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
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.04% |
$133 - $165
|
5.34K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4- 0.01% |
$267 - $331
|
43.4K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 1.13% |
$333 - $413
|
439
$33.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5- 0.09% |
$333 - $413
|
5.53K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$400 - $496
|
5.16K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-7- 7.53% |
$467 - $579
|
86
$6.53K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.06% |
$467 - $579
|
11K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-7- 7.29% |
$467 - $579
|
89
$6.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-8- 0.17% |
$534 - $661
|
4.62K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-9- 0.22% |
$600 - $744
|
4.09K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.18% |
$667 - $827
|
5.59K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 0.44% |
$667 - $827
|
2.26K
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10- 0.12% |
$667 - $827
|
8.01K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10- 0.17% |
$667 - $827
|
6.05K
$459K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.14% |
$667 - $827
|
7.19K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-11- 0.22% |
$734 - $909
|
5.03K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-12- 0.22% |
$800 - $992
|
5.35K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 20.0% |
$800 - $992
|
48
$3.64K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-13- 0.38% |
$867 - $1.07K
|
3.41K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-13Closed |
$867 - $1.07K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-14- 0.12% |
$934 - $1.16K
|
11.2K
$854K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-15- 0.18% |
$1K - $1.24K
|
8.45K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-15- 0.07% |
$1K - $1.24K
|
20.4K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-16- 0.35% |
$1.07K - $1.32K
|
4.54K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-16- 0.39% |
$1.07K - $1.32K
|
4.05K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.18% |
$1.07K - $1.32K
|
9.11K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-16- 0.69% |
$1.07K - $1.32K
|
2.3K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-18- 0.12% |
$1.2K - $1.49K
|
15.2K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21- 0.63% |
$1.4K - $1.74K
|
3.29K
$250K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-22- 0.74% |
$1.47K - $1.82K
|
2.94K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-22- 0.22% |
$1.47K - $1.82K
|
9.9K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-22- 0.63% |
$1.47K - $1.82K
|
3.47K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-23- 5.57% |
$1.53K - $1.9K
|
390
$29.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 0.43% |
$1.53K - $1.9K
|
5.39K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-23- 0.78% |
$1.53K - $1.9K
|
2.92K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-23- 21.1% |
$1.53K - $1.9K
|
86
$6.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-23- 0.4% |
$1.53K - $1.9K
|
5.72K
$434K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-24- 0.32% |
$1.6K - $1.98K
|
7.47K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.13% |
$1.67K - $2.07K
|
18.8K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-27- 0.26% |
$1.8K - $2.23K
|
10.4K
$791K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-27- 5.47% |
$1.8K - $2.23K
|
467
$35.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-27- 0.79% |
$1.8K - $2.23K
|
3.38K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-28- 0.65% |
$1.87K - $2.31K
|
4.26K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-28- 0.64% |
$1.87K - $2.31K
|
4.33K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-29- 0.46% |
$1.93K - $2.4K
|
6.32K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-30- 0.07% |
$2K - $2.48K
|
41.6K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 0.44% |
$2K - $2.48K
|
6.8K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-31- 0.93% |
$2.07K - $2.56K
|
3.31K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-31- 0.49% |
$2.07K - $2.56K
|
6.28K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-33- 2.99% |
$2.2K - $2.73K
|
1.07K
$81.3K
|