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 |
---|---|---|---|---|---|---|---|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17New |
$789 - $1K
|
17
$1.16K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
10New |
$464 - $588
|
10
$685
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
82KNew |
$3.81M - $4.83M
|
82K
$5.62M
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6New |
$278 - $353
|
6
$411
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5+ 0.1% |
$232 - $294
|
5.05K
$345K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180New |
$8.35K - $10.6K
|
180
$12.3K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.64K
|
|
Feb 14, 2024
Q4 2023
|
Oakmont Corp
|
SELL
|
- |
-33- 2.28% |
$1.53K - $1.94K
|
1.41K
$96.7K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
143KNew |
$6.65M - $8.43M
|
143K
$9.81M
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
257+ 4.6% |
$11.9K - $15.1K
|
5.85K
$400K
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$1.69M - $2.15M
|
36.5K
$2.5M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
353New |
$16.4K - $20.8K
|
353
$24.2K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25.9K+ 79.49% |
$1.2M - $1.52M
|
58.5K
$4M
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.45KNew |
$206K - $262K
|
4.45K
$304K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
575+ 958.33% |
$26.7K - $33.8K
|
635
$43.5K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-189Closed |
$8.77K - $11.1K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.17KNew |
$54.5K - $69K
|
1.17K
$80.4K
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
6.66KNew |
$309K - $392K
|
6.66K
$456K
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.1K- 19.41% |
$51K - $64.7K
|
4.57K
$313K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-378- 6.61% |
$17.5K - $22.2K
|
5.34K
$366K
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.63KNew |
$400K - $507K
|
8.63K
$591K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
5.5K+ 366.67% |
$255K - $323K
|
7K
$479K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
39New |
$1.81K - $2.29K
|
39
$2.67K
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.6KNew |
$1M - $1.27M
|
21.6K
$1.48M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.34KNew |
$62.2K - $78.8K
|
1.34K
$91.7K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.86KNew |
$225K - $286K
|
4.86K
$333K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-110- 43.31% |
$5.1K - $6.47K
|
144
$9.86K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
600New |
$27.8K - $35.3K
|
600
$41.1K
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.87K- 0.99% |
$86.8K - $110K
|
186K
$12.7M
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
342New |
$15.9K - $20.1K
|
342
$23.4K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.23KNew |
$103K - $131K
|
2.23K
$152K
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$287K - $364K
|
6.2K
$424K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.64K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18.5K+ 37.25% |
$859K - $1.09M
|
68.2K
$4.67M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 9.09% |
$4.64K - $5.88K
|
1K
$68.5K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-540- 83.08% |
$25.1K - $31.8K
|
110
$7.53K
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-39K- 28.75% |
$1.81M - $2.29M
|
96.7K
$6.62M
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$46.4 - $58.8
|
753
$51.5K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.13K+ 17.02% |
$52.4K - $66.4K
|
7.76K
$531K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
267+ 4.35% |
$12.4K - $15.7K
|
6.4K
$438K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 5.56% |
$4.13K - $5.23K
|
1.69K
$116K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
PUT |
-617K- 27.76% |
$28.6M - $36.3M
|
1.61M
$110M
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$476K - $603K
|
10.3K
$702K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.87KNew |
$179K - $227K
|
3.87K
$265K
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.17K- 30.34% |
$101K - $128K
|
4.99K
$342K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
267+ 13.72% |
$12.4K - $15.7K
|
2.21K
$151K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.17K- 15.14% |
$54.1K - $68.5K
|
6.53K
$447K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-355- 9.23% |
$16.5K - $20.9K
|
3.49K
$239K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 30.58% |
$1.72K - $2.18K
|
158
$10.8K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.08KNew |
$143K - $181K
|
3.08K
$211K
|