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 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
200+ 4.52% |
$11.1K - $15.2K
|
4.63K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 0.7% |
$389 - $531
|
1K
$54.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.84KNew |
$158K - $215K
|
2.84K
$153K
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-200- 2.22% |
$11.1K - $15.2K
|
8.8K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$8.33K - $11.4K
|
150
$8.12K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-8- 11.76% |
$444 - $607
|
60
$3.25K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
17+ 0.22% |
$944 - $1.29K
|
7.86K
$425K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
75+ 7.5% |
$4.17K - $5.69K
|
1.08K
$58.2K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-7.97K- 42.8% |
$443K - $604K
|
10.7K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.33K+ 2259.32% |
$74K - $101K
|
1.39K
$75.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
172KNew |
$9.55M - $13M
|
172K
$9.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.79KNew |
$155K - $211K
|
2.79K
$151K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-722- 16.19% |
$40.1K - $54.7K
|
3.74K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-25- 0.74% |
$1.39K - $1.9K
|
3.36K
$182K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-75- 0.5% |
$4.17K - $5.69K
|
14.8K
$802K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-30- 0.49% |
$1.67K - $2.27K
|
6.05K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-35- 12.5% |
$1.94K - $2.65K
|
245
$13.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-102- 2.92% |
$5.67K - $7.73K
|
3.39K
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-1.34K- 1.02% |
$74.2K - $101K
|
130K
$7.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.06K- 89.8% |
$58.7K - $80.2K
|
120
$6.49K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
107+ 9.26% |
$5.94K - $8.11K
|
1.26K
$68.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
63+ 1.75% |
$3.5K - $4.78K
|
3.66K
$198K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
51+ 11.31% |
$2.83K - $3.87K
|
502
$27.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 3.79% |
$8.33K - $11.4K
|
3.81K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-12- 0.61% |
$667 - $910
|
1.96K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-103- 4.29% |
$5.72K - $7.81K
|
2.3K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-60- 0.89% |
$3.33K - $4.55K
|
6.66K
$360K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 0.92% |
$222 - $303
|
433
$23.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
34.4KNew |
$1.91M - $2.61M
|
34.4K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
16.9KNew |
$939K - $1.28M
|
16.9K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$13.9K - $19K
|
250
$13.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.27KNew |
$181K - $248K
|
3.27K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.73KNew |
$152K - $207K
|
2.73K
$148K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.67KNew |
$204K - $278K
|
3.67K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-200- 5.22% |
$11.1K - $15.2K
|
3.63K
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-24- 0.24% |
$1.33K - $1.82K
|
10.1K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 5.67% |
$444 - $607
|
133
$7.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$176K - $240K
|
3.17K
$171K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-618- 5.69% |
$34.3K - $46.9K
|
10.2K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-445- 5.33% |
$24.7K - $33.7K
|
7.9K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$157K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
4.34KNew |
$241K - $329K
|
4.34K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-75- 7.52% |
$4.17K - $5.69K
|
923
$49.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-13- 0.4% |
$722 - $986
|
3.21K
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-15- 0.36% |
$833 - $1.14K
|
4.17K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21- 0.45% |
$1.17K - $1.59K
|
4.7K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
752+ 37.43% |
$41.8K - $57K
|
2.76K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-400- 6.19% |
$22.2K - $30.3K
|
6.06K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-914- 16.19% |
$50.8K - $69.3K
|
4.73K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-660- 16.8% |
$36.7K - $50K
|
3.27K
$177K
|
|