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 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 4.95% |
$2.27K - $2.81K
|
653
$49.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-34- 1.05% |
$2.27K - $2.81K
|
3.19K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-36- 0.69% |
$2.4K - $2.98K
|
5.19K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-39- 0.59% |
$2.6K - $3.22K
|
6.57K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 3.48% |
$2.6K - $3.22K
|
1.08K
$82.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40- 0.6% |
$2.67K - $3.31K
|
6.63K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-40- 0.67% |
$2.67K - $3.31K
|
5.94K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-41- 1.2% |
$2.73K - $3.39K
|
3.38K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-41- 0.55% |
$2.73K - $3.39K
|
7.4K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.24% |
$2.93K - $3.64K
|
3.5K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-44- 0.36% |
$2.93K - $3.64K
|
12.1K
$921K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-45- 0.32% |
$3K - $3.72K
|
14.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-45- 0.54% |
$3K - $3.72K
|
8.29K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-46- 50.0% |
$3.07K - $3.8K
|
46
$3.49K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-48- 0.48% |
$3.2K - $3.97K
|
9.99K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-48- 0.11% |
$3.2K - $3.97K
|
42.8K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-49- 0.4% |
$3.27K - $4.05K
|
12.2K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-49- 75.38% |
$3.27K - $4.05K
|
16
$1.21K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 0.51% |
$3.33K - $4.13K
|
9.82K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-50- 1.06% |
$3.33K - $4.13K
|
4.67K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.25% |
$3.33K - $4.13K
|
750
$56.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-50- 13.89% |
$3.33K - $4.13K
|
310
$23.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 0.58% |
$3.33K - $4.13K
|
8.63K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-51- 2.89% |
$3.4K - $4.22K
|
1.72K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55- 1.29% |
$3.67K - $4.55K
|
4.21K
$319K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-60- 15.5% |
$4K - $4.96K
|
327
$24.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-67- 1.26% |
$4.47K - $5.54K
|
5.27K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-67- 41.36% |
$4.47K - $5.54K
|
95
$7.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-67- 0.42% |
$4.47K - $5.54K
|
15.7K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-67- 91.78% |
$4.47K - $5.54K
|
6
$455
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-68- 0.22% |
$4.53K - $5.62K
|
30.8K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 61.82% |
$4.53K - $5.62K
|
42
$3.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-70- 8.25% |
$4.67K - $5.79K
|
778
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-71- 0.82% |
$4.73K - $5.87K
|
8.55K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-72- 2.27% |
$4.8K - $5.95K
|
3.1K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-74- 1.43% |
$4.94K - $6.12K
|
5.09K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-75- 0.26% |
$5K - $6.2K
|
28.9K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-77- 2.53% |
$5.14K - $6.36K
|
2.96K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-77- 2.3% |
$5.14K - $6.36K
|
3.27K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-80- 0.81% |
$5.34K - $6.61K
|
9.75K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-87- 1.18% |
$5.8K - $7.19K
|
7.3K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-88- 0.34% |
$5.87K - $7.27K
|
26.1K
$1.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-89- 1.74% |
$5.94K - $7.36K
|
5.04K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-90- 2.99% |
$6K - $7.44K
|
2.92K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-90- 0.23% |
$6K - $7.44K
|
39.7K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-90- 0.75% |
$6K - $7.44K
|
11.8K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-91- 0.82% |
$6.07K - $7.52K
|
11.1K
$840K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.01% |
$6.14K - $7.6K
|
9.01K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-92- 1.49% |
$6.14K - $7.6K
|
6.08K
$462K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-96Closed |
$6.4K - $7.93K
|
0
$0
|