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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 0.2% |
$467 - $579
|
3.52K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.1% |
$467 - $579
|
6.75K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.09% |
$467 - $579
|
8.24K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 21.21% |
$467 - $579
|
40
$3.04K
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
BUY
|
- |
6+ 0.19% |
$400 - $496
|
3.14K
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5+ 0.15% |
$333 - $413
|
3.36K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5+ 0.09% |
$333 - $413
|
5.44K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
5+ 0.24% |
$333 - $413
|
2.12K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.16% |
$333 - $413
|
3.19K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.04% |
$333 - $413
|
11.4K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4+ 0.11% |
$267 - $331
|
3.68K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4+ 0.08% |
$267 - $331
|
5.04K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 0.13% |
$267 - $331
|
3.01K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
4+ 0.5% |
$267 - $331
|
804
$61K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.18% |
$200 - $248
|
1.71K
$129K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.01% |
$200 - $248
|
22.4K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.1% |
$200 - $248
|
3.02K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.19% |
$200 - $248
|
1.55K
$117K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$200 - $248
|
6.48K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3+ 0.0% |
$200 - $248
|
306K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3+ 0.05% |
$200 - $248
|
5.81K
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.26% |
$133 - $165
|
779
$59.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$133 - $165
|
4.83K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$133 - $165
|
4.02K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.02% |
$133 - $165
|
12.9K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.04% |
$133 - $165
|
5.53K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2+ 0.03% |
$133 - $165
|
6.74K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$133 - $165
|
2.32K
$176K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
3.21K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
3.73K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
2.99K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.6% |
$66.7 - $82.7
|
168
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.27% |
$66.7 - $82.7
|
371
$28.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$66.7 - $82.7
|
906
$68.8K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$66.7 - $82.7
|
6.03K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$66.7 - $82.7
|
5.61K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.17% |
$66.7 - $82.7
|
589
$44.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.68% |
$66.7 - $82.7
|
149
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.14% |
$66.7 - $82.7
|
713
$54.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.11% |
$66.7 - $82.7
|
873
$66.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1+ 0.01% |
$66.7 - $82.7
|
7.01K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$66.7 - $82.7
|
4.24K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.17% |
$66.7 - $82.7
|
598
$45.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$66.7 - $82.7
|
3.93K
$298K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$66.7 - $82.7
|
1.59M
$121M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- -0.0% |
$66.7 - $82.7
|
20.5K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.59% |
$66.7 - $82.7
|
168
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1- 0.02% |
$66.7 - $82.7
|
5.3K
$402K
|