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 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-43- 17.7% |
$1.85K - $2.31K
|
200
$13.7K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-251Closed |
$10.8K - $13.5K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.18K+ 35.04% |
$136K - $171K
|
12.3K
$839K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.3KClosed |
$98.7K - $124K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-640Closed |
$27.5K - $34.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Merlin Capital LLC
|
SELL
|
- |
-10.7KClosed |
$458K - $575K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
PUT |
200+ 3.08% |
$8.58K - $10.8K
|
6.7K
$459K
|
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-48KClosed |
$2.06M - $2.59M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-287Closed |
$12.3K - $15.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$463K - $581K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-31- 0.3% |
$1.33K - $1.67K
|
10.5K
$717K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1- 0.05% |
$42.9 - $53.8
|
2.1K
$144K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-128Closed |
$5.49K - $6.89K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-4.06KClosed |
$174K - $218K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wafra Inc.
New York, NY |
SELL
|
- |
-340KClosed |
$14.6M - $18.3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.06KClosed |
$217K - $272K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2KClosed |
$85.8K - $108K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.7KClosed |
$587K - $736K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.96KClosed |
$170K - $213K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sandbar Asset Management LLP
London, X0 |
SELL
|
- |
-20.1KClosed |
$864K - $1.08M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.84KClosed |
$207K - $260K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.1KClosed |
$47.2K - $59.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-5.93KClosed |
$254K - $319K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.09KClosed |
$176K - $220K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-13KClosed |
$558K - $700K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1Closed |
$42.9 - $53.8
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.19KClosed |
$180K - $226K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-11.8KClosed |
$507K - $636K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.05KClosed |
$45.1K - $56.5K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.81KClosed |
$121K - $151K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-5.3K- 5.22% |
$227K - $285K
|
96.2K
$6.58M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.97KClosed |
$170K - $214K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$4.29K - $5.38K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-11.8KClosed |
$507K - $636K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-633Closed |
$27.2K - $34.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.28KClosed |
$184K - $231K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-836Closed |
$35.9K - $45K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$558 - $700
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-3.7KClosed |
$159K - $199K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.71KClosed |
$202K - $254K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Aquila Investment Management LLC
|
SELL
|
- |
-20K- 45.45% |
$858K - $1.08M
|
24K
$1.64M
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-947Closed |
$40.6K - $51K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-110Closed |
$4.72K - $5.92K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Wilen Investment Management Corp.
|
BUY
|
- |
1.89K+ 8.84% |
$81.2K - $102K
|
23.3K
$1.6M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
21.3KNew |
$913K - $1.15M
|
21.3K
$1.46M
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
920+ 14.31% |
$39.5K - $49.5K
|
7.35K
$503K
|
|
May 02, 2022
Q1 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.47KClosed |
$192K - $241K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 37.04% |
$6.44K - $8.07K
|
255
$17.5K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
460New |
$19.7K - $24.8K
|
460
$31.5K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-254- 52.81% |
$10.9K - $13.7K
|
227
$15.5K
|