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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-97- 2.25% |
$5.18K - $5.8K
|
4.22K
$289K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
703New |
$37.6K - $42.1K
|
703
$48.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
63.6K+ 339.52% |
$3.4M - $3.81M
|
82.3K
$5.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-166- 3.67% |
$8.87K - $9.93K
|
4.36K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-102- 78.46% |
$5.45K - $6.1K
|
28
$1.92K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-60- 2.8% |
$3.21K - $3.59K
|
2.08K
$143K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-275- 5.18% |
$14.7K - $16.5K
|
5.03K
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.01KNew |
$214K - $240K
|
4.01K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-124- 2.16% |
$6.63K - $7.42K
|
5.61K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$6.85K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.82% |
$53.4 - $59.8
|
56
$3.83K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.62KNew |
$193K - $216K
|
3.62K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.4K- 92.22% |
$823K - $921K
|
1.3K
$89K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
128New |
$6.84K - $7.66K
|
128
$8.76K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
2.58K+ 25.95% |
$138K - $155K
|
12.5K
$858K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.7K - $12K
|
100
$6.85K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$6.85K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-17- 53.13% |
$908 - $1.02K
|
15
$1.03K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-400- 2.55% |
$21.4K - $23.9K
|
15.3K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-471- 84.41% |
$25.2K - $28.2K
|
87
$5.96K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582New |
$31.1K - $34.8K
|
582
$39.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-6.06K- 56.11% |
$324K - $362K
|
4.74K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.61KNew |
$246K - $276K
|
4.61K
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$53.4 - $59.8
|
346
$23.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.55K
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-135- 2.79% |
$7.21K - $8.08K
|
4.7K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
183New |
$9.78K - $10.9K
|
183
$12.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
110New |
$5.88K - $6.58K
|
110
$7.53K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.6KNew |
$1.64M - $1.83M
|
30.6K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
12.8KNew |
$684K - $766K
|
12.8K
$876K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$105K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-698- 1.2% |
$37.3K - $41.8K
|
57.3K
$3.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
116New |
$6.2K - $6.94K
|
116
$7.94K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 22.94% |
$2.67K - $2.99K
|
168
$11.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-205- 3.21% |
$11K - $12.3K
|
6.18K
$423K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-265- 5.5% |
$14.2K - $15.9K
|
4.55K
$311K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
112+ 22.09% |
$5.98K - $6.7K
|
619
$42.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 0.47% |
$2.67K - $2.99K
|
10.7K
$729K
|
|
| Q4 2023 | |||||||
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-6K- 1.4% |
$278K - $353K
|
424K
$29M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.79% |
$46.4 - $58.8
|
128
$8.76K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-40- 4.77% |
$1.86K - $2.35K
|
799
$54.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 6.82% |
$1.48K - $1.88K
|
501
$34.3K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
360New |
$16.7K - $21.2K
|
360
$24.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48New |
$2.23K - $2.82K
|
48
$3.29K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$9.58K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
24New |
$1.11K - $1.41K
|
24
$1.64K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
674New |
$31.3K - $39.6K
|
674
$46.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
18New |
$835 - $1.06K
|
18
$1.23K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-310- 6.47% |
$14.4K - $18.2K
|
4.48K
$307K
|
|