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 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
98+ 1.47% |
$6.54K - $8.1K
|
6.77K
$514K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
98New |
$6.54K - $8.1K
|
98
$7.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
97New |
$6.47K - $8.02K
|
97
$7.36K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
96+ 1.26% |
$6.4K - $7.93K
|
7.7K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
96+ 0.52% |
$6.4K - $7.93K
|
18.5K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
95New |
$6.34K - $7.85K
|
95
$7.21K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
93New |
$6.2K - $7.69K
|
93
$7.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
91+ 0.45% |
$6.07K - $7.52K
|
20.3K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
90+ 0.41% |
$6K - $7.44K
|
21.8K
$1.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
89+ 8.9% |
$5.94K - $7.36K
|
1.09K
$82.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.47% |
$5.74K - $7.11K
|
18.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
85+ 16.9% |
$5.67K - $7.03K
|
588
$44.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
83+ 1.26% |
$5.54K - $6.86K
|
6.66K
$505K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
82+ 0.87% |
$5.47K - $6.78K
|
9.52K
$722K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
81+ 1.98% |
$5.4K - $6.69K
|
4.17K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
81+ 1.15% |
$5.4K - $6.69K
|
7.12K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
80+ 0.19% |
$5.34K - $6.61K
|
41.9K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
74+ 1.34% |
$4.94K - $6.12K
|
5.58K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
72+ 6.07% |
$4.8K - $5.95K
|
1.26K
$95.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
71+ 1.31% |
$4.73K - $5.87K
|
5.5K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70+ 28.57% |
$4.67K - $5.79K
|
315
$23.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
70+ 0.32% |
$4.67K - $5.79K
|
21.7K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
68+ 1.68% |
$4.53K - $5.62K
|
4.11K
$312K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
67+ 2.15% |
$4.47K - $5.54K
|
3.18K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
66+ 2.04% |
$4.4K - $5.45K
|
3.3K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.18% |
$4.2K - $5.21K
|
34.9K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62New |
$4.13K - $5.12K
|
62
$4.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
55+ 0.49% |
$3.67K - $4.55K
|
11.2K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55+ 4.25% |
$3.67K - $4.55K
|
1.35K
$102K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
54New |
$3.6K - $4.46K
|
54
$4.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
53New |
$3.53K - $4.38K
|
53
$4.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 6.54% |
$3.47K - $4.3K
|
847
$64.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$3.4K - $4.22K
|
51
$3.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
51+ 7.11% |
$3.4K - $4.22K
|
768
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51+ 1.5% |
$3.4K - $4.22K
|
3.46K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
51+ 0.04% |
$3.4K - $4.22K
|
125K
$9.45M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 0.78% |
$3.33K - $4.13K
|
6.48K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.79K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 20.16% |
$3.27K - $4.05K
|
292
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
49+ 1.61% |
$3.27K - $4.05K
|
3.1K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
45+ 0.57% |
$3K - $3.72K
|
7.91K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45+ 26.01% |
$3K - $3.72K
|
218
$16.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 4.52% |
$2.93K - $3.64K
|
1.02K
$77.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44+ 0.08% |
$2.93K - $3.64K
|
53.5K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43+ 7.79% |
$2.87K - $3.55K
|
595
$45.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
41+ 0.69% |
$2.73K - $3.39K
|
5.99K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40+ 1.29% |
$2.67K - $3.31K
|
3.13K
$238K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$2.67K - $3.31K
|
40
$3.04K
|