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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.99K+ 8.91% |
$400K - $495K
|
73.3K
$4.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.99K+ 202.3% |
$399K - $495K
|
8.95K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.37K+ 11.42% |
$358K - $444K
|
52.4K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.04K+ 4.06% |
$336K - $417K
|
129K
$8.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.02K+ 23.95% |
$335K - $415K
|
26K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.97K+ 27.22% |
$331K - $410K
|
23.2K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.8K+ 3.72% |
$320K - $397K
|
134K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 12.51% |
$311K - $385K
|
41.9K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.5KNew |
$300K - $372K
|
4.5K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.43KNew |
$295K - $366K
|
4.43K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.4K+ 13.84% |
$293K - $364K
|
36.2K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
4.19KNew |
$280K - $347K
|
4.19K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.19KNew |
$280K - $346K
|
4.19K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.01K+ 4.26% |
$267K - $331K
|
98.2K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.74KNew |
$249K - $309K
|
3.74K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.64KNew |
$243K - $301K
|
3.64K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.5KNew |
$234K - $289K
|
3.5K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.5KNew |
$233K - $289K
|
3.5K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.48K+ 18.54% |
$232K - $287K
|
22.2K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.48K+ 11.5% |
$232K - $287K
|
33.7K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.47K+ 15.4% |
$231K - $287K
|
26K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.42KNew |
$228K - $282K
|
3.42K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.37K+ 205.17% |
$225K - $279K
|
5.02K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.3KNew |
$220K - $273K
|
3.3K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$215K - $266K
|
3.22K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.11KNew |
$208K - $257K
|
3.11K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$205K - $254K
|
3.08K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.04K+ 25.05% |
$203K - $251K
|
15.2K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3K+ 57.22% |
$200K - $248K
|
8.25K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 4.51% |
$198K - $245K
|
68.8K
$4.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.96K+ 32.0% |
$197K - $245K
|
12.2K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2.92K+ 2.51% |
$195K - $241K
|
119K
$7.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.83K+ 25.71% |
$188K - $233K
|
13.8K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.82K+ 47.26% |
$188K - $233K
|
8.77K
$572K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.68KNew |
$179K - $222K
|
2.68K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.65K+ 2.86% |
$177K - $219K
|
95.1K
$6.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.32K+ 10.59% |
$155K - $192K
|
24.2K
$1.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 0.44% |
$140K - $173K
|
477K
$31.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.06K+ 0.62% |
$138K - $171K
|
332K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.03KNew |
$135K - $167K
|
2.03K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.91K+ 2.71% |
$127K - $158K
|
72.3K
$4.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 36.16% |
$127K - $157K
|
7.17K
$468K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.85K+ 30.29% |
$123K - $153K
|
7.96K
$519K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.82K+ 7.75% |
$121K - $150K
|
25.3K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.7K+ 51.96% |
$113K - $140K
|
4.96K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.55K+ 3.04% |
$103K - $128K
|
52.5K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.52K+ 1.13% |
$101K - $125K
|
136K
$8.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
1.44K+ 2359.02% |
$96K - $119K
|
1.5K
$97.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.43KNew |
$95.4K - $118K
|
1.43K
$93.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.43K+ 35.52% |
$95.4K - $118K
|
5.46K
$356K
|