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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
310+ 3.32% |
$20.7K - $25.6K
|
9.63K
$731K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
301+ 5.85% |
$20.1K - $24.9K
|
5.45K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
300+ 1.74% |
$20K - $24.8K
|
17.5K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
300+ 7.91% |
$20K - $24.8K
|
4.1K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 1.04% |
$20K - $24.8K
|
29.1K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
299+ 2.6% |
$19.9K - $24.7K
|
11.8K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
297+ 0.51% |
$19.8K - $24.5K
|
58.8K
$4.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
296+ 2.05% |
$19.7K - $24.5K
|
14.7K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
294New |
$19.6K - $24.3K
|
294
$22.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
292+ 3.13% |
$19.5K - $24.1K
|
9.63K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
290New |
$19.3K - $24K
|
290
$22K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
288+ 5.39% |
$19.2K - $23.8K
|
5.64K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
285+ 0.17% |
$19K - $23.6K
|
171K
$12.9M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
280New |
$18.7K - $23.1K
|
280
$21.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
278+ 0.24% |
$18.5K - $23K
|
116K
$8.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
276+ 1.19% |
$18.4K - $22.8K
|
23.5K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
276+ 1.12% |
$18.4K - $22.8K
|
24.9K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
272+ 8.27% |
$18.1K - $22.5K
|
3.56K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
272+ 3.64% |
$18.1K - $22.5K
|
7.75K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
271+ 2.28% |
$18.1K - $22.4K
|
12.1K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
267+ 9.74% |
$17.8K - $22.1K
|
3.01K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
264+ 2.3% |
$17.6K - $21.8K
|
11.8K
$892K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
263New |
$17.5K - $21.7K
|
263
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
261New |
$17.4K - $21.6K
|
261
$19.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
257New |
$17.1K - $21.2K
|
257
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
256New |
$17.1K - $21.2K
|
256
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
255New |
$17K - $21.1K
|
255
$19.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
253+ 1.75% |
$16.9K - $20.9K
|
14.7K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
252+ 1.09% |
$16.8K - $20.8K
|
23.3K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
252+ 2.98% |
$16.8K - $20.8K
|
8.72K
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
252+ 1.84% |
$16.8K - $20.8K
|
13.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
250+ 0.86% |
$16.7K - $20.7K
|
29.2K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
248+ 13.14% |
$16.5K - $20.5K
|
2.14K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245New |
$16.3K - $20.2K
|
245
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
244+ 0.14% |
$16.3K - $20.2K
|
177K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
236+ 4.33% |
$15.7K - $19.5K
|
5.69K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
234+ 5.46% |
$15.6K - $19.3K
|
4.52K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
232+ 1.82% |
$15.5K - $19.2K
|
13K
$984K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
232+ 0.32% |
$15.5K - $19.2K
|
71.9K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
225+ 2.92% |
$15K - $18.6K
|
7.93K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
225+ 3.86% |
$15K - $18.6K
|
6.06K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
220+ 2.34% |
$14.7K - $18.2K
|
9.62K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
213New |
$14.2K - $17.6K
|
213
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
210+ 6.02% |
$14K - $17.4K
|
3.7K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
209+ 3.62% |
$13.9K - $17.3K
|
5.99K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
201New |
$13.4K - $16.6K
|
201
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
200+ 6.46% |
$13.3K - $16.5K
|
3.3K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.14% |
$13.3K - $16.5K
|
139K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
195+ 0.89% |
$13K - $16.1K
|
22K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
194+ 1.52% |
$12.9K - $16K
|
12.9K
$981K
|