Latest Institutional Transactions on Carrier Global Corp (CARR)
This table provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.34% |
$1.3K - $1.48K
|
505
$30.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 31.37% |
$24.5K - $27.9K
|
1.65K
$99.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.68K+ 40.58% |
$353K - $401K
|
19.7K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-11.5K- 24.57% |
$714K - $811K
|
35.3K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-20.3K- 6.39% |
$1.26M - $1.43M
|
297K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 16.9% |
$83.5K - $94.9K
|
9.3K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4- 0.1% |
$248 - $282
|
4.04K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-87- 2.33% |
$5.4K - $6.14K
|
3.64K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.04K+ 621.43% |
$64.8K - $73.7K
|
1.21K
$72.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-172- 6.69% |
$10.7K - $12.1K
|
2.4K
$144K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-40- 1.15% |
$2.48K - $2.82K
|
3.43K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-143- 0.1% |
$8.88K - $10.1K
|
148K
$8.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
186+ 2.36% |
$11.5K - $13.1K
|
8.06K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114K+ 72.42% |
$7.09M - $8.05M
|
272K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
111+ 176.19% |
$6.89K - $7.83K
|
174
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.37K+ 14.71% |
$85.2K - $96.9K
|
10.7K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-66- 0.88% |
$4.1K - $4.66K
|
7.39K
$443K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.7KNew |
$230K - $261K
|
3.7K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.8K+ 24.35% |
$1.11M - $1.26M
|
91.1K
$5.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 2.73% |
$12.4K - $14.1K
|
7.13K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
641+ 5.79% |
$39.8K - $45.2K
|
11.7K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
690+ 17.74% |
$42.8K - $48.7K
|
4.58K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.99K- 34.63% |
$124K - $140K
|
3.76K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$559 - $635
|
3.54K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-725- 1.19% |
$45K - $51.1K
|
59.9K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 11.35% |
$46.3K - $52.6K
|
5.83K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.13K- 10.8% |
$194K - $221K
|
25.9K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
32+ 0.7% |
$1.99K - $2.26K
|
4.58K
$274K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-350- 4.43% |
$21.7K - $24.7K
|
7.56K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-7.59K- 2.79% |
$471K - $535K
|
264K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.67K- 2.97% |
$103K - $117K
|
54.4K
$3.26M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.2K+ 1.97% |
$136K - $155K
|
114K
$6.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75.6K+ 15.83% |
$4.69M - $5.33M
|
553K
$33.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.57K- 29.75% |
$532K - $604K
|
20.2K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.2K- 4.71% |
$137K - $155K
|
44.5K
$2.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 3.31% |
$6.21K - $7.06K
|
2.92K
$175K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
189+ 8.47% |
$11.7K - $13.3K
|
2.42K
$145K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-295- 3.09% |
$18.3K - $20.8K
|
9.26K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-799- 17.12% |
$49.6K - $56.4K
|
3.87K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-195- 1.42% |
$12.1K - $13.8K
|
13.5K
$810K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13- 0.03% |
$807 - $917
|
39.9K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 7.41% |
$6.21K - $7.06K
|
1.25K
$74.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.61K- 17.59% |
$224K - $254K
|
16.9K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 5.13% |
$17.1K - $19.4K
|
5.08K
$304K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
680+ 3.14% |
$42.2K - $48K
|
22.4K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
221+ 0.76% |
$13.7K - $15.6K
|
29.2K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.01KNew |
$125K - $142K
|
2.01K
$120K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
550+ 5.11% |
$34.1K - $38.8K
|
11.3K
$678K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-9.77K- 3.73% |
$606K - $689K
|
252K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 34.01% |
$62.5K - $71K
|
3.97K
$238K
|