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
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
74+ 1.34% |
$4.94K - $6.12K
|
5.58K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
72+ 6.07% |
$4.8K - $5.95K
|
1.26K
$85.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
71+ 1.31% |
$4.73K - $5.87K
|
5.5K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70+ 28.57% |
$4.67K - $5.79K
|
315
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
70+ 0.32% |
$4.67K - $5.79K
|
21.7K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
68+ 1.68% |
$4.53K - $5.62K
|
4.11K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
66+ 2.04% |
$4.4K - $5.45K
|
3.3K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
63+ 0.18% |
$4.2K - $5.21K
|
34.9K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
62New |
$4.13K - $5.12K
|
62
$4.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
55+ 0.49% |
$3.67K - $4.55K
|
11.2K
$759K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
55+ 4.25% |
$3.67K - $4.55K
|
1.35K
$91.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
54New |
$3.6K - $4.46K
|
54
$3.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
53New |
$3.53K - $4.38K
|
53
$3.59K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
52+ 6.54% |
$3.47K - $4.3K
|
847
$57.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$3.4K - $4.22K
|
51
$3.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
51+ 7.11% |
$3.4K - $4.22K
|
768
$52K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
51+ 1.5% |
$3.4K - $4.22K
|
3.46K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
51+ 0.04% |
$3.4K - $4.22K
|
125K
$8.43M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 0.78% |
$3.33K - $4.13K
|
6.48K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.38K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
50New |
$3.33K - $4.13K
|
50
$3.38K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 20.16% |
$3.27K - $4.05K
|
292
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
49+ 1.61% |
$3.27K - $4.05K
|
3.1K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
45+ 0.57% |
$3K - $3.72K
|
7.91K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
45+ 26.01% |
$3K - $3.72K
|
218
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 4.52% |
$2.93K - $3.64K
|
1.02K
$68.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
44+ 0.08% |
$2.93K - $3.64K
|
53.5K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43+ 7.79% |
$2.87K - $3.55K
|
595
$40.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
41+ 0.69% |
$2.73K - $3.39K
|
5.99K
$405K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
40+ 1.29% |
$2.67K - $3.31K
|
3.13K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$2.67K - $3.31K
|
40
$2.71K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
40+ 1.2% |
$2.67K - $3.31K
|
3.37K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 1.74% |
$2.6K - $3.22K
|
2.28K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 0.61% |
$2.33K - $2.89K
|
5.77K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 1.48% |
$2.33K - $2.89K
|
2.4K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34+ 16.19% |
$2.27K - $2.81K
|
244
$16.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
32+ 0.15% |
$2.13K - $2.64K
|
21.7K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
32+ 0.94% |
$2.13K - $2.64K
|
3.45K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.29% |
$2.13K - $2.64K
|
1.43K
$96.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
31+ 0.14% |
$2.07K - $2.56K
|
21.6K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 0.32% |
$2.07K - $2.56K
|
9.62K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.18% |
$2.07K - $2.56K
|
17.7K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
30+ 0.82% |
$2K - $2.48K
|
3.69K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 2.61% |
$1.93K - $2.4K
|
1.14K
$77K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 75.0% |
$1.8K - $2.23K
|
63
$4.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 3.34% |
$1.8K - $2.23K
|
835
$56.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.54% |
$1.8K - $2.23K
|
5.03K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$1.73K - $2.15K
|
26
$1.76K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.19% |
$1.67K - $2.07K
|
13.2K
$892K
|