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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20New |
$1.11K - $1.52K
|
20
$1.08K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-800- 3.83% |
$44.4K - $60.7K
|
20.1K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
127New |
$7.05K - $9.63K
|
127
$6.87K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 8.89% |
$11.1K - $15.2K
|
2.05K
$111K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.89KNew |
$438K - $598K
|
7.89K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-100- 2.27% |
$5.56K - $7.58K
|
4.31K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
47New |
$2.61K - $3.56K
|
47
$2.54K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.6KNew |
$200K - $273K
|
3.6K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
2.75KNew |
$153K - $209K
|
2.75K
$149K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.07KNew |
$170K - $233K
|
3.07K
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39+ 16.67% |
$2.17K - $2.96K
|
273
$14.8K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-81- 0.86% |
$4.5K - $6.14K
|
9.36K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-121K- 53.33% |
$6.72M - $9.17M
|
106K
$5.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.76K- 14.72% |
$97.8K - $134K
|
10.2K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.07KNew |
$171K - $233K
|
3.07K
$166K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.28K+ 33.7% |
$238K - $324K
|
17K
$918K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.51K+ 24.13% |
$83.9K - $115K
|
7.77K
$421K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66+ 12.92% |
$3.67K - $5K
|
577
$31.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
179+ 2.82% |
$9.94K - $13.6K
|
6.53K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-53- 0.51% |
$2.94K - $4.02K
|
10.3K
$556K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.56K+ 477.06% |
$86.7K - $118K
|
1.89K
$102K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
17+ 0.07% |
$944 - $1.29K
|
23.1K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
11+ 0.07% |
$611 - $834
|
15.3K
$825K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-79- 1.96% |
$4.39K - $5.99K
|
3.95K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-253- 86.05% |
$14.1K - $19.2K
|
41
$2.22K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-325K- 72.14% |
$18.1M - $24.7M
|
126K
$6.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-26- 0.81% |
$1.44K - $1.97K
|
3.18K
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
14New |
$778 - $1.06K
|
14
$757
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.5K- 69.41% |
$1.08M - $1.48M
|
8.59K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.11% |
$222 - $303
|
3.67K
$199K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-179- 4.35% |
$9.94K - $13.6K
|
3.94K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 0.48% |
$222 - $303
|
830
$44.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
3New |
$167 - $227
|
3
$162
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 7.69% |
$5.56K - $7.58K
|
1.2K
$64.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.9KNew |
$383K - $523K
|
6.9K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-239- 4.88% |
$13.3K - $18.1K
|
4.66K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 0.29% |
$556 - $758
|
3.41K
$184K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 9.78% |
$5.56K - $7.58K
|
923
$49.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$156K - $213K
|
2.81K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.04KNew |
$169K - $231K
|
3.04K
$165K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.53K- 32.29% |
$140K - $192K
|
5.3K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.04KNew |
$169K - $231K
|
3.04K
$164K
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
19.4KNew |
$1.08M - $1.47M
|
19.4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
396New |
$22K - $30K
|
396
$21.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.95KNew |
$164K - $224K
|
2.95K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.79KNew |
$155K - $212K
|
2.79K
$151K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.91KNew |
$162K - $221K
|
2.91K
$158K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
781+ 14.95% |
$43.4K - $59.2K
|
6.01K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.02KNew |
$167K - $229K
|
3.02K
$163K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.83KNew |
$157K - $215K
|
2.83K
$153K
|
|