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 |
|---|---|---|---|---|---|---|---|
|
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
$12.3K
|
|
|
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
$429K
|
|
|
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
$185K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.67KClosed |
$82.2K - $108K
|
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
|
|
|
Jan 26, 2021
Q4 2020
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-16.9KClosed |
$519K - $683K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-16Closed |
$492 - $648
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$1.05K - $1.38K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-134- 1.84% |
$4.12K - $5.43K
|
7.13K
$541K
|
|
|
Jan 15, 2021
Q4 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-10.5KClosed |
$323K - $425K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-23Closed |
$708 - $932
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-2Closed |
$61.5 - $81
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 12, 2024
Q3 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-9.28KClosed |
$210K - $288K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-124Closed |
$2.8K - $3.85K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Impala Asset Management LLC
New Canaan, CT |
SELL
|
- |
-102KClosed |
$2.32M - $3.18M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-22.6KClosed |
$510K - $700K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-57KClosed |
$1.29M - $1.77M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Iszo Capital Management LP
New York, NY |
BUY
|
- |
233KNew |
$5.27M - $7.23M
|
233K
$17.7M
|
|
|
Nov 16, 2020
Q3 2020
|
Southeastern Asset Management Inc
Memphis, TN |
SELL
|
- |
-8.88MClosed |
$201M - $275M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Sessa Capital Im, L.P.
New York, NY |
SELL
|
- |
-110KClosed |
$2.49M - $3.42M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-66- 2.98% |
$1.49K - $2.05K
|
2.15K
$163K
|
|
|
Nov 16, 2020
Q3 2020
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-1.34MClosed |
$30.2M - $41.5M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Whitebox Advisors LLC
Minneapolis, MN |
SELL
|
- |
-308KClosed |
$6.95M - $9.54M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Arnhold LLC
|
SELL
|
- |
-89.4KClosed |
$2.02M - $2.77M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-19KClosed |
$429K - $588K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-19.4KClosed |
$438K - $601K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-30KClosed |
$678K - $931K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
76+ 102.7% |
$1.72K - $2.36K
|
150
$11.4K
|
|
|
Nov 12, 2020
Q3 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-101- 80.16% |
$2.28K - $3.13K
|
25
$1.9K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-1.18KClosed |
$26.7K - $36.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-39.5KClosed |
$893K - $1.23M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-89Closed |
$2.01K - $2.76K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-22KClosed |
$498K - $683K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.57KClosed |
$35.6K - $48.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-811Closed |
$18.3K - $25.2K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-200Closed |
$4.52K - $6.21K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-145Closed |
$3.28K - $4.5K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Dillon & Associates Inc
|
SELL
|
- |
-12.4KClosed |
$279K - $383K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.56KClosed |
$35.3K - $48.5K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.66KClosed |
$60.1K - $82.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Inverness Counsel LLC
|
SELL
|
- |
-9.77KClosed |
$221K - $303K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Cowen And Company, LLC
|
SELL
|
CALL |
-24.6KClosed |
$556K - $763K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-460Closed |
$10.4K - $14.3K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Middleton & CO Inc
|
SELL
|
- |
-23.2KClosed |
$525K - $720K
|
0
$0
|
|