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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-70- 0.08% |
$4.11K - $5.65K
|
93.1K
$5.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.15K+ 12.05% |
$67.7K - $93.1K
|
10.7K
$580K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-1.18K- 10.18% |
$69.6K - $95.6K
|
10.4K
$565K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.11% |
$235 - $323
|
3.8K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-70- 3.52% |
$4.11K - $5.65K
|
1.92K
$104K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-20- 0.39% |
$1.18K - $1.61K
|
5.16K
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-63.7K- 6.58% |
$3.74M - $5.14M
|
904K
$48.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
672+ 17.96% |
$39.5K - $54.3K
|
4.41K
$239K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-250- 5.0% |
$14.7K - $20.2K
|
4.75K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-194- 4.96% |
$11.4K - $15.7K
|
3.71K
$201K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-72.2K- 97.81% |
$4.24M - $5.83M
|
1.62K
$87.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
130+ 3.38% |
$7.64K - $10.5K
|
3.98K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-16- 0.24% |
$940 - $1.29K
|
6.78K
$367K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
68+ 2.92% |
$4K - $5.49K
|
2.4K
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 3.2% |
$823 - $1.13K
|
424
$22.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-247K- 96.3% |
$14.5M - $19.9M
|
9.47K
$512K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-967- 0.65% |
$56.8K - $78.1K
|
148K
$8.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-400- 7.27% |
$23.5K - $32.3K
|
5.1K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
358+ 9.06% |
$21K - $28.9K
|
4.31K
$233K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-346- 20.1% |
$20.3K - $27.9K
|
1.38K
$74.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-800- 11.22% |
$47K - $64.6K
|
6.33K
$342K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-193K- 50.77% |
$11.3M - $15.6M
|
187K
$10.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
7.85K+ 164.07% |
$461K - $634K
|
12.6K
$683K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.02K+ 21.25% |
$119K - $163K
|
11.5K
$624K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-123- 2.08% |
$7.23K - $9.93K
|
5.79K
$313K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-7.48K- 26.92% |
$439K - $604K
|
20.3K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-440- 2.57% |
$25.9K - $35.5K
|
16.7K
$901K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-73.6K- 38.2% |
$4.33M - $5.94M
|
119K
$6.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-64- 0.18% |
$3.76K - $5.17K
|
35.1K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-699- 3.29% |
$41.1K - $56.4K
|
20.5K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
176New |
$10.3K - $14.2K
|
176
$9.52K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300+ 2.41% |
$17.6K - $24.2K
|
12.8K
$690K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.03K- 3.64% |
$119K - $164K
|
53.8K
$2.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-157- 3.82% |
$9.22K - $12.7K
|
3.95K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
385New |
$22.6K - $31.1K
|
385
$20.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.75K- 5.04% |
$103K - $141K
|
32.8K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
162K+ 79.51% |
$9.49M - $13M
|
365K
$19.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
884+ 803.64% |
$51.9K - $71.4K
|
994
$53.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-92- 0.85% |
$5.41K - $7.43K
|
10.8K
$583K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
65New |
$3.82K - $5.25K
|
65
$3.52K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-134K- 11.24% |
$7.85M - $10.8M
|
1.05M
$57.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.88K- 1.87% |
$169K - $233K
|
151K
$8.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
4.34KNew |
$255K - $350K
|
4.34K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-339- 1.42% |
$19.9K - $27.4K
|
23.5K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-143- 3.96% |
$8.4K - $11.5K
|
3.47K
$188K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-50- 0.65% |
$2.94K - $4.04K
|
7.63K
$413K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
916+ 0.84% |
$53.8K - $73.9K
|
110K
$5.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.79K- 1.48% |
$516K - $710K
|
584K
$31.6M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
303+ 5.92% |
$17.8K - $24.5K
|
5.42K
$293K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
26.8KNew |
$1.58M - $2.17M
|
26.8K
$1.45M
|
|