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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.83M+ 18.72% |
$342M - $470M
|
37M
$2B
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
100+ 3.06% |
$5.88K - $8.07K
|
3.37K
$182K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.88K- 3.81% |
$228K - $313K
|
98.1K
$5.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
61+ 0.24% |
$3.58K - $4.92K
|
25.5K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-280- 5.91% |
$16.5K - $22.6K
|
4.46K
$241K
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.28K+ 38.34% |
$75.4K - $104K
|
4.63K
$251K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-247K- 0.26% |
$14.5M - $19.9M
|
93.1M
$5.04B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 0.27% |
$940 - $1.29K
|
5.92K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
37.2K+ 47.21% |
$2.19M - $3M
|
116K
$6.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.68K- 6.08% |
$98.9K - $136K
|
26K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
318K+ 194.64% |
$18.7M - $25.7M
|
481K
$26M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
23.4K+ 2.36% |
$1.38M - $1.89M
|
1.01M
$54.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1K+ 17.99% |
$58.8K - $80.7K
|
6.56K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
111+ 2.63% |
$6.52K - $8.96K
|
4.34K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
BUY
|
- |
15.5K+ 4.11% |
$908K - $1.25M
|
391K
$21.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
850+ 16.8% |
$49.9K - $68.6K
|
5.91K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 0.84% |
$3.23K - $4.44K
|
6.59K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
690+ 10.98% |
$40.5K - $55.7K
|
6.98K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-163- 0.98% |
$9.58K - $13.2K
|
16.5K
$892K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49K- 17.2% |
$147K - $201K
|
12K
$649K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Investment Management
|
SELL
|
- |
-725- 14.53% |
$42.6K - $58.5K
|
4.26K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.96K+ 7.59% |
$350K - $481K
|
84.5K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-510- 3.95% |
$30K - $41.2K
|
12.4K
$671K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
116+ 1.42% |
$6.82K - $9.36K
|
8.31K
$449K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
865+ 11.18% |
$50.8K - $69.8K
|
8.6K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Bornite Capital Management LP
|
BUY
|
- |
500KNew |
$29.4M - $40.4M
|
500K
$27.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
90+ 236.84% |
$5.29K - $7.27K
|
128
$6.92K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-428- 2.7% |
$25.1K - $34.6K
|
15.4K
$835K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-777- 1.89% |
$45.6K - $62.7K
|
40.3K
$2.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-12.3K- 4.75% |
$723K - $994K
|
247K
$13.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-66- 0.4% |
$3.88K - $5.33K
|
16.3K
$880K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
156+ 1.24% |
$9.17K - $12.6K
|
12.7K
$688K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.32K+ 30.54% |
$195K - $268K
|
14.2K
$767K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.74K+ 4.99% |
$278K - $383K
|
99.8K
$5.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-263- 1.19% |
$15.5K - $21.2K
|
21.8K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
85+ 1.07% |
$4.99K - $6.86K
|
8K
$433K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-3.44K- 0.89% |
$202K - $278K
|
382K
$20.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-226K- 3.32% |
$13.3M - $18.2M
|
6.57M
$356M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
294K+ 72.07% |
$17.3M - $23.7M
|
702K
$38M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
12.6KNew |
$737K - $1.01M
|
12.6K
$679K
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-8.8K- 8.1% |
$517K - $710K
|
99.9K
$5.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
2.56K+ 5.12% |
$151K - $207K
|
52.6K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
SELL
|
- |
-655- 0.71% |
$38.5K - $52.9K
|
91.1K
$4.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.2K+ 2.21% |
$70.5K - $96.9K
|
55.5K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
SELL
|
- |
-1.2K- 1.04% |
$70.2K - $96.5K
|
114K
$6.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
SELL
|
- |
-5.91K- 3.5% |
$347K - $477K
|
163K
$8.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-300- 2.29% |
$17.6K - $24.2K
|
12.8K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22.5K- 39.17% |
$1.32M - $1.82M
|
34.9K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7K- 16.37% |
$411K - $565K
|
35.8K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-150- 2.81% |
$8.81K - $12.1K
|
5.19K
$281K
|
|