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 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-140- 7.09% |
$9.34K - $11.6K
|
1.83K
$119K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-145- 0.5% |
$9.67K - $12K
|
28.9K
$1.88M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-147- 1.6% |
$9.8K - $12.1K
|
9.06K
$588K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-149- 1.44% |
$9.94K - $12.3K
|
10.2K
$664K
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-154- 2.89% |
$10.3K - $12.7K
|
5.17K
$335K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-163- 2.95% |
$10.9K - $13.5K
|
5.37K
$348K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-165- 3.14% |
$11K - $13.6K
|
5.09K
$330K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 2.2% |
$11K - $13.6K
|
7.35K
$477K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-166- 1.36% |
$11.1K - $13.7K
|
12.1K
$783K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-168- 3.14% |
$11.2K - $13.9K
|
5.19K
$337K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-169- 1.27% |
$11.3K - $14K
|
13.1K
$852K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-179- 3.6% |
$11.9K - $14.8K
|
4.8K
$311K
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-185- 0.23% |
$12.3K - $15.3K
|
79.4K
$5.15M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-186- 3.1% |
$12.4K - $15.4K
|
5.81K
$377K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-189- 5.17% |
$12.6K - $15.6K
|
3.47K
$225K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-194- 5.24% |
$12.9K - $16K
|
3.51K
$227K
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-195- 2.16% |
$13K - $16.1K
|
8.83K
$573K
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-200- 3.96% |
$13.3K - $16.5K
|
4.85K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-201- 0.24% |
$13.4K - $16.6K
|
82.5K
$5.35M
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-205- 1.13% |
$13.7K - $16.9K
|
17.9K
$1.16M
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-213- 0.18% |
$14.2K - $17.6K
|
116K
$7.53M
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-218- 1.62% |
$14.5K - $18K
|
13.3K
$861K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-220- 5.56% |
$14.7K - $18.2K
|
3.74K
$242K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-221- 4.1% |
$14.7K - $18.3K
|
5.17K
$335K
|
|
Jan 15, 2025
Q4 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-225- 0.08% |
$15K - $18.6K
|
271K
$17.6M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-230- 2.06% |
$15.3K - $19K
|
10.9K
$710K
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-231- 2.36% |
$15.4K - $19.1K
|
9.56K
$620K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-231- 7.01% |
$15.4K - $19.1K
|
3.06K
$199K
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-234- 0.97% |
$15.6K - $19.3K
|
23.9K
$1.55M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-235- 4.36% |
$15.7K - $19.4K
|
5.16K
$335K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-238- 7.79% |
$15.9K - $19.7K
|
2.82K
$183K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-239- 1.43% |
$15.9K - $19.8K
|
16.5K
$1.07M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-248- 3.57% |
$16.5K - $20.5K
|
6.7K
$434K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-250- 4.17% |
$16.7K - $20.7K
|
5.75K
$373K
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-250- 5.36% |
$16.7K - $20.7K
|
4.41K
$286K
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-250- 2.27% |
$16.7K - $20.7K
|
10.8K
$698K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-250- 1.91% |
$16.7K - $20.7K
|
12.9K
$834K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-253- 0.42% |
$16.9K - $20.9K
|
59.8K
$3.88M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 15.81% |
$16.9K - $21K
|
1.35K
$87.8K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-256- 1.2% |
$17.1K - $21.2K
|
21.1K
$1.37M
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-260- 3.93% |
$17.3K - $21.5K
|
6.35K
$412K
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-262- 0.29% |
$17.5K - $21.7K
|
91.1K
$5.91M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-271- 3.41% |
$18.1K - $22.4K
|
7.68K
$498K
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-272- 5.6% |
$18.1K - $22.5K
|
4.59K
$297K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-273- 5.66% |
$18.2K - $22.6K
|
4.55K
$295K
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-273- 1.43% |
$18.2K - $22.6K
|
18.8K
$1.22M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-273- 5.63% |
$18.2K - $22.6K
|
4.58K
$297K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-275- 1.45% |
$18.3K - $22.7K
|
18.7K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 5.03% |
$18.4K - $22.8K
|
5.21K
$338K
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-280- 0.98% |
$18.7K - $23.1K
|
28.3K
$1.83M
|