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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-550- 40.68% |
$29.4K - $36.4K
|
802
$61.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-885- 15.58% |
$47.2K - $58.6K
|
4.8K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3- 0.21% |
$160 - $199
|
1.45K
$112K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-484- 12.71% |
$25.8K - $32.1K
|
3.33K
$256K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
8.7K+ 271.88% |
$464K - $576K
|
11.9K
$915K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$53.4 - $66.2
|
4.34K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-20.8K- 68.5% |
$1.11M - $1.38M
|
9.58K
$737K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-35- 0.65% |
$1.87K - $2.32K
|
5.38K
$413K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.48K- 33.62% |
$78.9K - $97.9K
|
2.92K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-9- 0.36% |
$480 - $596
|
2.5K
$192K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-351- 16.12% |
$18.7K - $23.2K
|
1.83K
$141K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-316- 49.14% |
$16.9K - $20.9K
|
327
$25.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
8New |
$427 - $530
|
8
$615
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100+ 24.1% |
$5.34K - $6.62K
|
515
$39.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-50- 7.6% |
$2.67K - $3.31K
|
608
$46.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
275New |
$14.7K - $18.2K
|
275
$21.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
55K+ 141.38% |
$2.94M - $3.64M
|
93.9K
$7.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
270+ 6.1% |
$14.4K - $17.9K
|
4.69K
$361K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
580New |
$31K - $38.4K
|
580
$44.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
512New |
$27.3K - $33.9K
|
512
$39.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
58New |
$3.1K - $3.84K
|
58
$4.46K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-60- 47.24% |
$3.2K - $3.97K
|
67
$5.15K
|
|
|
Jul 23, 2024
Q2 2024
|
St. James Investment Company, LLC
|
BUY
|
- |
3.23KNew |
$172K - $214K
|
3.23K
$248K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 7.56% |
$694 - $861
|
159
$12.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
53New |
$2.83K - $3.51K
|
53
$4.08K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.12% |
$53.4 - $66.2
|
834
$64.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.02K+ 42.93% |
$54.4K - $67.5K
|
3.4K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.43KNew |
$183K - $227K
|
3.43K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
544+ 1.53% |
$29K - $36K
|
36.2K
$2.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-300- 2.86% |
$16K - $19.9K
|
10.2K
$784K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10New |
$534 - $662
|
10
$769
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.39KNew |
$181K - $224K
|
3.39K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$641 - $795
|
12.5K
$965K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-175- 4.6% |
$9.34K - $11.6K
|
3.63K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
90+ 41.86% |
$4.8K - $5.96K
|
305
$23.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13KNew |
$692K - $859K
|
13K
$998K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$107 - $132
|
2
$154
|
|
|
Jul 15, 2024
Q2 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
294KNew |
$15.7M - $19.5M
|
294K
$22.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.54KClosed |
$456K - $565K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
45.7KNew |
$2.44M - $3.03M
|
45.7K
$3.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14- 0.3% |
$747 - $927
|
4.68K
$360K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-14- 0.35% |
$747 - $927
|
4K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 1.93% |
$1.17K - $1.46K
|
1.12K
$85.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
120New |
$6.41K - $7.95K
|
120
$9.23K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-93- 10.38% |
$4.96K - $6.16K
|
803
$61.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.02K- 27.4% |
$108K - $134K
|
5.35K
$411K
|
|
|
Jul 11, 2024
Q2 2024
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-759- 4.91% |
$40.5K - $50.3K
|
14.7K
$1.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-16.9K- 7.4% |
$903K - $1.12M
|
212K
$16.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.78K- 7.72% |
$202K - $250K
|
45.2K
$3.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$21.4K - $26.5K
|
400
$30.8K
|