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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-700Closed |
$29.4K - $34.1K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1KClosed |
$42K - $48.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-4.78KClosed |
$201K - $233K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Unison Advisors LLC
|
SELL
|
- |
-10.5KClosed |
$441K - $511K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
6.97KNew |
$293K - $340K
|
6.97K
$516K
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.62KClosed |
$68K - $78.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-100Closed |
$4.2K - $4.87K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
170KNew |
$7.13M - $8.26M
|
170K
$12.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-141Closed |
$5.92K - $6.87K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-100Closed |
$4.2K - $4.87K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
217New |
$9.12K - $10.6K
|
217
$16.1K
|
|
|
Jul 14, 2021
Q2 2021
|
First Premier Bank
|
SELL
|
- |
-140- 41.18% |
$5.88K - $6.82K
|
200
$14.8K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
460+ 32.3% |
$16.3K - $19.5K
|
1.88K
$140K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$65.4K - $77.9K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-10.5KClosed |
$373K - $445K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.84KClosed |
$65.4K - $77.9K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.6KClosed |
$56.9K - $67.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-204K- 55.77% |
$7.25M - $8.65M
|
162K
$12M
|
|
|
May 17, 2021
Q1 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-114KClosed |
$4.06M - $4.84M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$435K - $519K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-24.9KClosed |
$884K - $1.05M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-28Closed |
$995 - $1.19K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-700Closed |
$24.9K - $29.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.15KClosed |
$76.4K - $91.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-7.44KClosed |
$264K - $315K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
35.3KNew |
$1.25M - $1.49M
|
35.3K
$2.61M
|
|
|
May 14, 2021
Q1 2021
|
Altrinsic Global Advisors LLC
Greenwich, CT |
SELL
|
- |
-19.5KClosed |
$691K - $824K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-105KClosed |
$3.74M - $4.46M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-112KClosed |
$3.99M - $4.76M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.06KClosed |
$37.5K - $44.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.62KClosed |
$57.4K - $68.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-321Closed |
$11.4K - $13.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-61.7KClosed |
$2.19M - $2.61M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-3- 0.03% |
$107 - $127
|
8.58K
$635K
|
|
|
May 13, 2021
Q1 2021
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.22MClosed |
$78.7M - $93.9M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
460New |
$16.3K - $19.5K
|
460
$34.1K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.44KNew |
$51K - $60.8K
|
1.44K
$106K
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-50Closed |
$1.78K - $2.12K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.43KClosed |
$50.9K - $60.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-216Closed |
$7.67K - $9.15K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-26.4KClosed |
$936K - $1.12M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Premier Fund Managers LTD
|
SELL
|
- |
-168KClosed |
$5.97M - $7.12M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-44Closed |
$1.56K - $1.86K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-19.6KClosed |
$695K - $829K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-273Closed |
$9.7K - $11.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 40.0% |
$3.55K - $4.24K
|
350
$25.9K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-17Closed |
$604 - $720
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-189Closed |
$6.71K - $8.01K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Eos Management, L.P.
|
SELL
|
- |
-8.16KClosed |
$290K - $346K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1.05KClosed |
$37.4K - $44.6K
|
0
$0
|
|