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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-44.1K- 9.34% |
$2.73M - $3.56M
|
428K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.98K+ 9.11% |
$185K - $241K
|
35.7K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
344+ 44.97% |
$21.3K - $27.8K
|
1.11K
$75.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-71.9K- 21.77% |
$4.45M - $5.82M
|
258K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
522+ 10.44% |
$32.3K - $42.2K
|
5.52K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
150+ 1.62% |
$9.29K - $12.1K
|
9.44K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.68KNew |
$166K - $217K
|
2.68K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-933K- 94.49% |
$57.8M - $75.5M
|
54.4K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-39.1K- 21.85% |
$2.42M - $3.17M
|
140K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
2.35K+ 2.1% |
$145K - $190K
|
114K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
288+ 1.01% |
$17.8K - $23.3K
|
28.8K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
66.1K+ 7.03% |
$4.09M - $5.34M
|
1.01M
$68.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
75.4K+ 10.33% |
$4.67M - $6.1M
|
805K
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.2K+ 12.9% |
$691K - $903K
|
97.8K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-243K- 20.41% |
$15M - $19.6M
|
947K
$64.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
936+ 0.25% |
$57.9K - $75.7K
|
374K
$25.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
200+ 1.68% |
$12.4K - $16.2K
|
12.1K
$829K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.6K+ 8.51% |
$98.8K - $129K
|
20.4K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.79K+ 3.76% |
$359K - $468K
|
160K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.41KNew |
$211K - $276K
|
3.41K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.11KNew |
$193K - $252K
|
3.11K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.27K+ 10.1% |
$450K - $588K
|
79.2K
$5.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
49.2K+ 1.05% |
$3.05M - $3.98M
|
4.74M
$324M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.1K+ 0.93% |
$130K - $170K
|
229K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.88KNew |
$302K - $395K
|
4.88K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.6K+ 1.17% |
$161K - $210K
|
224K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
374+ 1.39% |
$23.2K - $30.2K
|
27.3K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 0.18% |
$619 - $809
|
5.53K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
BUY
|
- |
21.8K+ 43.71% |
$1.35M - $1.76M
|
71.5K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
10.9K+ 33.58% |
$674K - $881K
|
43.3K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
BUY
|
- |
20.8K+ 31.2% |
$1.29M - $1.68M
|
87.5K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
35.8K+ 37.55% |
$2.22M - $2.9M
|
131K
$8.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-46- 0.82% |
$2.85K - $3.72K
|
5.54K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-296- 5.07% |
$18.3K - $23.9K
|
5.54K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.35KNew |
$331K - $432K
|
5.35K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
155K+ 39.69% |
$9.6M - $12.5M
|
546K
$37.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-1.7K- 1.48% |
$105K - $138K
|
113K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-16.8K- 25.91% |
$1.04M - $1.36M
|
48K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-150- 4.53% |
$9.29K - $12.1K
|
3.16K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-381- 0.95% |
$23.6K - $30.8K
|
39.9K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.28K+ 27.03% |
$141K - $185K
|
10.7K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-190- 4.39% |
$11.8K - $15.4K
|
4.14K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-225- 3.26% |
$13.9K - $18.2K
|
6.67K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50.7K- 89.26% |
$3.14M - $4.1M
|
6.1K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2+ 0.02% |
$124 - $162
|
9.71K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.89K+ 75.85% |
$241K - $315K
|
9.02K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-127- 0.17% |
$7.86K - $10.3K
|
75.2K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.15K+ 15.52% |
$505K - $659K
|
60.7K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
371+ 1.03% |
$23K - $30K
|
36.4K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
644K+ 5238.05% |
$39.9M - $52.1M
|
656K
$44.8M
|