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 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 14.28% |
$1.31M - $1.49M
|
169K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.22% |
$683 - $776
|
5.06K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.44% |
$1.55K - $1.76K
|
998
$59.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.78K+ 9.43% |
$110K - $125K
|
20.6K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 11.89% |
$49.7K - $56.4K
|
5.93K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
890+ 16.88% |
$55.2K - $62.8K
|
6.16K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 0.97% |
$7.7K - $8.75K
|
12.9K
$774K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
40K+ 2163.37% |
$2.49M - $2.83M
|
41.9K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 2.16% |
$6.77K - $7.69K
|
4.93K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.75K+ 8.06% |
$109K - $124K
|
23.5K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-30- 0.17% |
$1.86K - $2.12K
|
17.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.92K- 3.17% |
$181K - $206K
|
89.1K
$5.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-11.1K- 14.48% |
$687K - $781K
|
65.4K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 1.3% |
$6.21K - $7.06K
|
7.61K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-762- 3.09% |
$47.3K - $53.8K
|
23.9K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-155- 0.4% |
$9.62K - $10.9K
|
38.3K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
677K+ 1046.11% |
$42M - $47.7M
|
741K
$44.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.6% |
$869 - $988
|
2.31K
$138K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-3.74K- 27.45% |
$232K - $264K
|
9.88K
$592K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 0.68% |
$1.68K - $1.9K
|
3.99K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.9KNew |
$1.48M - $1.69M
|
23.9K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-667- 3.35% |
$41.4K - $47.1K
|
19.2K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
86+ 1.28% |
$5.34K - $6.07K
|
6.83K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1- 0.02% |
$62.1 - $70.6
|
4.99K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29- 0.3% |
$1.8K - $2.05K
|
9.6K
$575K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 0.51% |
$3.1K - $3.53K
|
9.77K
$585K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-930- 0.97% |
$57.7K - $65.6K
|
95.4K
$5.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
663+ 20.49% |
$41.2K - $46.8K
|
3.9K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$62.1 - $70.6
|
907
$54.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
13.6K+ 15.11% |
$841K - $956K
|
103K
$6.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.13% |
$434 - $494
|
5.52K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-600- 12.31% |
$37.2K - $42.3K
|
4.28K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-801- 1.1% |
$49.7K - $56.5K
|
72K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-120- 7.97% |
$7.45K - $8.47K
|
1.39K
$83K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 34.01% |
$62.1K - $70.6K
|
1.94K
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-568- 3.17% |
$35.3K - $40.1K
|
17.4K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
131+ 0.46% |
$8.13K - $9.24K
|
28.4K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
79+ 0.37% |
$4.9K - $5.57K
|
21.4K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.29K- 10.14% |
$204K - $232K
|
29.1K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 0.2% |
$1.68K - $1.9K
|
13.3K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$186 - $212
|
3.53K
$211K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 4.12% |
$16.9K - $19.3K
|
6.9K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
24.6K+ 8.34% |
$1.53M - $1.74M
|
320K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
272+ 3.43% |
$16.9K - $19.2K
|
8.2K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 35.34% |
$667K - $758K
|
41.2K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-158- 23.07% |
$9.81K - $11.1K
|
527
$31.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-95- 0.51% |
$5.9K - $6.7K
|
18.7K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-26- 0.24% |
$1.61K - $1.83K
|
10.6K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.2% |
$1.55K - $1.76K
|
12.6K
$756K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-632- 1.38% |
$39.2K - $44.6K
|
45K
$2.7M
|