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 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
191+ 1.3% |
$12.7K - $15.8K
|
14.9K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
188+ 4.53% |
$12.5K - $15.5K
|
4.34K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
187+ 0.71% |
$12.5K - $15.5K
|
26.5K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
183+ 0.92% |
$12.2K - $15.1K
|
20.1K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
180+ 90.0% |
$12K - $14.9K
|
380
$28.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
177+ 6.36% |
$11.8K - $14.6K
|
2.96K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
176+ 0.31% |
$11.7K - $14.5K
|
56.5K
$4.29M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
175+ 0.38% |
$11.7K - $14.5K
|
46.7K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
174+ 1.94% |
$11.6K - $14.4K
|
9.12K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
172+ 3.62% |
$11.5K - $14.2K
|
4.93K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
169+ 0.85% |
$11.3K - $14K
|
20.1K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
167+ 5.44% |
$11.1K - $13.8K
|
3.24K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 0.42% |
$10.9K - $13.5K
|
38.9K
$2.95M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
163New |
$10.9K - $13.5K
|
163
$12.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
161+ 3.73% |
$10.7K - $13.3K
|
4.47K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
160+ 80.0% |
$10.7K - $13.2K
|
360
$27.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
155+ 2.24% |
$10.3K - $12.8K
|
7.09K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 6.19% |
$10K - $12.4K
|
2.57K
$195K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
150+ 2.38% |
$10K - $12.4K
|
6.45K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
149+ 6.6% |
$9.94K - $12.3K
|
2.41K
$183K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
148+ 0.44% |
$9.87K - $12.2K
|
34K
$2.58M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
148New |
$9.87K - $12.2K
|
148
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 2.56% |
$9.8K - $12.1K
|
5.89K
$447K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$9.67K - $12K
|
145
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
144+ 1.8% |
$9.6K - $11.9K
|
8.14K
$618K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
144+ 1.24% |
$9.6K - $11.9K
|
11.7K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
144+ 3.79% |
$9.6K - $11.9K
|
3.94K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 1.09% |
$9.54K - $11.8K
|
13.3K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
140+ 0.25% |
$9.34K - $11.6K
|
56.1K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
134New |
$8.94K - $11.1K
|
134
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
133+ 0.58% |
$8.87K - $11K
|
22.9K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
130+ 16.25% |
$8.67K - $10.7K
|
930
$70.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
127+ 6.45% |
$8.47K - $10.5K
|
2.1K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
125New |
$8.34K - $10.3K
|
125
$9.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
124+ 0.74% |
$8.27K - $10.2K
|
16.8K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
124+ 1.04% |
$8.27K - $10.2K
|
12K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
122+ 9.04% |
$8.14K - $10.1K
|
1.47K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
122+ 1.39% |
$8.14K - $10.1K
|
8.88K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
120+ 0.54% |
$8K - $9.92K
|
22.5K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
119+ 1.17% |
$7.94K - $9.84K
|
10.3K
$779K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
119+ 0.41% |
$7.94K - $9.84K
|
29K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
116New |
$7.74K - $9.59K
|
116
$8.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
116+ 0.97% |
$7.74K - $9.59K
|
12K
$912K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
110New |
$7.34K - $9.09K
|
110
$8.35K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
107+ 0.18% |
$7.14K - $8.84K
|
60.7K
$4.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
105+ 4.94% |
$7K - $8.68K
|
2.23K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
104+ 2.75% |
$6.94K - $8.6K
|
3.89K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 12.32% |
$6.74K - $8.35K
|
921
$69.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
100New |
$6.67K - $8.27K
|
100
$7.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
100New |
$6.67K - $8.27K
|
100
$7.59K
|