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 |
---|---|---|---|---|---|---|---|
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
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-463Closed |
$16.4K - $19.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.51KClosed |
$53.5K - $63.8K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-25.4KClosed |
$903K - $1.08M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-7.62KClosed |
$271K - $323K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 5.0% |
$35.5K - $42.4K
|
19K
$1.3M
|
|
Apr 22, 2021
Q1 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-16.3KClosed |
$580K - $692K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4.68K- 33.04% |
$166K - $198K
|
9.49K
$649K
|
|
Apr 19, 2021
Q1 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-7.67KClosed |
$272K - $325K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
244New |
$8.67K - $10.3K
|
244
$16.7K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-84Closed |
$2.98K - $3.56K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
65KNew |
$2.31M - $2.75M
|
65K
$4.45M
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.63KClosed |
$57.7K - $68.8K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-784Closed |
$27.8K - $33.2K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
914+ 13.46% |
$28.1K - $37K
|
7.7K
$527K
|
|
May 23, 2023
Q4 2020
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
95New |
$2.92K - $3.85K
|
95
$6.5K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-205Closed |
$6.31K - $8.3K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-109Closed |
$3.35K - $4.41K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-30Closed |
$923 - $1.22K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$93.8K - $123K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$6.15K - $8.1K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.88KClosed |
$212K - $279K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-554KClosed |
$17.1M - $22.4M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-8KClosed |
$246K - $324K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
25KNew |
$769K - $1.01M
|
25K
$1.71M
|
|
Feb 16, 2021
Q4 2020
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-259KClosed |
$7.97M - $10.5M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-675Closed |
$20.8K - $27.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.6KClosed |
$511K - $672K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
P Schoenfeld Asset Management LP
New York, NY |
SELL
|
- |
-284KClosed |
$8.75M - $11.5M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
General American Investors CO Inc
|
SELL
|
- |
-218KClosed |
$6.69M - $8.81M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-6.5KClosed |
$200K - $263K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-2.26KClosed |
$69.4K - $91.4K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-458- 24.23% |
$14.1K - $18.5K
|
1.43K
$98K
|
|
Feb 10, 2021
Q4 2020
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.63KNew |
$81K - $107K
|
2.63K
$180K
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.34KClosed |
$41.2K - $54.2K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
162New |
$4.98K - $6.56K
|
162
$11.1K
|
|
Feb 08, 2021
Q4 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-38.9KClosed |
$1.2M - $1.58M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
5.65KNew |
$174K - $229K
|
5.65K
$387K
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-8Closed |
$246 - $324
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-9.17KClosed |
$282K - $372K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-350Closed |
$10.8K - $14.2K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Wt Wealth Management
|
SELL
|
- |
-7.25KClosed |
$223K - $294K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$75.1K - $98.9K
|
2.44K
$167K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.67KClosed |
$82.2K - $108K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-21.8KClosed |
$670K - $881K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.11KClosed |
$34.1K - $44.9K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
First Merchants Corp
|
SELL
|
- |
-8.91KClosed |
$274K - $361K
|
0
$0
|