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
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.42K- 1.96% |
$161K - $200K
|
121K
$9.18M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.44K- 6.72% |
$162K - $201K
|
33.8K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.45K- 32.4% |
$163K - $202K
|
5.11K
$387K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2.46K- 63.96% |
$164K - $204K
|
1.39K
$105K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 21.9% |
$165K - $204K
|
8.82K
$669K
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.56K- 45.43% |
$171K - $212K
|
3.08K
$234K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 18.28% |
$172K - $214K
|
11.6K
$877K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.59K- 6.36% |
$173K - $214K
|
38.1K
$2.89M
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.62KClosed |
$175K - $217K
|
0
$0
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-2.73K- 2.16% |
$182K - $225K
|
123K
$9.36M
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.76K- 20.43% |
$184K - $228K
|
10.7K
$814K
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.96K- 1.96% |
$197K - $244K
|
148K
$11.2M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3K- 42.41% |
$200K - $248K
|
4.08K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.06K- 2.7% |
$204K - $253K
|
110K
$8.35M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.19K- 1.97% |
$212K - $263K
|
158K
$12M
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.23K- 6.73% |
$216K - $267K
|
44.8K
$3.4M
|
|
Jan 15, 2025
Q4 2024
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-3.25K- 1.61% |
$217K - $268K
|
198K
$15M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-3.33K- 2.11% |
$222K - $275K
|
154K
$11.7M
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.43K- 3.31% |
$228K - $283K
|
100K
$7.59M
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.48K- 10.02% |
$232K - $288K
|
31.2K
$2.37M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.53K- 4.87% |
$235K - $292K
|
68.9K
$5.23M
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.53K- 15.15% |
$235K - $292K
|
19.8K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3.65K- 3.73% |
$243K - $301K
|
94.1K
$7.14M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.65K- 3.65% |
$244K - $302K
|
96.4K
$7.32M
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-3.72K- 11.36% |
$248K - $308K
|
29K
$2.2M
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-3.72K- 11.36% |
$248K - $308K
|
29K
$2.2M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.73K- 69.4% |
$249K - $308K
|
1.64K
$125K
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-3.94K- 3.88% |
$262K - $325K
|
97.4K
$7.39M
|
|
Jan 27, 2025
Q4 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-4K- 35.4% |
$267K - $331K
|
7.3K
$554K
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4K- 4.16% |
$267K - $331K
|
92.2K
$7M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.05K- 12.85% |
$270K - $334K
|
27.4K
$2.08M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.12K- 2.23% |
$275K - $341K
|
181K
$13.7M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.28K- 3.92% |
$286K - $354K
|
105K
$7.97M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.32K- 10.25% |
$288K - $357K
|
37.8K
$2.87M
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.35K- 3.76% |
$290K - $360K
|
111K
$8.46M
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4.36K- 1.41% |
$291K - $361K
|
306K
$23.2M
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-4.4K- 16.29% |
$293K - $364K
|
22.6K
$1.72M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.49K- 20.67% |
$299K - $371K
|
17.2K
$1.31M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.61K- 38.21% |
$307K - $381K
|
7.45K
$566K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.62K- 45.32% |
$308K - $381K
|
5.57K
$423K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.68K- 55.18% |
$312K - $387K
|
3.8K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-4.72K- 27.34% |
$315K - $390K
|
12.6K
$953K
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-4.74K- 5.79% |
$316K - $392K
|
77.1K
$5.85M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.76K- 9.46% |
$317K - $393K
|
45.5K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.76K- 6.44% |
$318K - $393K
|
69.2K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.92K- 31.19% |
$328K - $407K
|
10.9K
$824K
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.11K- 2.96% |
$341K - $422K
|
167K
$12.7M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.21K- 5.47% |
$348K - $431K
|
90.1K
$6.84M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.3K- 60.39% |
$353K - $438K
|
3.48K
$264K
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.34K- 2.92% |
$356K - $441K
|
177K
$13.5M
|