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 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-2.87K- 4.17% |
$169K - $232K
|
66K
$3.57M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-29.1K- 25.22% |
$1.71M - $2.35M
|
86.2K
$4.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
22.5K+ 32.69% |
$1.32M - $1.82M
|
91.4K
$4.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-863- 17.59% |
$50.7K - $69.7K
|
4.04K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-119- 0.83% |
$6.99K - $9.61K
|
14.3K
$772K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
649+ 2.65% |
$38.1K - $52.4K
|
25.2K
$1.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.4K- 2.35% |
$672K - $923K
|
476K
$25.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 4.88% |
$900K - $1.24M
|
299K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 3.6% |
$137K - $189K
|
62.6K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
755+ 0.72% |
$44.4K - $61K
|
106K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.51K- 10.98% |
$88.7K - $122K
|
12.2K
$662K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-958- 19.26% |
$56.3K - $77.3K
|
4.02K
$217K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1+ 0.02% |
$58.8 - $80.7
|
4.28K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
130+ 1.47% |
$7.64K - $10.5K
|
8.95K
$484K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.28K- 3.11% |
$193K - $265K
|
102K
$5.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
223K+ 397.76% |
$13.1M - $18M
|
279K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-375- 1.82% |
$22K - $30.3K
|
20.2K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
51.3K+ 547.75% |
$3.02M - $4.14M
|
60.7K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
130New |
$7.64K - $10.5K
|
130
$7.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 16.26% |
$59.1K - $81.2K
|
5.18K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-924- 4.35% |
$54.3K - $74.6K
|
20.3K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-193- 1.8% |
$11.3K - $15.6K
|
10.6K
$571K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 2.93% |
$61.7K - $84.8K
|
36.9K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-750- 11.63% |
$44.1K - $60.5K
|
5.7K
$308K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-26- 0.49% |
$1.53K - $2.1K
|
5.31K
$287K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.24% |
$5.88K - $8.07K
|
42K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
831+ 29.31% |
$48.8K - $67.1K
|
3.67K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-160- 9.93% |
$9.4K - $12.9K
|
1.45K
$78.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
222+ 6.22% |
$13K - $17.9K
|
3.79K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
12+ 0.14% |
$705 - $969
|
8.55K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-225- 4.52% |
$13.2K - $18.2K
|
4.75K
$257K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 0.32% |
$764 - $1.05K
|
4.08K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.56K+ 1.49% |
$150K - $207K
|
174K
$9.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
145+ 0.6% |
$8.52K - $11.7K
|
24.5K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.88KNew |
$169K - $233K
|
2.88K
$156K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-848- 7.39% |
$49.8K - $68.5K
|
10.6K
$575K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.02% |
$1.41K - $1.94K
|
108K
$5.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.88K+ 5.05% |
$110K - $152K
|
39K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7- 10.61% |
$411 - $565
|
59
$3.19K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-118- 3.06% |
$6.93K - $9.53K
|
3.74K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
93+ 117.72% |
$5.46K - $7.51K
|
172
$9.31K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
480+ 16.29% |
$28.2K - $38.8K
|
3.43K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
136+ 38.42% |
$7.99K - $11K
|
490
$26.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-27- 0.55% |
$1.59K - $2.18K
|
4.86K
$263K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-85- 1.95% |
$4.99K - $6.86K
|
4.27K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-585- 8.03% |
$34.4K - $47.2K
|
6.7K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-709- 3.85% |
$41.7K - $57.2K
|
17.7K
$958K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 0.48% |
$1.94K - $2.66K
|
6.78K
$367K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$118 - $161
|
2
$108
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
111+ 0.86% |
$6.52K - $8.96K
|
13.1K
$707K
|
|