775K - $960K
|
45.7K
$3.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.18% |
$667 - $827
|
5.59K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
122+ 9.04% |
$8.14K - $10.1K
|
1.47K
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$280K - $346K
|
4.19K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.44K+ 2359.02% |
$96K - $119K
|
1.5K
$115K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-135- 28.36% |
$9K - $11.2K
|
341
$26.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-608- 0.47% |
$40.5K - $50.3K
|
129K
$9.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
2.99K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$3.4K - $4.22K
|
51
$3.92K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 15.81% |
$16.9K - $21K
|
1.35K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
20+ 0.5% |
$1.33K - $1.65K
|
4.04K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 7.09% |
$9.34K - $11.6K
|
1.83K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-133- 3.59% |
$8.87K - $11K
|
3.57K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-549- 24.64% |
$36.6K - $45.4K
|
1.68K
$129K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-105- 3.36% |
$7K - $8.68K
|
3.02K
$232K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.04K- 4.02% |
$69.4K - $86K
|
24.9K
$1.91M
|
|
| Q3 2024 | |||||||
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.64KNew |
$164K - $214K
|
2.64K
$203K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
11.8K+ 33.3% |
$728K - $951K
|
47K
$3.62M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-330- 8.9% |
$20.4K - $26.7K
|
3.38K
$260K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
300New |
$18.6K - $24.3K
|
300
$23.1K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.62K- 97.46% |
$534K - $697K
|
225
$17.3K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.81KNew |
$174K - $227K
|
2.81K
$216K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.71KNew |
$168K - $219K
|
2.71K
$208K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
19New |
$1.18K - $1.54K
|
19
$1.46K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-350- 12.94% |
$21.7K - $28.3K
|
2.35K
$181K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2K- 66.05% |
$819K - $1.07M
|
6.8K
$523K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6.71K- 49.3% |
$416K - $543K
|
6.9K
$531K
|
|