Purchases and Sales Made in Q4 2025 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q4 2025. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.02M+ 461.48% |
$109M - $123M
|
2.46M
$133M
|
|
|
Jan 15, 2026
Q4 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.84M+ 34.58% |
$99.4M - $112M
|
7.15M
$387M
|
|
|
Jan 14, 2026
Q4 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
1.03M+ 607.54% |
$55.5M - $62.3M
|
1.2M
$64.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
882K+ 851.27% |
$47.7M - $53.6M
|
986K
$53.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
683K+ 2226.92% |
$37M - $41.5M
|
714K
$38.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
30.5K+ 10.67% |
$1.65M - $1.85M
|
316K
$17.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
28.2K+ 11.87% |
$1.53M - $1.71M
|
266K
$14.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
18.8K+ 12.87% |
$1.02M - $1.14M
|
165K
$8.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
13.9K+ 41.18% |
$752K - $844K
|
47.7K
$2.58M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
8.28KNew |
$448K - $503K
|
8.28K
$448K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.02K+ 6.37% |
$380K - $426K
|
117K
$6.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.58K+ 2.75% |
$302K - $339K
|
209K
$11.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.56K+ 20.15% |
$301K - $338K
|
33.2K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.88K+ 20.67% |
$210K - $236K
|
22.6K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
3.25KNew |
$176K - $197K
|
3.25K
$176K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.94K+ 3.9% |
$159K - $179K
|
78.5K
$4.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.91K+ 85.13% |
$157K - $177K
|
6.33K
$342K
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.83K+ 48.88% |
$98.9K - $111K
|
5.57K
$301K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.5K+ 26.93% |
$81.2K - $91.1K
|
7.07K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.32K+ 3.83% |
$71.6K - $80.4K
|
35.9K
$1.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.22K+ 2.18% |
$66.1K - $74.2K
|
57.2K
$3.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 50.06% |
$64.9K - $72.9K
|
3.6K
$195K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 18.2% |
$64.9K - $72.8K
|
7.79K
$421K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
839+ 2.52% |
$45.4K - $51K
|
34.1K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
778+ 6.08% |
$42.1K - $47.3K
|
13.6K
$735K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
725+ 3.93% |
$39.2K - $44K
|
19.2K
$1.04M
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
600New |
$32.5K - $36.5K
|
600
$32.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 80.48% |
$28.8K - $32.3K
|
1.19K
$64.5K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
510New |
$27.6K - $31K
|
510
$27.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
441+ 12.15% |
$23.9K - $26.8K
|
4.07K
$220K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
431+ 10.65% |
$23.3K - $26.2K
|
4.48K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
427+ 723.73% |
$23.1K - $25.9K
|
486
$26.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
404New |
$21.9K - $24.5K
|
404
$21.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
400New |
$21.6K - $24.3K
|
400
$21.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
375+ 6.84% |
$20.3K - $22.8K
|
5.85K
$317K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300+ 150.0% |
$16.2K - $18.2K
|
500
$27.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
276+ 14.41% |
$14.9K - $16.8K
|
2.19K
$119K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
261+ 2.64% |
$14.1K - $15.9K
|
10.1K
$548K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
220New |
$11.9K - $13.4K
|
220
$11.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
199+ 3.93% |
$10.8K - $12.1K
|
5.27K
$285K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
191+ 13.69% |
$10.3K - $11.6K
|
1.59K
$85.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
145+ 0.06% |
$7.84K - $8.81K
|
253K
$13.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
115+ 1.8% |
$6.22K - $6.99K
|
6.51K
$352K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
90+ 0.92% |
$4.87K - $5.47K
|
9.83K
$532K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87+ 1.63% |
$4.71K - $5.29K
|
5.42K
$293K
|
|
|
Jan 06, 2026
Q4 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
75+ 0.59% |
$4.06K - $4.56K
|
12.7K
$687K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
70New |
$3.79K - $4.25K
|
70
$3.79K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69+ 5.82% |
$3.73K - $4.19K
|
1.25K
$67.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
68+ 1.17% |
$3.68K - $4.13K
|
5.9K
$319K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 1.54% |
$3.41K - $3.83K
|
4.14K
$224K
|
|