Latest Institutional Purchases of Carrier Global Corp (CARR)
This list provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 1.14% |
$3.53K - $3.95K
|
5.85K
$371K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65New |
$3.47K - $3.89K
|
65
$4.12K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
64New |
$3.42K - $3.83K
|
64
$4.06K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
60New |
$3.21K - $3.59K
|
60
$3.81K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
60+ 89.55% |
$3.21K - $3.59K
|
127
$8.06K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
58+ 0.42% |
$3.1K - $3.47K
|
13.9K
$885K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
57+ 0.74% |
$3.05K - $3.41K
|
7.81K
$495K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
55+ 0.08% |
$2.94K - $3.29K
|
66K
$4.19M
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 0.3% |
$2.67K - $2.99K
|
17K
$1.08M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
50+ 0.03% |
$2.67K - $2.99K
|
147K
$9.33M
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
49+ 1.35% |
$2.62K - $2.93K
|
3.67K
$233K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
48+ 0.15% |
$2.56K - $2.87K
|
31.2K
$1.98M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.14% |
$2.46K - $2.75K
|
33K
$2.1M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.54% |
$2.3K - $2.57K
|
8.07K
$512K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
42+ 0.56% |
$2.24K - $2.51K
|
7.5K
$476K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
40+ 1.51% |
$2.14K - $2.39K
|
2.7K
$171K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.95% |
$2.14K - $2.39K
|
2.09K
$133K
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
39+ 0.04% |
$2.08K - $2.33K
|
103K
$6.54M
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
39+ 0.67% |
$2.08K - $2.33K
|
5.87K
$372K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.26% |
$1.98K - $2.21K
|
14.2K
$898K
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$97.3K
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
35+ 0.5% |
$1.87K - $2.09K
|
7.05K
$448K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35+ 0.1% |
$1.87K - $2.09K
|
33.5K
$2.13M
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
34+ 0.18% |
$1.82K - $2.03K
|
19.3K
$1.23M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.09K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
24+ 0.48% |
$1.28K - $1.44K
|
5.01K
$318K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
22+ 0.18% |
$1.18K - $1.32K
|
12.5K
$794K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 1.97% |
$1.18K - $1.32K
|
1.14K
$72.2K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
21+ 0.25% |
$1.12K - $1.26K
|
8.38K
$532K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20+ 2.6% |
$1.07K - $1.2K
|
788
$50K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
20+ 1.15% |
$1.07K - $1.2K
|
1.75K
$111K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.07K - $1.2K
|
20
$1.27K
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
19+ 35.85% |
$1.02K - $1.14K
|
72
$4.57K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17+ 32.69% |
$908 - $1.02K
|
69
$4.38K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$466K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 0.05% |
$801 - $897
|
30.7K
$1.95M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 0.66% |
$801 - $897
|
2.27K
$144K
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
15+ 0.12% |
$801 - $897
|
12.8K
$814K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 82.35% |
$748 - $837
|
31
$1.97K
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.11% |
$748 - $837
|
13K
$823K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$695 - $778
|
13
$825
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.28% |
$695 - $778
|
4.62K
$293K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 0.23% |
$641 - $718
|
5.22K
$331K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12+ 34.29% |
$641 - $718
|
47
$2.98K
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
11+ 0.08% |
$588 - $658
|
13.7K
$871K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 1.57% |
$588 - $658
|
712
$45.2K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.14% |
$588 - $658
|
7.92K
$502K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.51% |
$534 - $598
|
1.96K
$125K
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10+ 0.26% |
$534 - $598
|
3.84K
$244K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 16.39% |
$534 - $598
|
71
$4.51K
|