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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
800+ 41.75% |
$32.5K - $39.8K
|
2.72K
$171K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
636+ 1.43% |
$25.9K - $31.6K
|
45.1K
$2.84M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
545New |
$22.2K - $27.1K
|
545
$34.4K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
290+ 14.24% |
$11.8K - $14.4K
|
2.33K
$147K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
200New |
$8.13K - $9.94K
|
200
$12.6K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101+ 14.72% |
$4.11K - $5.02K
|
787
$49.7K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
50+ 1.04% |
$2.03K - $2.49K
|
4.84K
$305K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
47New |
$1.91K - $2.34K
|
47
$2.97K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
42+ 6.86% |
$1.71K - $2.09K
|
654
$41.3K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
31New |
$1.26K - $1.54K
|
31
$1.96K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 0.1% |
$1.02K - $1.24K
|
24.4K
$1.54M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.59% |
$40.7 - $49.7
|
170
$10.7K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.29% |
$40.7 - $49.7
|
347
$21.9K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.12% |
$40.7 - $49.7
|
833
$52.6K
|
|
Q1 2023 | |||||||
May 15, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
8.56MNew |
$355M - $414M
|
8.56M
$540M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.05MNew |
$293M - $341M
|
7.05M
$445M
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
400KNew |
$16.6M - $19.4M
|
400K
$25.3M
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
183KNew |
$7.61M - $8.87M
|
183K
$11.6M
|
|
May 10, 2023
Q1 2023
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
BUY
|
- |
178KNew |
$7.39M - $8.61M
|
178K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Appian Way Asset Management LP
New York, NY |
BUY
|
- |
159KNew |
$6.61M - $7.7M
|
159K
$10M
|
|
May 10, 2023
Q1 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
146KNew |
$6.06M - $7.07M
|
146K
$9.22M
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
132KNew |
$5.49M - $6.39M
|
132K
$8.34M
|
|
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
75KNew |
$3.11M - $3.63M
|
75K
$4.73M
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
63.7K+ 169.43% |
$2.64M - $3.08M
|
101K
$6.39M
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
48.2K+ 25.63% |
$2M - $2.33M
|
236K
$14.9M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
PUT |
40KNew |
$1.66M - $1.94M
|
40K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
31.4K+ 3.08% |
$1.3M - $1.52M
|
1.05M
$66.4M
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
27.3KNew |
$1.14M - $1.32M
|
27.3K
$1.73M
|
|
May 12, 2023
Q1 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
25K+ 54.92% |
$1.04M - $1.21M
|
70.5K
$4.45M
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
22.2KNew |
$921K - $1.07M
|
22.2K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
20KNew |
$830K - $968K
|
20K
$1.26M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
19.9KNew |
$828K - $965K
|
19.9K
$1.26M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15.9KNew |
$660K - $769K
|
15.9K
$1M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.3KNew |
$594K - $692K
|
14.3K
$903K
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
10.5K+ 31.82% |
$436K - $508K
|
43.5K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.5KNew |
$434K - $506K
|
10.5K
$660K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.15KNew |
$297K - $346K
|
7.15K
$451K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5.76KNew |
$239K - $279K
|
5.76K
$364K
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.05KNew |
$210K - $244K
|
5.05K
$319K
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.9KNew |
$204K - $237K
|
4.9K
$310K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.77KNew |
$198K - $231K
|
4.77K
$301K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.44KNew |
$184K - $215K
|
4.44K
$280K
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4.4KNew |
$183K - $213K
|
4.4K
$278K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.89KNew |
$120K - $140K
|
2.89K
$183K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.45K+ 22.22% |
$60.4K - $70.3K
|
8K
$505K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
1.41KNew |
$58.3K - $68K
|
1.41K
$88.7K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.29KNew |
$53.4K - $62.3K
|
1.29K
$81.2K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.05KNew |
$43.7K - $50.9K
|
1.05K
$66.5K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
911+ 11.11% |
$37.8K - $44.1K
|
9.11K
$575K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631New |
$26.2K - $30.5K
|
631
$39.8K
|