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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1K+ 552.49% |
$46.4K - $58.8K
|
1.18K
$74.9K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1K+ 15.58% |
$46.4K - $58.8K
|
7.42K
$471K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
840+ 1680.0% |
$39K - $49.4K
|
890
$56.5K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
778New |
$36.1K - $45.8K
|
778
$49.4K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
753+ 62.13% |
$34.9K - $44.3K
|
1.97K
$125K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
700New |
$32.5K - $41.2K
|
700
$44.4K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
674New |
$31.3K - $39.6K
|
674
$42.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
623New |
$28.9K - $36.6K
|
623
$39.5K
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
600New |
$27.8K - $35.3K
|
600
$38.1K
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
600+ 10.58% |
$27.8K - $35.3K
|
6.27K
$398K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
596New |
$27.7K - $35.1K
|
596
$37.8K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
580New |
$26.9K - $34.1K
|
580
$36.8K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
575+ 958.33% |
$26.7K - $33.8K
|
635
$40.3K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
480+ 34.26% |
$22.3K - $28.2K
|
1.88K
$119K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
476New |
$22.1K - $28K
|
476
$30.2K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
462+ 142.15% |
$21.4K - $27.2K
|
787
$49.9K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
443New |
$20.6K - $26.1K
|
443
$28.1K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
397New |
$18.4K - $23.3K
|
397
$25.2K
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
376+ 7.33% |
$17.4K - $22.1K
|
5.51K
$349K
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
360New |
$16.7K - $21.2K
|
360
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
353New |
$16.4K - $20.8K
|
353
$22.4K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
352New |
$16.3K - $20.7K
|
352
$22.3K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
342New |
$15.9K - $20.1K
|
342
$21.7K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
312+ 6.57% |
$14.5K - $18.3K
|
5.06K
$321K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
312New |
$14.5K - $18.3K
|
312
$19.8K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
305+ 80.26% |
$14.2K - $17.9K
|
685
$43.5K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
267+ 4.35% |
$12.4K - $15.7K
|
6.4K
$406K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
267+ 13.72% |
$12.4K - $15.7K
|
2.21K
$140K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
264New |
$12.2K - $15.5K
|
264
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
257+ 4.6% |
$11.9K - $15.1K
|
5.85K
$371K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
231New |
$10.7K - $13.6K
|
231
$14.7K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
223+ 1.81% |
$10.3K - $13.1K
|
12.6K
$798K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203New |
$9.42K - $11.9K
|
203
$12.9K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$9.28K - $11.8K
|
200
$12.7K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
195New |
$9.05K - $11.5K
|
195
$12.4K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
188+ 4.66% |
$8.72K - $11.1K
|
4.22K
$268K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
180New |
$8.35K - $10.6K
|
180
$11.4K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
147New |
$6.82K - $8.65K
|
147
$9.33K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$8.88K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
140New |
$6.5K - $8.23K
|
140
$8.88K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
136New |
$6.31K - $8K
|
136
$8.63K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 1.63% |
$4.64K - $5.88K
|
6.22K
$395K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
99+ 3.22% |
$4.59K - $5.82K
|
3.18K
$202K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.16K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
97New |
$4.5K - $5.7K
|
97
$6.16K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
89+ 5.56% |
$4.13K - $5.23K
|
1.69K
$107K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
89New |
$4.13K - $5.23K
|
89
$5.65K
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
89+ 0.84% |
$4.13K - $5.23K
|
10.7K
$681K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
75New |
$3.48K - $4.41K
|
75
$4.76K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
64+ 3.14% |
$2.97K - $3.76K
|
2.1K
$134K
|