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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
4.44KNew |
$181K - $221K
|
4.44K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-26- 1.99% |
$1.06K - $1.29K
|
1.28K
$98.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
9.6KNew |
$390K - $477K
|
9.6K
$735K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-857- 69.85% |
$34.8K - $42.6K
|
370
$28.3K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4KClosed |
$431K - $503K
|
0
$0
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-128KClosed |
$5.32M - $6.2M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$23K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
396+ 54.1% |
$16.4K - $19.2K
|
1.13K
$86.4K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-8.66K- 9.11% |
$360K - $419K
|
86.4K
$6.62M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.83K- 97.81% |
$201K - $234K
|
108
$8.27K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
426New |
$17.7K - $20.6K
|
426
$32.6K
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
22.2KNew |
$921K - $1.07M
|
22.2K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
183KNew |
$7.61M - $8.87M
|
183K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-8.42K- 37.16% |
$350K - $407K
|
14.2K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Appian Way Asset Management LP
New York, NY |
BUY
|
- |
159KNew |
$6.61M - $7.7M
|
159K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
31.4K+ 3.08% |
$1.3M - $1.52M
|
1.05M
$80.6M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-4.33K- 84.07% |
$180K - $210K
|
821
$62.9K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05KNew |
$43.7K - $50.9K
|
1.05K
$80.7K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
63.7K+ 169.43% |
$2.64M - $3.08M
|
101K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.7K- 6.51% |
$1.31M - $1.53M
|
454K
$34.8M
|
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
25K+ 54.92% |
$1.04M - $1.21M
|
70.5K
$5.4M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-63- 6.64% |
$2.62K - $3.05K
|
886
$67.9K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
20New |
$830 - $968
|
20
$1.53K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-220K- 27.03% |
$9.13M - $10.6M
|
594K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
247New |
$10.3K - $11.9K
|
247
$18.9K
|
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
178KNew |
$7.39M - $8.61M
|
178K
$13.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.9KNew |
$828K - $965K
|
19.9K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631New |
$26.2K - $30.5K
|
631
$48.3K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31+ 0.41% |
$1.29K - $1.5K
|
7.55K
$578K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.05MNew |
$293M - $341M
|
7.05M
$540M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
216+ 46.35% |
$8.97K - $10.5K
|
682
$52.2K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.18KClosed |
$173K - $202K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11- 0.17% |
$457 - $532
|
6.36K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
47+ 127.03% |
$1.95K - $2.27K
|
84
$6.44K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
33+ 206.25% |
$1.37K - $1.6K
|
49
$3.75K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$747 - $871
|
18
$1.38K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
77+ 1.31% |
$3.2K - $3.73K
|
5.96K
$456K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-3- 0.99% |
$125 - $145
|
301
$23.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
66+ 31.43% |
$2.74K - $3.19K
|
276
$21.1K
|
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-224K- 39.33% |
$9.3M - $10.8M
|
346K
$26.5M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.12% |
$374 - $435
|
7.6K
$582K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-861- 8.47% |
$35.7K - $41.7K
|
9.31K
$713K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$660K - $769K
|
15.9K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
220+ 52.88% |
$9.13K - $10.6K
|
636
$48.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
190+ 0.78% |
$7.89K - $9.19K
|
24.6K
$1.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
28New |
$1.16K - $1.35K
|
28
$2.15K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
272New |
$11.3K - $13.2K
|
272
$20.8K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.29KNew |
$53.4K - $62.3K
|
1.29K
$98.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
134New |
$5.56K - $6.48K
|
134
$10.3K
|
|