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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-118- 0.81% |
$6.3K - $7.06K
|
14.5K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-108- 8.36% |
$5.77K - $6.46K
|
1.18K
$91.1K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
10KNew |
$536K - $600K
|
10K
$772K
|
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
75KNew |
$4.01M - $4.49M
|
75K
$5.77M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-119- 0.98% |
$6.36K - $7.12K
|
12K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-900- 13.89% |
$48.1K - $53.8K
|
5.58K
$429K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 16.24% |
$21.4K - $23.9K
|
2.86K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-4.65KClosed |
$248K - $278K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.54K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
7.35KNew |
$393K - $440K
|
7.35K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.34K+ 26.65% |
$71.4K - $79.9K
|
6.35K
$488K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-275- 3.97% |
$14.7K - $16.5K
|
6.65K
$512K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$5.61K - $6.28K
|
105
$8.08K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 15.65% |
$53.4K - $59.8K
|
5.39K
$415K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.65K- 28.82% |
$88.2K - $98.7K
|
4.08K
$313K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11.9K- 92.44% |
$637K - $713K
|
975
$75K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$86K - $96.3K
|
1.61K
$124K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-89- 0.32% |
$4.76K - $5.32K
|
27.6K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
697+ 5.07% |
$37.2K - $41.7K
|
14.4K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
321K+ 59.69% |
$17.2M - $19.2M
|
859K
$66.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-76- 50.0% |
$4.06K - $4.55K
|
76
$5.85K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-50- 4.26% |
$2.67K - $2.99K
|
1.12K
$86.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 15.56% |
$10.7K - $12K
|
1.09K
$83.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
BUY
|
- |
8.54KNew |
$456K - $511K
|
8.54K
$657K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$267 - $299
|
5
$385
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.45KNew |
$184K - $206K
|
3.45K
$265K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-97- 2.25% |
$5.18K - $5.8K
|
4.22K
$325K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
703New |
$37.6K - $42.1K
|
703
$54.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
63.6K+ 339.52% |
$3.4M - $3.81M
|
82.3K
$6.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-102- 78.46% |
$5.45K - $6.1K
|
28
$2.15K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-60- 2.8% |
$3.21K - $3.59K
|
2.08K
$160K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.82% |
$53.4 - $59.8
|
56
$4.31K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.62KNew |
$193K - $216K
|
3.62K
$278K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-15.4K- 92.22% |
$823K - $921K
|
1.3K
$100K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 66.67% |
$10.7K - $12K
|
100
$7.69K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$7.69K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$565K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-471- 84.41% |
$25.2K - $28.2K
|
87
$6.69K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582New |
$31.1K - $34.8K
|
582
$44.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-6.06K- 56.11% |
$324K - $362K
|
4.74K
$364K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.61KNew |
$246K - $276K
|
4.61K
$355K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$53.4 - $59.8
|
346
$26.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.55K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-135- 2.79% |
$7.21K - $8.08K
|
4.7K
$361K
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
30.6KNew |
$1.64M - $1.83M
|
30.6K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
12.8KNew |
$684K - $766K
|
12.8K
$985K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$118K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
116New |
$6.2K - $6.94K
|
116
$8.92K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 22.94% |
$2.67K - $2.99K
|
168
$12.9K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
782K+ 16.92% |
$36.3M - $46M
|
5.4M
$415M
|
|