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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$86K - $96.3K
|
1.61K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.5KNew |
$80.1K - $89.7K
|
1.5K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.34K+ 26.65% |
$71.4K - $79.9K
|
6.35K
$482K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
703New |
$37.6K - $42.1K
|
703
$53.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
697+ 5.07% |
$37.2K - $41.7K
|
14.4K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
582New |
$31.1K - $34.8K
|
582
$44.2K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
400+ 16.24% |
$21.4K - $23.9K
|
2.86K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
348New |
$18.6K - $20.8K
|
348
$26.4K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
265New |
$14.2K - $15.9K
|
265
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
213New |
$11.4K - $12.7K
|
213
$16.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
145New |
$7.75K - $8.67K
|
145
$11K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
125New |
$6.68K - $7.48K
|
125
$9.49K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
116New |
$6.2K - $6.94K
|
116
$8.8K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105New |
$5.61K - $6.28K
|
105
$7.97K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
100New |
$5.34K - $5.98K
|
100
$7.59K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$4.7K - $5.26K
|
88
$6.68K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
37+ 2.47% |
$1.98K - $2.21K
|
1.53K
$116K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
36+ 6.11% |
$1.92K - $2.15K
|
625
$47.4K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33New |
$1.76K - $1.97K
|
33
$2.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.23% |
$908 - $1.02K
|
7.34K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13New |
$695 - $778
|
13
$987
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 20.59% |
$374 - $419
|
41
$3.11K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$267 - $299
|
5
$379
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.11% |
$214 - $239
|
3.55K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.82% |
$53.4 - $59.8
|
56
$4.25K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$53.4 - $59.8
|
346
$26.3K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
782K+ 16.92% |
$36.3M - $46M
|
5.4M
$410M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
143KNew |
$6.65M - $8.43M
|
143K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
36.5KNew |
$1.69M - $2.15M
|
36.5K
$2.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
27.6K+ 1020.86% |
$1.28M - $1.62M
|
30.3K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
26.7KNew |
$1.24M - $1.57M
|
26.7K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25.9K+ 79.49% |
$1.2M - $1.52M
|
58.5K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
21.6KNew |
$1M - $1.27M
|
21.6K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
18.5K+ 37.25% |
$859K - $1.09M
|
68.2K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.2K+ 51.36% |
$706K - $894K
|
44.8K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
10.3KNew |
$476K - $603K
|
10.3K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.63KNew |
$400K - $507K
|
8.63K
$655K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.02KNew |
$372K - $472K
|
8.02K
$609K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.93KNew |
$368K - $466K
|
7.93K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
6.66KNew |
$309K - $392K
|
6.66K
$505K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.2KNew |
$287K - $364K
|
6.2K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
5.59K+ 75.41% |
$259K - $329K
|
13K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
5.5K+ 366.67% |
$255K - $323K
|
7K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.87KNew |
$179K - $227K
|
3.87K
$293K
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
3.75KNew |
$174K - $221K
|
3.75K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.6KNew |
$167K - $212K
|
3.6K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.08KNew |
$143K - $181K
|
3.08K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
2.53KNew |
$117K - $149K
|
2.53K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.23KNew |
$103K - $131K
|
2.23K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.34KNew |
$62.2K - $78.8K
|
1.34K
$102K
|
|