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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.11KNew |
$193K - $252K
|
3.11K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.53% |
$9.29K - $12.1K
|
3.16K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-190- 4.39% |
$11.8K - $15.4K
|
4.14K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50.7K- 89.26% |
$3.14M - $4.1M
|
6.1K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.41KNew |
$211K - $276K
|
3.41K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-400- 6.78% |
$24.8K - $32.4K
|
5.5K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
16K+ 321.69% |
$992K - $1.3M
|
21K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-164- 4.35% |
$10.2K - $13.3K
|
3.61K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.74KNew |
$169K - $221K
|
2.74K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.82KNew |
$175K - $228K
|
2.82K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-319- 26.26% |
$19.7K - $25.8K
|
896
$68.9K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$61.9 - $80.9
|
5.67K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.51KNew |
$155K - $203K
|
2.51K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
27.7K+ 193.39% |
$1.72M - $2.24M
|
42K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
400KNew |
$24.8M - $32.3M
|
400K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
10KNew |
$619K - $809K
|
10K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
87New |
$5.39K - $7.04K
|
87
$6.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.65KNew |
$164K - $214K
|
2.65K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
19.2K+ 140.21% |
$1.19M - $1.55M
|
32.8K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.46KNew |
$338K - $441K
|
5.46K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
575New |
$35.6K - $46.5K
|
575
$44.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.4K+ 5.05% |
$86.7K - $113K
|
29.1K
$2.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.2K+ 1.3% |
$74.2K - $97K
|
93.7K
$7.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1K- 27.76% |
$61.9K - $80.9K
|
2.6K
$200K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.76KNew |
$171K - $223K
|
2.76K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.6KNew |
$161K - $210K
|
2.6K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.49KNew |
$154K - $202K
|
2.49K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$222K - $290K
|
3.59K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
64+ 0.49% |
$3.96K - $5.18K
|
13.1K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
PUT |
30KNew |
$1.86M - $2.43M
|
30K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-75- 1.87% |
$4.64K - $6.07K
|
3.94K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.67KNew |
$166K - $216K
|
2.67K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.7KNew |
$167K - $218K
|
2.7K
$208K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
CALL |
25KNew |
$1.55M - $2.02M
|
25K
$1.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.57KNew |
$159K - $208K
|
2.57K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.63KNew |
$163K - $213K
|
2.63K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
15.1KNew |
$935K - $1.22M
|
15.1K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.65KNew |
$164K - $214K
|
2.65K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
460New |
$28.5K - $37.2K
|
460
$35.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 0.2% |
$61.9 - $80.9
|
511
$39.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 2.46% |
$4.09K - $5.34K
|
2.62K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.61KNew |
$162K - $211K
|
2.61K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$177K - $231K
|
2.85K
$219K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.49KNew |
$154K - $201K
|
2.49K
$191K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.9KNew |
$180K - $235K
|
2.9K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.84KNew |
$176K - $230K
|
2.84K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-26.6K- 74.83% |
$1.64M - $2.15M
|
8.94K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-26- 0.25% |
$1.61K - $2.1K
|
10.2K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.29% |
$371 - $485
|
2.1K
$162K
|