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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
683K+ 2226.92% |
$37M - $41.5M
|
714K
$38.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 1.03% |
$9.47K - $10.6K
|
16.9K
$913K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90+ 0.92% |
$4.87K - $5.47K
|
9.83K
$532K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.94K+ 3.9% |
$159K - $179K
|
78.5K
$4.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-2.23K- 1.39% |
$121K - $136K
|
158K
$8.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-984- 0.43% |
$53.2K - $59.8K
|
230K
$12.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-2.39K- 11.76% |
$129K - $145K
|
17.9K
$971K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.02K+ 6.37% |
$380K - $426K
|
117K
$6.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55- 0.01% |
$2.98K - $3.34K
|
584K
$31.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.15% |
$54.1 - $60.8
|
651
$35.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
261+ 2.64% |
$14.1K - $15.9K
|
10.1K
$548K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-450- 34.94% |
$24.3K - $27.3K
|
838
$45.3K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
427+ 723.73% |
$23.1K - $25.9K
|
486
$26.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-350- 10.71% |
$18.9K - $21.3K
|
2.92K
$158K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87+ 1.63% |
$4.71K - $5.29K
|
5.42K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.74% |
$54.1 - $60.8
|
136
$7.36K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1+ 0.02% |
$54.1 - $60.8
|
4.29K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.43K- 13.19% |
$77.5K - $87K
|
9.42K
$510K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-1.44K- 24.33% |
$77.8K - $87.4K
|
4.47K
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-51- 78.46% |
$2.76K - $3.1K
|
14
$757
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 50.06% |
$64.9K - $72.9K
|
3.6K
$195K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 1.54% |
$3.41K - $3.83K
|
4.14K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
199+ 3.93% |
$10.8K - $12.1K
|
5.27K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.28KNew |
$448K - $503K
|
8.28K
$448K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-14- 0.35% |
$757 - $851
|
3.93K
$213K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
441+ 12.15% |
$23.9K - $26.8K
|
4.07K
$220K
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
13.9K+ 41.18% |
$752K - $844K
|
47.7K
$2.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-250- 1.21% |
$13.5K - $15.2K
|
20.5K
$1.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
600New |
$32.5K - $36.5K
|
600
$32.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-9.69K- 35.11% |
$524K - $588K
|
17.9K
$968K
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-188- 2.8% |
$10.2K - $11.4K
|
6.53K
$353K
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 0.59% |
$4.06K - $4.56K
|
12.7K
$687K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-650- 11.25% |
$35.2K - $39.5K
|
5.13K
$277K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.5K+ 26.93% |
$81.2K - $91.1K
|
7.07K
$382K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
510New |
$27.6K - $31K
|
510
$27.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.64K- 12.28% |
$359K - $403K
|
47.4K
$2.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-23.5K- 10.03% |
$1.27M - $1.43M
|
211K
$11.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300+ 150.0% |
$16.2K - $18.2K
|
500
$27.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.56K- 82.67% |
$84.4K - $94.8K
|
327
$17.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
18.8K+ 12.87% |
$1.02M - $1.14M
|
165K
$8.91M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.8K- 14.29% |
$151K - $170K
|
16.8K
$908K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.56K- 8.19% |
$326K - $448K
|
62.3K
$3.37M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.04K- 78.31% |
$60.9K - $83.6K
|
287
$15.5K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
29.8K+ 15.93% |
$1.75M - $2.4M
|
217K
$11.7M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.51K- 29.59% |
$147K - $202K
|
5.96K
$323K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3K- 7.69% |
$176K - $242K
|
36K
$1.95M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-90- 1.33% |
$5.29K - $7.27K
|
6.7K
$362K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01K- 1.1% |
$59.6K - $81.9K
|
91.5K
$4.95M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.1K- 0.61% |
$64.4K - $88.5K
|
178K
$9.62M
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-9.94K- 66.61% |
$584K - $802K
|
4.98K
$269K
|
|