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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
23+ 0.43% |
$1.13K - $1.38K
|
5.34K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 12.46% |
$9.81K - $12K
|
1.41K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
59New |
$2.9K - $3.53K
|
59
$4.54K
|
|
| Q2 2023 | |||||||
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
410+ 8.8% |
$16.7K - $20.4K
|
5.07K
$390K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-46.6K- 60.36% |
$1.89M - $2.31M
|
30.6K
$2.35M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101+ 14.72% |
$4.11K - $5.02K
|
787
$60.5K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
9.6KNew |
$390K - $477K
|
9.6K
$739K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-286K- 40.54% |
$11.6M - $14.2M
|
419K
$32.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$40.7K - $49.8K
|
1K
$77.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.39KNew |
$56.5K - $69.1K
|
1.39K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-328- 0.13% |
$13.3K - $16.3K
|
244K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$203K - $249K
|
5K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
31KNew |
$1.26M - $1.54M
|
31K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
290+ 14.24% |
$11.8K - $14.4K
|
2.33K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-545- 33.31% |
$22.2K - $27.1K
|
1.09K
$83.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
24KNew |
$977K - $1.19M
|
24K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
42+ 6.86% |
$1.71K - $2.09K
|
654
$50.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.68KNew |
$353K - $432K
|
8.68K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.9KNew |
$443K - $542K
|
10.9K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.64K- 9.61% |
$66.5K - $81.4K
|
15.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$40.7K - $49.7K
|
1K
$76.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18.5KNew |
$750K - $917K
|
18.5K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Clean Energy Transition LLP
London, X0 |
SELL
|
- |
-341K- 25.11% |
$13.9M - $17M
|
1.02M
$78.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5K+ 100.0% |
$203K - $249K
|
10K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-634K- 45.65% |
$25.8M - $31.5M
|
754K
$58M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-18.4K- 74.34% |
$748K - $914K
|
6.35K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.29K- 39.12% |
$52.2K - $63.9K
|
2K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
8KNew |
$325K - $398K
|
8K
$615K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
18.2K+ 359.74% |
$738K - $903K
|
23.2K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.66M+ 109.93% |
$67.7M - $82.8M
|
3.18M
$245M
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 1.43% |
$8.13K - $9.94K
|
13.8K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
545New |
$22.2K - $27.1K
|
545
$41.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
636+ 1.43% |
$25.9K - $31.6K
|
45.1K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
8.08KNew |
$328K - $402K
|
8.08K
$622K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.59% |
$40.7 - $49.7
|
170
$13.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-840- 2.47% |
$34.1K - $41.8K
|
33.2K
$2.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
4.2KNew |
$171K - $209K
|
4.2K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-37- 7.72% |
$1.5K - $1.84K
|
442
$34K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
47New |
$1.91K - $2.34K
|
47
$3.62K
|
|
|
Aug 03, 2023
Q2 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-3.1K- 20.0% |
$126K - $154K
|
12.4K
$954K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18.1KNew |
$734K - $898K
|
18.1K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
31New |
$1.26K - $1.54K
|
31
$2.38K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 1.04% |
$2.03K - $2.49K
|
4.84K
$372K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-35- 0.42% |
$1.42K - $1.74K
|
8.34K
$642K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
89.9KNew |
$3.65M - $4.47M
|
89.9K
$6.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.79K+ 5.37% |
$72.6K - $88.7K
|
35K
$2.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
37.7KNew |
$1.53M - $1.87M
|
37.7K
$2.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 0.79% |
$325 - $398
|
1K
$76.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-174- 15.63% |
$7.07K - $8.65K
|
939
$72.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-273- 10.87% |
$11.1K - $13.6K
|
2.24K
$172K
|
|