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 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
99New |
$3.37K - $4.45K
|
99
$6.78K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
SELL
|
- |
-2.64K- 30.52% |
$89.7K - $118K
|
6K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-19- 0.26% |
$647 - $854
|
7.35K
$503K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.31KNew |
$44.7K - $59K
|
1.31K
$89.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-205- 8.79% |
$6.98K - $9.21K
|
2.13K
$146K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-100- 1.19% |
$3.41K - $4.49K
|
8.33K
$570K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-120- 1.58% |
$4.09K - $5.39K
|
7.48K
$512K
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
111KNew |
$3.77M - $4.97M
|
111K
$7.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.24K- 12.29% |
$42.1K - $55.5K
|
8.82K
$604K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5.37KNew |
$183K - $241K
|
5.37K
$367K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
259+ 21.16% |
$8.82K - $11.6K
|
1.48K
$102K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
150New |
$5.11K - $6.74K
|
150
$10.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
30KNew |
$1.02M - $1.35M
|
30K
$2.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
5.64KNew |
$192K - $253K
|
5.64K
$386K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
31New |
$1.06K - $1.39K
|
31
$2.12K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-243- 0.71% |
$8.28K - $10.9K
|
34K
$2.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
37New |
$1.26K - $1.66K
|
37
$2.53K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-100- 1.27% |
$3.41K - $4.49K
|
7.79K
$533K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
413New |
$14.1K - $18.6K
|
413
$28.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
127New |
$4.33K - $5.71K
|
127
$8.69K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
93New |
$3.17K - $4.18K
|
93
$6.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
3+ 0.13% |
$102 - $135
|
2.28K
$156K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
36+ 15.0% |
$1.23K - $1.62K
|
276
$18.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
71New |
$2.42K - $3.19K
|
71
$4.86K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.59KNew |
$54K - $71.2K
|
1.59K
$108K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
195New |
$6.64K - $8.76K
|
195
$13.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
644New |
$21.9K - $28.9K
|
644
$44.1K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.43KClosed |
$50.5K - $63.6K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.9K- 53.28% |
$489K - $615K
|
12.1K
$831K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-387Closed |
$13.7K - $17.2K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-372- 1.15% |
$13.1K - $16.5K
|
31.9K
$2.19M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-69- 2.92% |
$2.43K - $3.06K
|
2.3K
$157K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.3% |
$176 - $222
|
1.67K
$114K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.05K- 10.66% |
$37.1K - $46.8K
|
8.82K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.06K- 15.52% |
$37.2K - $46.9K
|
5.74K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 8.45% |
$212 - $266
|
65
$4.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
461New |
$16.3K - $20.5K
|
461
$31.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$35.3 - $44.4
|
765
$52.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-42Closed |
$1.48K - $1.87K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-370- 5.99% |
$13.1K - $16.4K
|
5.8K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.14K+ 32.91% |
$181K - $228K
|
20.7K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-254- 1.78% |
$8.96K - $11.3K
|
14K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.14K- 16.49% |
$322K - $406K
|
46.3K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-48.9K- 88.05% |
$1.72M - $2.17M
|
6.63K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.53K+ 11.92% |
$124K - $157K
|
33.1K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$437K - $551K
|
12.4K
$849K
|
|
|
Nov 14, 2022
Q3 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
9K+ 146.34% |
$318K - $400K
|
15.2K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.15KNew |
$252K - $318K
|
7.15K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
230KNew |
$8.1M - $10.2M
|
230K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-819- 0.08% |
$28.9K - $36.4K
|
1.04M
$70.9M
|
|