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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-144- 20.11% |
$6.68K - $8.47K
|
572
$39.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.2KNew |
$55.7K - $70.6K
|
1.2K
$82.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
18+ 0.42% |
$835 - $1.06K
|
4.34K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-531- 4.69% |
$24.6K - $31.2K
|
10.8K
$738K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.53KNew |
$117K - $149K
|
2.53K
$173K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-210- 3.8% |
$9.74K - $12.4K
|
5.32K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$1.95K - $2.47K
|
42
$2.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4New |
$186 - $235
|
4
$274
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
700New |
$32.5K - $41.2K
|
700
$47.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
5.59K+ 75.41% |
$259K - $329K
|
13K
$890K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-258- 2.94% |
$12K - $15.2K
|
8.52K
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-61- 11.25% |
$2.83K - $3.59K
|
481
$32.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203New |
$9.42K - $11.9K
|
203
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5KNew |
$232K - $294K
|
5K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
62+ 1.33% |
$2.88K - $3.65K
|
4.74K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-259- 85.2% |
$12K - $15.2K
|
45
$3.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.02KNew |
$372K - $472K
|
8.02K
$549K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-125- 2.1% |
$5.8K - $7.35K
|
5.84K
$399K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 51.36% |
$706K - $894K
|
44.8K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-346- 22.93% |
$16.1K - $20.3K
|
1.16K
$79.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$14.5K - $18.3K
|
312
$21.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
26.7KNew |
$1.24M - $1.57M
|
26.7K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75New |
$3.48K - $4.41K
|
75
$5.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-296- 5.78% |
$13.7K - $17.4K
|
4.83K
$330K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-35- 50.72% |
$1.62K - $2.06K
|
34
$2.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.6KNew |
$167K - $212K
|
3.6K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-987- 13.81% |
$45.8K - $58K
|
6.16K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
840+ 1680.0% |
$39K - $49.4K
|
890
$60.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1K+ 15.58% |
$46.4K - $58.8K
|
7.42K
$508K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.6K+ 1020.86% |
$1.28M - $1.62M
|
30.3K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.93KNew |
$368K - $466K
|
7.93K
$543K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-6.6K- 95.65% |
$306K - $388K
|
300
$20.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.28% |
$2K - $2.53K
|
15.6K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-469- 53.78% |
$21.8K - $27.6K
|
403
$27.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
264New |
$12.2K - $15.5K
|
264
$18.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
195New |
$9.05K - $11.5K
|
195
$13.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
305+ 80.26% |
$14.2K - $17.9K
|
685
$46.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-99- 12.55% |
$4.59K - $5.82K
|
690
$47.2K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-15- 1.1% |
$696 - $882
|
1.35K
$92.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-225- 5.65% |
$10.4K - $13.2K
|
3.76K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.04K- 11.89% |
$48.2K - $61K
|
7.7K
$527K
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-506- 3.86% |
$23.5K - $29.8K
|
12.6K
$862K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-950- 17.27% |
$44.1K - $55.9K
|
4.55K
$311K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.34K- 3.9% |
$62K - $78.6K
|
33K
$2.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.75KNew |
$174K - $221K
|
3.75K
$257K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
7.33MNew |
$360M - $438M
|
7.33M
$502M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
319KNew |
$15.7M - $19.1M
|
319K
$21.8M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.91KNew |
$290K - $353K
|
5.91K
$404K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-369- 22.11% |
$18.1K - $22.1K
|
1.3K
$89K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-133- 1.73% |
$6.53K - $7.95K
|
7.56K
$518K
|
|