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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
398+ 1.99% |
$19.5K - $23.8K
|
20.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
127New |
$6.23K - $7.59K
|
127
$9.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.17KNew |
$204K - $249K
|
4.17K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.57K- 24.65% |
$224K - $273K
|
14K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
97New |
$4.76K - $5.8K
|
97
$7.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-745- 71.29% |
$36.6K - $44.6K
|
300
$23.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
393+ 36.39% |
$19.3K - $23.5K
|
1.47K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-7.15K- 55.04% |
$351K - $428K
|
5.84K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
515+ 3.48% |
$25.3K - $30.8K
|
15.3K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-891- 17.73% |
$43.7K - $53.3K
|
4.14K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-441Closed |
$21.6K - $26.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-164- 1.46% |
$8.05K - $9.81K
|
11.1K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-112K- 50.45% |
$5.5M - $6.7M
|
110K
$8.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
75+ 15.0% |
$3.68K - $4.49K
|
575
$44.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
51.9KNew |
$2.54M - $3.1M
|
51.9K
$3.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
370New |
$18.2K - $22.1K
|
370
$28.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4.3K+ 3.45% |
$211K - $257K
|
129K
$9.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-600- 0.83% |
$29.4K - $35.9K
|
71.9K
$5.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
7.81K+ 976.75% |
$383K - $467K
|
8.61K
$663K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-7.5K- 33.83% |
$368K - $448K
|
14.7K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
883KNew |
$43.3M - $52.8M
|
883K
$67.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.66K+ 6.15% |
$180K - $219K
|
63.2K
$4.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200+ 16.0% |
$9.81K - $12K
|
1.45K
$112K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.79K+ 30.4% |
$284K - $346K
|
24.9K
$1.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
3.93KNew |
$193K - $235K
|
3.93K
$302K
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
BUY
|
- |
3.79KNew |
$186K - $226K
|
3.79K
$291K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.74KNew |
$184K - $224K
|
3.74K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-903K- 20.77% |
$44.3M - $54M
|
3.45M
$265M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
430+ 90.91% |
$21.1K - $25.7K
|
903
$69.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-120- 0.41% |
$5.89K - $7.18K
|
28.9K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
1KNew |
$49.1K - $59.8K
|
1K
$76.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 4.26% |
$4.91K - $5.98K
|
2.25K
$173K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.62% |
$2.45K - $2.99K
|
8.03K
$617K
|
|
|
Nov 01, 2023
Q3 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-18.5K- 14.29% |
$906K - $1.1M
|
111K
$8.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-74- 14.89% |
$3.63K - $4.43K
|
423
$32.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
815+ 8.91% |
$40K - $48.7K
|
9.96K
$766K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.6K- 3.92% |
$275K - $335K
|
137K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 5.56% |
$4.91K - $5.98K
|
1.7K
$131K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.75K+ 9.48% |
$184K - $224K
|
43.3K
$3.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
629New |
$30.9K - $37.6K
|
629
$48.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
99New |
$4.86K - $5.92K
|
99
$7.62K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-112- 2.54% |
$5.5K - $6.7K
|
4.3K
$330K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-291- 6.08% |
$14.3K - $17.4K
|
4.5K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-3.72K- 21.55% |
$183K - $223K
|
13.6K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
13.9KNew |
$681K - $830K
|
13.9K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
410+ 5.81% |
$20.1K - $24.5K
|
7.46K
$574K
|
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-31.9K- 42.74% |
$1.57M - $1.91M
|
42.8K
$3.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$180K - $220K
|
3.67K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.14KNew |
$56.1K - $68.4K
|
1.14K
$87.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$932 - $1.14K
|
19
$1.46K
|