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 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.78K+ 61.0% |
$377K - $514K
|
17.9K
$1.42M
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.11% |
$222 - $303
|
3.67K
$292K
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-179- 4.35% |
$9.94K - $13.6K
|
3.94K
$313K
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.02% |
$55.6 - $75.8
|
4.4K
$350K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.34K+ 6.01% |
$519K - $708K
|
165K
$13.1M
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-175- 3.62% |
$9.72K - $13.3K
|
4.66K
$371K
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
50.1K+ 204.16% |
$2.78M - $3.8M
|
74.6K
$5.93M
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4- 0.48% |
$222 - $303
|
830
$65.9K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
3New |
$167 - $227
|
3
$238
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-2.42K- 1.63% |
$134K - $184K
|
146K
$11.6M
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-271- 4.66% |
$15.1K - $20.5K
|
5.55K
$441K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.7K- 12.86% |
$759K - $1.04M
|
92.6K
$7.35M
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
175+ 10.44% |
$9.72K - $13.3K
|
1.85K
$147K
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 7.69% |
$5.56K - $7.58K
|
1.2K
$95.3K
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
6.9KNew |
$383K - $523K
|
6.9K
$548K
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
127+ 4.2% |
$7.05K - $9.63K
|
3.15K
$250K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 1.61% |
$5.22K - $7.13K
|
5.73K
$455K
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-799- 1.48% |
$44.4K - $60.6K
|
53.2K
$4.23M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30- 0.96% |
$1.67K - $2.27K
|
3.09K
$245K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
299+ 1.84% |
$16.6K - $22.7K
|
16.5K
$1.31M
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
41.7K+ 5.81% |
$2.32M - $3.16M
|
759K
$60.3M
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8- 0.15% |
$444 - $607
|
5.33K
$424K
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
623+ 16.7% |
$34.6K - $47.2K
|
4.35K
$346K
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-239- 4.88% |
$13.3K - $18.1K
|
4.66K
$370K
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 0.29% |
$556 - $758
|
3.41K
$271K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-304- 15.83% |
$16.9K - $23.1K
|
1.62K
$128K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 9.78% |
$5.56K - $7.58K
|
923
$73.3K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.62K+ 18.39% |
$201K - $275K
|
23.3K
$1.85M
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.25K- 13.45% |
$69.2K - $94.5K
|
8.02K
$637K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
68+ 7.9% |
$3.78K - $5.16K
|
929
$73.8K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.93K- 17.13% |
$274K - $373K
|
23.8K
$1.89M
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
114+ 1.24% |
$6.33K - $8.64K
|
9.33K
$741K
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
630+ 1536.59% |
$35K - $47.8K
|
671
$53.3K
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-201K- 49.7% |
$11.1M - $15.2M
|
203K
$16.1M
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$55.6 - $75.8
|
5.61K
$446K
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 0.17% |
$27.8K - $37.9K
|
294K
$23.3M
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.81KNew |
$156K - $213K
|
2.81K
$223K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.28K- 40.53% |
$405K - $552K
|
10.7K
$849K
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
12K+ 98.36% |
$665K - $908K
|
24.2K
$1.92M
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-26- 16.88% |
$1.44K - $1.97K
|
128
$10.2K
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-202- 5.86% |
$11.2K - $15.3K
|
3.24K
$258K
|
|
Jul 23, 2025
Q2 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
15.8K+ 4.27% |
$877K - $1.2M
|
385K
$30.6M
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 3.0% |
$72.2K - $98.6K
|
42.1K
$3.34M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.04KNew |
$169K - $231K
|
3.04K
$242K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.53K- 32.29% |
$140K - $192K
|
5.3K
$421K
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 1.23% |
$111 - $152
|
161
$12.8K
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.04KNew |
$169K - $231K
|
3.04K
$241K
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-7K- 2.77% |
$389K - $531K
|
245K
$19.5M
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-4.17K- 3.69% |
$231K - $316K
|
109K
$8.63M
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
25+ 0.02% |
$1.39K - $1.9K
|
115K
$9.17M
|