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 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
40+ 1.2% |
$2.67K - $3.31K
|
3.37K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
39+ 1.74% |
$2.6K - $3.22K
|
2.28K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 0.61% |
$2.33K - $2.89K
|
5.77K
$438K
|
|
|
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
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
34+ 16.19% |
$2.27K - $2.81K
|
244
$18.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
32+ 0.15% |
$2.13K - $2.64K
|
21.7K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
32+ 0.94% |
$2.13K - $2.64K
|
3.45K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.29% |
$2.13K - $2.64K
|
1.43K
$109K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
31+ 0.14% |
$2.07K - $2.56K
|
21.6K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 0.32% |
$2.07K - $2.56K
|
9.62K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.18% |
$2.07K - $2.56K
|
17.7K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
30+ 0.82% |
$2K - $2.48K
|
3.69K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 2.61% |
$1.93K - $2.4K
|
1.14K
$86.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
27+ 75.0% |
$1.8K - $2.23K
|
63
$4.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27+ 3.34% |
$1.8K - $2.23K
|
835
$63.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.54% |
$1.8K - $2.23K
|
5.03K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
26New |
$1.73K - $2.15K
|
26
$1.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
25+ 0.19% |
$1.67K - $2.07K
|
13.2K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25New |
$1.67K - $2.07K
|
25
$1.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.13% |
$1.67K - $2.07K
|
19.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
25New |
$1.67K - $2.07K
|
25
$1.9K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.67K - $2.07K
|
25
$1.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
21+ 0.68% |
$1.4K - $1.74K
|
3.09K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
20+ 0.5% |
$1.33K - $1.65K
|
4.04K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$1.33K - $1.65K
|
3.46K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 50.0% |
$1.33K - $1.65K
|
60
$4.55K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20+ 0.37% |
$1.33K - $1.65K
|
5.38K
$409K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
19+ 0.68% |
$1.27K - $1.57K
|
2.8K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19+ 0.45% |
$1.27K - $1.57K
|
4.29K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
19+ 0.08% |
$1.27K - $1.57K
|
23.1K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
18New |
$1.2K - $1.49K
|
18
$1.37K
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
18+ 0.27% |
$1.2K - $1.49K
|
6.81K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
17+ 0.54% |
$1.13K - $1.41K
|
3.16K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
16+ 0.05% |
$1.07K - $1.32K
|
34.8K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.1% |
$1K - $1.24K
|
15.4K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
13+ 0.22% |
$867 - $1.07K
|
5.8K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 16.22% |
$800 - $992
|
86
$6.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
12+ 1.01% |
$800 - $992
|
1.2K
$91.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 0.2% |
$800 - $992
|
5.93K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.19% |
$800 - $992
|
6.29K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
12+ 0.4% |
$800 - $992
|
2.98K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
10New |
$667 - $827
|
10
$759
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.23% |
$667 - $827
|
4.28K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
10+ 0.08% |
$667 - $827
|
12.4K
$938K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10New |
$667 - $827
|
10
$759
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
9+ 0.23% |
$600 - $744
|
3.87K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$600 - $744
|
11.1K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 0.15% |
$534 - $661
|
5.25K
$398K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$534 - $661
|
8
$607
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
7New |
$467 - $579
|
7
$531
|