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
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-99- 1.62% |
$6.6K - $8.18K
|
6.02K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 14.29% |
$6.67K - $8.27K
|
600
$45.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-100- 0.96% |
$6.67K - $8.27K
|
10.4K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-100- 0.5% |
$6.67K - $8.27K
|
19.9K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-100- 0.55% |
$6.67K - $8.27K
|
18.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-100- 2.31% |
$6.67K - $8.27K
|
4.23K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 1.44% |
$6.94K - $8.6K
|
7.09K
$538K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-105- 3.36% |
$7K - $8.68K
|
3.02K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-105- 0.99% |
$7K - $8.68K
|
10.5K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-105- 1.44% |
$7K - $8.68K
|
7.16K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-105- 0.19% |
$7K - $8.68K
|
56K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-108- 0.83% |
$7.2K - $8.93K
|
12.9K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-109- 0.31% |
$7.27K - $9.01K
|
34.6K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-109- 0.24% |
$7.27K - $9.01K
|
44.5K
$3.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-110- 2.63% |
$7.34K - $9.09K
|
4.08K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.9% |
$7.4K - $9.17K
|
12.2K
$929K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-116- 0.44% |
$7.74K - $9.59K
|
26.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-119- 22.62% |
$7.94K - $9.84K
|
407
$30.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 0.11% |
$8K - $9.92K
|
110K
$8.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-121- 3.64% |
$8.07K - $10K
|
3.2K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-125- 18.2% |
$8.34K - $10.3K
|
562
$42.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-126- 3.93% |
$8.4K - $10.4K
|
3.08K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-131- 1.13% |
$8.74K - $10.8K
|
11.5K
$873K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-133- 3.59% |
$8.87K - $11K
|
3.57K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-133- 6.1% |
$8.87K - $11K
|
2.05K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-133- 8.55% |
$8.87K - $11K
|
1.42K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-135- 28.36% |
$9K - $11.2K
|
341
$25.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 7.09% |
$9.34K - $11.6K
|
1.83K
$139K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-145- 0.5% |
$9.67K - $12K
|
28.9K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-147- 1.6% |
$9.8K - $12.1K
|
9.06K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 1.44% |
$9.94K - $12.3K
|
10.2K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-154- 2.89% |
$10.3K - $12.7K
|
5.17K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-163- 2.95% |
$10.9K - $13.5K
|
5.37K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-165- 3.14% |
$11K - $13.6K
|
5.09K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 2.2% |
$11K - $13.6K
|
7.35K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-166- 1.36% |
$11.1K - $13.7K
|
12.1K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-168- 3.14% |
$11.2K - $13.9K
|
5.19K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-169- 1.27% |
$11.3K - $14K
|
13.1K
$997K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-179- 3.6% |
$11.9K - $14.8K
|
4.8K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-185- 0.23% |
$12.3K - $15.3K
|
79.4K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-186- 3.1% |
$12.4K - $15.4K
|
5.81K
$441K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-189- 5.17% |
$12.6K - $15.6K
|
3.47K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-194- 5.24% |
$12.9K - $16K
|
3.51K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-195- 2.16% |
$13K - $16.1K
|
8.83K
$670K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-200- 3.96% |
$13.3K - $16.5K
|
4.85K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-201- 0.24% |
$13.4K - $16.6K
|
82.5K
$6.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-205- 1.13% |
$13.7K - $16.9K
|
17.9K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-213- 0.18% |
$14.2K - $17.6K
|
116K
$8.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-218- 1.62% |
$14.5K - $18K
|
13.3K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-220- 5.56% |
$14.7K - $18.2K
|
3.74K
$284K
|