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 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$40.7K - $49.7K
|
1K
$68.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
150KNew |
$6.09M - $7.44M
|
150K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18.5KNew |
$750K - $917K
|
18.5K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Clean Energy Transition LLP
London, X0 |
SELL
|
- |
-341K- 25.11% |
$13.9M - $17M
|
1.02M
$69.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5K+ 100.0% |
$203K - $249K
|
10K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-634K- 45.65% |
$25.8M - $31.5M
|
754K
$51.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.4K- 74.34% |
$748K - $914K
|
6.35K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.29K- 39.12% |
$52.2K - $63.9K
|
2K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$325K - $398K
|
8K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
18.2K+ 359.74% |
$738K - $903K
|
23.2K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.66M+ 109.93% |
$67.7M - $82.8M
|
3.18M
$218M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 1.43% |
$8.13K - $9.94K
|
13.8K
$947K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
545New |
$22.2K - $27.1K
|
545
$37.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
636+ 1.43% |
$25.9K - $31.6K
|
45.1K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.08KNew |
$328K - $402K
|
8.08K
$553K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.59% |
$40.7 - $49.7
|
170
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-840- 2.47% |
$34.1K - $41.8K
|
33.2K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.43K+ 74.24% |
$302K - $369K
|
17.4K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.2KNew |
$171K - $209K
|
4.2K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 7.72% |
$1.5K - $1.84K
|
442
$30.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
47New |
$1.91K - $2.34K
|
47
$3.22K
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-3.1K- 20.0% |
$126K - $154K
|
12.4K
$849K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.1KNew |
$734K - $898K
|
18.1K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
31New |
$1.26K - $1.54K
|
31
$2.12K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 1.04% |
$2.03K - $2.49K
|
4.84K
$331K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-35- 0.42% |
$1.42K - $1.74K
|
8.34K
$571K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
89.9KNew |
$3.65M - $4.47M
|
89.9K
$6.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.79K+ 5.37% |
$72.6K - $88.7K
|
35K
$2.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
37.7KNew |
$1.53M - $1.87M
|
37.7K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
200New |
$8.13K - $9.94K
|
200
$13.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 0.79% |
$325 - $398
|
1K
$68.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-174- 15.63% |
$7.07K - $8.65K
|
939
$64.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$153K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$153K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.1% |
$1.02K - $1.24K
|
24.4K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-758- 11.71% |
$30.8K - $37.7K
|
5.71K
$391K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$181K - $221K
|
4.44K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 1.99% |
$1.06K - $1.29K
|
1.28K
$87.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
9.6KNew |
$390K - $477K
|
9.6K
$657K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-857- 69.85% |
$34.8K - $42.6K
|
370
$25.3K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
25.7KNew |
$1.07M - $1.24M
|
25.7K
$1.76M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
110+ 2.36% |
$4.57K - $5.32K
|
4.77K
$327K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4KClosed |
$431K - $503K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-128KClosed |
$5.32M - $6.2M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$20.5K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
396+ 54.1% |
$16.4K - $19.2K
|
1.13K
$77.2K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-8.66K- 9.11% |
$360K - $419K
|
86.4K
$5.92M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.83K- 97.81% |
$201K - $234K
|
108
$7.39K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$96.2K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
426New |
$17.7K - $20.6K
|
426
$29.2K
|
|