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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
915New |
$61K - $75.6K
|
915
$60.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
899+ 21.74% |
$60K - $74.3K
|
5.03K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
899+ 2.25% |
$60K - $74.3K
|
40.8K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
895+ 17.79% |
$59.7K - $74K
|
5.93K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
876+ 22.47% |
$58.4K - $72.4K
|
4.77K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
873+ 16.2% |
$58.2K - $72.2K
|
6.26K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
850+ 7.92% |
$56.7K - $70.3K
|
11.6K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
849New |
$56.6K - $70.2K
|
849
$56.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
836+ 5.45% |
$55.8K - $69.1K
|
16.2K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
825New |
$55K - $68.2K
|
825
$54.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
825+ 0.99% |
$55K - $68.2K
|
83.9K
$5.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
811+ 24.04% |
$54.1K - $67K
|
4.19K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
805+ 4.43% |
$53.7K - $66.5K
|
19K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
794New |
$53K - $65.6K
|
794
$52.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
786New |
$52.4K - $65K
|
786
$52.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
763+ 0.33% |
$50.9K - $63.1K
|
232K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
750New |
$50K - $62K
|
750
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
744+ 0.74% |
$49.6K - $61.5K
|
101K
$6.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
742+ 2.57% |
$49.5K - $61.3K
|
29.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
742+ 530.0% |
$49.5K - $61.3K
|
882
$58.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
725+ 13.93% |
$48.4K - $59.9K
|
5.93K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
715New |
$47.7K - $59.1K
|
715
$47.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$47.4K - $58.8K
|
711
$47.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
696+ 0.3% |
$46.4K - $57.5K
|
233K
$15.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
692+ 141.51% |
$46.1K - $57.2K
|
1.18K
$78.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
683+ 0.24% |
$45.5K - $56.4K
|
291K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
675+ 0.25% |
$45K - $55.8K
|
275K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
670+ 18.37% |
$44.7K - $55.4K
|
4.32K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
663+ 15.73% |
$44.2K - $54.8K
|
4.88K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
656+ 19.91% |
$43.7K - $54.2K
|
3.95K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
647+ 11.21% |
$43.1K - $53.5K
|
6.42K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
639New |
$42.6K - $52.8K
|
639
$42.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
625+ 2.97% |
$41.7K - $51.7K
|
21.7K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
614+ 4.9% |
$40.9K - $50.7K
|
13.2K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
611New |
$40.7K - $50.5K
|
611
$40.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
604+ 10.91% |
$40.3K - $49.9K
|
6.14K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
601+ 1.05% |
$40.1K - $49.7K
|
57.7K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
588+ 1.59% |
$39.2K - $48.6K
|
37.5K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
578+ 6.54% |
$38.5K - $47.8K
|
9.42K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
561+ 13.07% |
$37.4K - $46.4K
|
4.85K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
557+ 0.5% |
$37.1K - $46K
|
111K
$7.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
556+ 2.44% |
$37.1K - $46K
|
23.3K
$1.55M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
556New |
$37.1K - $46K
|
556
$36.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
555+ 13.1% |
$37K - $45.9K
|
4.79K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
535New |
$35.7K - $44.2K
|
535
$35.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
530+ 1.57% |
$35.3K - $43.8K
|
34.4K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
519+ 2.5% |
$34.6K - $42.9K
|
21.3K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
505+ 16.26% |
$33.7K - $41.7K
|
3.61K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 11.11% |
$33.3K - $41.3K
|
5K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 1.08% |
$33.3K - $41.3K
|
46.8K
$3.11M
|