Purchases and Sales Made in Q4 2024 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2024. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
404KNew |
$26.9M - $33.4M
|
404K
$26.2M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
158K+ 1657.55% |
$10.5M - $13.1M
|
168K
$10.9M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105K+ 1791.39% |
$7.01M - $8.68M
|
111K
$7.19M
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
98.8K+ 2.4% |
$6.59M - $8.16M
|
4.21M
$273M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
85.7KNew |
$5.71M - $7.08M
|
85.7K
$5.55M
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
76.5KNew |
$5.1M - $6.32M
|
76.5K
$4.95M
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
66.2K+ 27.49% |
$4.42M - $5.47M
|
307K
$19.9M
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
48KNew |
$3.2M - $3.96M
|
48K
$3.11M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.4KNew |
$2.16M - $2.68M
|
32.4K
$2.1M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27.9K+ 30.69% |
$1.86M - $2.31M
|
119K
$7.71M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.5KNew |
$1.7M - $2.11M
|
25.5K
$1.65M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
19.2K+ 26.39% |
$1.28M - $1.59M
|
92K
$5.96M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
19K+ 1156.11% |
$1.27M - $1.57M
|
20.7K
$1.34M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.9K+ 26.53% |
$1.19M - $1.48M
|
85.2K
$5.52M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
17K+ 0.91% |
$1.13M - $1.4M
|
1.88M
$122M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
12.9KNew |
$859K - $1.06M
|
12.9K
$835K
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.4KNew |
$830K - $1.03M
|
12.4K
$806K
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
11.6K+ 4.08% |
$773K - $958K
|
296K
$19.2M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
11.3K+ 132.12% |
$755K - $936K
|
19.9K
$1.29M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 56.71% |
$734K - $910K
|
30.4K
$1.97M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
10.3K+ 13.02% |
$688K - $852K
|
89.5K
$5.8M
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.89K+ 5.78% |
$660K - $818K
|
181K
$11.7M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.52K+ 128.6% |
$635K - $787K
|
16.9K
$1.1M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 6.72% |
$622K - $771K
|
148K
$9.6M
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.75K+ 1.87% |
$583K - $723K
|
476K
$30.8M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.85K+ 90.5% |
$524K - $649K
|
16.5K
$1.07M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.68K+ 9.16% |
$512K - $635K
|
91.5K
$5.93M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7.39KNew |
$493K - $610K
|
7.39K
$479K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
7.36K+ 15.14% |
$491K - $608K
|
56K
$3.63M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.12K+ 221.81% |
$475K - $588K
|
10.3K
$669K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.1K+ 3.58% |
$474K - $587K
|
206K
$13.3M
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
6.37K+ 10.34% |
$424K - $526K
|
67.9K
$4.4M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.37K+ 11.42% |
$358K - $444K
|
52.4K
$3.39M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.02K+ 23.95% |
$335K - $415K
|
26K
$1.68M
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.97K+ 27.22% |
$331K - $410K
|
23.2K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 12.51% |
$311K - $385K
|
41.9K
$2.71M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.5KNew |
$300K - $372K
|
4.5K
$292K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.43KNew |
$295K - $366K
|
4.43K
$287K
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.4K+ 13.84% |
$293K - $364K
|
36.2K
$2.35M
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.19KNew |
$280K - $347K
|
4.19K
$272K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$280K - $346K
|
4.19K
$272K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.74KNew |
$249K - $309K
|
3.74K
$242K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.5KNew |
$233K - $289K
|
3.5K
$227K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.48K+ 18.54% |
$232K - $287K
|
22.2K
$1.44M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.47K+ 15.4% |
$231K - $287K
|
26K
$1.68M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.42KNew |
$228K - $282K
|
3.42K
$221K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.3KNew |
$220K - $273K
|
3.3K
$214K
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$215K - $266K
|
3.22K
$209K
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$205K - $254K
|
3.08K
$199K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.96K+ 32.0% |
$197K - $245K
|
12.2K
$791K
|