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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-14- 6.86% |
$778 - $1.06K
|
190
$10.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.74KNew |
$152K - $208K
|
2.74K
$148K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-55- 17.74% |
$3.06K - $4.17K
|
255
$13.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-15- 0.37% |
$833 - $1.14K
|
4.01K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
190New |
$10.6K - $14.4K
|
190
$10.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.2K+ 213.33% |
$178K - $243K
|
4.7K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.85K+ 20.88% |
$269K - $368K
|
28.1K
$1.52M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
45K+ 9.26% |
$2.5M - $3.41M
|
531K
$28.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$163K - $223K
|
2.94K
$159K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122New |
$6.78K - $9.25K
|
122
$6.6K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-338- 8.58% |
$18.8K - $25.6K
|
3.6K
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
275+ 54.67% |
$15.3K - $20.9K
|
778
$42.1K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
174+ 41.13% |
$9.67K - $13.2K
|
597
$32.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 0.55% |
$278 - $379
|
912
$49.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
42.3KNew |
$2.35M - $3.21M
|
42.3K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
42.2KNew |
$2.34M - $3.2M
|
42.2K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
142New |
$7.89K - $10.8K
|
142
$7.68K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.17K+ 30.24% |
$121K - $165K
|
9.36K
$507K
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
BUY
|
- |
14.3KNew |
$794K - $1.08M
|
14.3K
$774K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$556 - $758
|
3.26K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-370- 0.76% |
$20.6K - $28.1K
|
48.3K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-41- 1.05% |
$2.28K - $3.11K
|
3.86K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.94KNew |
$163K - $223K
|
2.94K
$159K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.97KNew |
$165K - $225K
|
2.97K
$161K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.11KNew |
$173K - $236K
|
3.11K
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-60- 4.44% |
$3.33K - $4.55K
|
1.29K
$69.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.78K+ 121.79% |
$377K - $514K
|
12.3K
$668K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-750- 63.29% |
$41.7K - $56.9K
|
435
$23.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
389+ 6.5% |
$21.6K - $29.5K
|
6.37K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.16KNew |
$176K - $240K
|
3.16K
$171K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-198- 1.25% |
$11K - $15K
|
15.6K
$843K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2K- 85.13% |
$111K - $152K
|
350
$18.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.11KNew |
$173K - $236K
|
3.11K
$168K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-27- 2.77% |
$1.5K - $2.05K
|
948
$51.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$56K - $76.5K
|
1.01K
$54.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
678+ 4.44% |
$37.7K - $51.4K
|
16K
$863K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
SELL
|
- |
-1.46K- 4.31% |
$81.1K - $111K
|
32.4K
$1.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-317- 8.87% |
$17.6K - $24K
|
3.26K
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.9% |
$55.6 - $75.8
|
112
$6.06K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.78KNew |
$210K - $286K
|
3.78K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
58+ 29.44% |
$3.22K - $4.4K
|
255
$13.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-209- 4.91% |
$11.6K - $15.8K
|
4.05K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
2.98KNew |
$165K - $226K
|
2.98K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.08KNew |
$171K - $233K
|
3.08K
$167K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-100- 1.7% |
$5.56K - $7.58K
|
5.77K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$157K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
79.9K+ 6.36% |
$4.44M - $6.06M
|
1.34M
$72.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.65K+ 11.34% |
$91.4K - $125K
|
16.2K
$875K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-185- 3.43% |
$10.3K - $14K
|
5.21K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 4.87% |
$8.33K - $11.4K
|
2.93K
$159K
|
|