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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.89KNew |
$120K - $140K
|
2.89K
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.12% |
$83 - $96.8
|
1.69K
$116K
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-6.1K- 32.64% |
$253K - $295K
|
12.6K
$862K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
288New |
$12K - $13.9K
|
288
$19.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-570- 3.84% |
$23.7K - $27.6K
|
14.3K
$977K
|
|
| Q4 2022 | |||||||
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
220New |
$7.49K - $9.88K
|
220
$15.1K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
300New |
$10.2K - $13.5K
|
300
$20.5K
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
22.2KNew |
$756K - $997K
|
22.2K
$1.52M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
45.9KNew |
$1.56M - $2.06M
|
45.9K
$3.14M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-300- 5.11% |
$10.2K - $13.5K
|
5.58K
$382K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
184New |
$6.27K - $8.27K
|
184
$12.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
19.8KNew |
$674K - $890K
|
19.8K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-100- 25.0% |
$3.41K - $4.49K
|
300
$20.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
150New |
$5.11K - $6.74K
|
150
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28New |
$954 - $1.26K
|
28
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 6.09% |
$1.26K - $1.66K
|
645
$44.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-29- 22.48% |
$988 - $1.3K
|
100
$6.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.11KNew |
$174K - $230K
|
5.11K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
532New |
$18.1K - $23.9K
|
532
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
47K+ 121.71% |
$1.6M - $2.11M
|
85.6K
$5.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-207K- 65.32% |
$7.05M - $9.3M
|
110K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-236- 8.58% |
$8.04K - $10.6K
|
2.51K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-420- 99.76% |
$14.3K - $18.9K
|
1
$68.5
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
13.4KNew |
$456K - $601K
|
13.4K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
40.8KNew |
$1.39M - $1.83M
|
40.8K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.8KNew |
$436K - $575K
|
12.8K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
17.3KNew |
$589K - $777K
|
17.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
273New |
$9.3K - $12.3K
|
273
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
335New |
$11.4K - $15.1K
|
335
$22.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
177+ 100.0% |
$6.03K - $7.95K
|
354
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
BUY
|
- |
39.8KNew |
$1.36M - $1.79M
|
39.8K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
874New |
$29.8K - $39.3K
|
874
$59.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$136 - $180
|
4
$274
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$34.1 - $44.9
|
2.23K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-684- 7.68% |
$23.3K - $30.7K
|
8.22K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-904- 1.56% |
$30.8K - $40.6K
|
57K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
5KNew |
$170K - $225K
|
5K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
299New |
$10.2K - $13.4K
|
299
$20.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 4.17% |
$34.1 - $44.9
|
25
$1.71K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
5KNew |
$170K - $225K
|
5K
$342K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
800+ 80.0% |
$27.2K - $35.9K
|
1.8K
$123K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
904New |
$30.8K - $40.6K
|
904
$61.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-391Closed |
$13.3K - $17.6K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.1K+ 6.51% |
$37.5K - $49.4K
|
18K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
122New |
$4.16K - $5.48K
|
122
$8.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-496- 0.77% |
$16.9K - $22.3K
|
63.9K
$4.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.66K- 7.51% |
$159K - $209K
|
57.4K
$3.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
486New |
$16.6K - $21.8K
|
486
$33.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
BUY
|
- |
7.52KNew |
$256K - $338K
|
7.52K
$515K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
385+ 6.11% |
$13.1K - $17.3K
|
6.69K
$458K
|
|