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 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
625New |
$38.7K - $50.6K
|
625
$48.1K
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
2.57KNew |
$159K - $208K
|
2.57K
$198K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.27KNew |
$78.4K - $102K
|
1.27K
$97.5K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
17KNew |
$1.05M - $1.37M
|
17K
$1.31M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
547New |
$33.9K - $44.2K
|
547
$42.1K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-1.12K- 5.38% |
$69K - $90.2K
|
19.6K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-33- 0.82% |
$2.04K - $2.67K
|
4K
$308K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
800New |
$49.5K - $64.7K
|
800
$61.5K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.87KNew |
$178K - $232K
|
2.87K
$221K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
2.59KNew |
$161K - $210K
|
2.59K
$199K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-45- 1.06% |
$2.79K - $3.64K
|
4.18K
$322K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.34KNew |
$82.9K - $108K
|
1.34K
$103K
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-33K- 71.74% |
$2.04M - $2.67M
|
13K
$1M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.83% |
$3.1K - $4.04K
|
6K
$462K
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.04KNew |
$188K - $246K
|
3.04K
$234K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
901New |
$55.8K - $72.9K
|
901
$69.3K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.55KNew |
$158K - $206K
|
2.55K
$196K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$173K - $226K
|
2.79K
$215K
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.68KNew |
$166K - $216K
|
2.68K
$206K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
363New |
$22.5K - $29.4K
|
363
$27.9K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 0.42% |
$619 - $809
|
2.41K
$185K
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.66KNew |
$165K - $215K
|
2.66K
$205K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.04KNew |
$188K - $246K
|
3.04K
$234K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 1.3% |
$186 - $243
|
234
$18K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.67KNew |
$165K - $216K
|
2.67K
$205K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-609- 12.52% |
$37.7K - $49.3K
|
4.25K
$327K
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
813+ 42.9% |
$50.3K - $65.8K
|
2.71K
$208K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.63KNew |
$162K - $212K
|
2.63K
$202K
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
2.95KNew |
$183K - $239K
|
2.95K
$227K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.32% |
$4.58K - $5.99K
|
3.27K
$251K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
13New |
$805 - $1.05K
|
13
$1K
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.49KNew |
$154K - $202K
|
2.49K
$192K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-155- 7.97% |
$9.59K - $12.5K
|
1.79K
$138K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.89K+ 7.43% |
$117K - $153K
|
27.4K
$2.11M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
2.71KNew |
$168K - $220K
|
2.71K
$209K
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$159K - $207K
|
2.56K
$197K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16- 2.6% |
$990 - $1.29K
|
600
$46.2K
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2.59KNew |
$160K - $209K
|
2.59K
$199K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.19KNew |
$197K - $258K
|
3.19K
$245K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-39- 1.13% |
$2.41K - $3.15K
|
3.43K
$264K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
16+ 0.27% |
$990 - $1.29K
|
6.04K
$465K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12- 0.32% |
$743 - $971
|
3.7K
$285K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.43KNew |
$213K - $278K
|
3.43K
$264K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.1KNew |
$192K - $250K
|
3.1K
$238K
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.39KNew |
$272K - $355K
|
4.39K
$338K
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.83KNew |
$175K - $229K
|
2.83K
$218K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.02KNew |
$187K - $244K
|
3.02K
$232K
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.75KNew |
$170K - $223K
|
2.75K
$212K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-743- 1.57% |
$46K - $60.1K
|
46.5K
$3.58M
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-465- 2.63% |
$28.8K - $37.6K
|
17.2K
$1.32M
|