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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 14.05% |
$154K - $175K
|
20.2K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Ar Asset Management Inc
|
BUY
|
- |
14.4KNew |
$894K - $1.02M
|
14.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.49K- 9.42% |
$527K - $599K
|
81.6K
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41.8K+ 37.56% |
$2.59M - $2.95M
|
153K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.47K- 3.46% |
$278K - $316K
|
125K
$9.46M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6.8KNew |
$422K - $480K
|
6.8K
$516K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-21.9K- 1.68% |
$1.36M - $1.55M
|
1.29M
$97.6M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 0.69% |
$9.31K - $10.6K
|
21.6K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 3.33% |
$73.2K - $83.2K
|
36.6K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 3.14% |
$6.21K - $7.06K
|
3.29K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
18K+ 5.27% |
$1.12M - $1.27M
|
359K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 5.58% |
$134K - $153K
|
36.6K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100+ 10.0% |
$6.21K - $7.06K
|
1.1K
$83.5K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
202KNew |
$12.5M - $14.2M
|
202K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
75+ 0.32% |
$4.66K - $5.29K
|
23.3K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
533+ 3.02% |
$33.1K - $37.6K
|
18.2K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
296K+ 18.63% |
$18.4M - $20.9M
|
1.88M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-2.36K- 1.54% |
$146K - $166K
|
151K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
1.05K+ 27.71% |
$65.4K - $74.3K
|
4.85K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
91.2K+ 946.21% |
$5.66M - $6.43M
|
101K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
895K+ 25.85% |
$55.6M - $63.2M
|
4.36M
$331M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
CALL |
-83.4K- 39.14% |
$5.18M - $5.88M
|
130K
$9.84M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-143- 1.19% |
$8.88K - $10.1K
|
11.9K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-150- 1.09% |
$9.31K - $10.6K
|
13.6K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-1.5K- 0.54% |
$92.8K - $105K
|
274K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-584K- 29.97% |
$36.2M - $41.2M
|
1.36M
$104M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-246K- 2.78% |
$15.3M - $17.4M
|
8.6M
$653M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.05K+ 56.83% |
$127K - $145K
|
5.66K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
228K+ 73.4% |
$14.2M - $16.1M
|
540K
$41M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.75K+ 5.04% |
$295K - $335K
|
98.9K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
243+ 86.79% |
$15.1K - $17.1K
|
523
$39.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.8K- 11.51% |
$2.59M - $2.95M
|
321K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.41K+ 113.98% |
$460K - $523K
|
13.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-269- 5.21% |
$16.7K - $19K
|
4.9K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
35.2KNew |
$2.19M - $2.49M
|
35.2K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
15.1KNew |
$938K - $1.07M
|
15.1K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.79KNew |
$298K - $338K
|
4.79K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$248 - $282
|
4
$304
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
116K+ 8.5% |
$7.21M - $8.19M
|
1.48M
$112M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-428- 0.52% |
$26.6K - $30.2K
|
82.1K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-17.7K- 0.77% |
$1.1M - $1.25M
|
2.28M
$173M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-41K- 9.21% |
$2.54M - $2.89M
|
404K
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
280K+ 50.64% |
$17.4M - $19.7M
|
832K
$63.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-256K- 59.97% |
$15.9M - $18M
|
171K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
480+ 2.49% |
$29.8K - $33.9K
|
19.8K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18- 0.3% |
$1.12K - $1.27K
|
5.91K
$449K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
66.9K+ 17.48% |
$4.15M - $4.72M
|
449K
$34.1M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.9K- 3.43% |
$366K - $416K
|
166K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
416+ 12.98% |
$25.8K - $29.3K
|
3.62K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
276K+ 536.32% |
$17.1M - $19.5M
|
327K
$24.8M
|