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 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
20+ 0.73% |
$1.18K - $1.61K
|
2.76K
$149K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
577New |
$33.9K - $46.6K
|
577
$31.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
627+ 6.74% |
$36.8K - $50.6K
|
9.93K
$537K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
33.3KNew |
$1.95M - $2.69M
|
33.3K
$1.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35New |
$2.06K - $2.83K
|
35
$1.89K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
365K+ 9447.9% |
$21.4M - $29.4M
|
369K
$19.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
193+ 4.31% |
$11.3K - $15.6K
|
4.67K
$253K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 3.92% |
$4.7K - $6.46K
|
1.96K
$106K
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.6K+ 14.09% |
$153K - $210K
|
21.1K
$1.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212+ 1.09% |
$12.5K - $17.1K
|
19.6K
$1.06M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
700+ 14.37% |
$41.1K - $56.5K
|
5.57K
$301K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.34K- 24.07% |
$314K - $431K
|
16.8K
$911K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
63+ 0.95% |
$3.7K - $5.09K
|
6.71K
$363K
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
12.7K+ 9.56% |
$748K - $1.03M
|
146K
$7.89M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
SELL
|
- |
-6.06K- 1.76% |
$337K - $460K
|
338K
$18.3M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-25- 0.25% |
$1.39K - $1.9K
|
9.86K
$533K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
699K+ 21.29% |
$38.8M - $53M
|
3.98M
$215M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
1KNew |
$55.6K - $75.8K
|
1K
$54.1K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.58K+ 17.52% |
$143K - $196K
|
17.3K
$937K
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-25- 0.6% |
$1.39K - $1.9K
|
4.11K
$222K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
87New |
$4.83K - $6.6K
|
87
$4.71K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.32K+ 2.74% |
$129K - $176K
|
86.9K
$4.7M
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
650New |
$36.1K - $49.3K
|
650
$35.2K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-29.8K- 29.29% |
$1.65M - $2.26M
|
71.9K
$3.89M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.52KNew |
$84.4K - $115K
|
1.52K
$82.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
40New |
$2.22K - $3.03K
|
40
$2.16K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
494+ 143.19% |
$27.4K - $37.5K
|
839
$45.4K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.05KNew |
$225K - $307K
|
4.05K
$219K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
16K+ 38.19% |
$890K - $1.21M
|
58K
$3.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
469+ 12.34% |
$26.1K - $35.6K
|
4.27K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
14.7KNew |
$817K - $1.11M
|
14.7K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1K+ 33.33% |
$55.6K - $75.8K
|
4K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
373+ 3.36% |
$20.7K - $28.3K
|
11.5K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-4.89K- 5.48% |
$272K - $371K
|
84.3K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24K- 37.98% |
$1.34M - $1.82M
|
39.2K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-18.7K- 74.41% |
$1.04M - $1.42M
|
6.44K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-60.2K- 61.68% |
$3.34M - $4.56M
|
37.4K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.41K+ 4.0% |
$300K - $410K
|
141K
$7.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.5K- 4.11% |
$83.3K - $114K
|
35K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2.94KNew |
$163K - $223K
|
2.94K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 43.57% |
$144K - $196K
|
3.35K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
11.5KNew |
$638K - $871K
|
11.5K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.09KNew |
$172K - $235K
|
3.09K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.12K- 28.54% |
$62.3K - $85K
|
2.81K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-468K- 99.32% |
$26M - $35.5M
|
3.2K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-800- 16.17% |
$44.4K - $60.7K
|
4.15K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-233- 6.75% |
$12.9K - $17.7K
|
3.22K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-149K- 89.77% |
$8.27M - $11.3M
|
17K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Stone Run Capital, LLC
New York, NY |
BUY
|
- |
3KNew |
$167K - $227K
|
3K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
12.5KNew |
$694K - $948K
|
12.5K
$676K
|
|