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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8K- 11.84% |
$670K - $761K
|
80.4K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.22K+ 5.53% |
$572K - $651K
|
176K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-26.8K- 29.91% |
$1.66M - $1.89M
|
62.8K
$4.83M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-32- 0.13% |
$1.99K - $2.26K
|
25.4K
$1.95M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.8K+ 236.91% |
$1.73M - $1.96M
|
39.5K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.07K- 1.1% |
$66.4K - $75.5K
|
96.1K
$7.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 4.0% |
$101K - $114K
|
42.2K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
67K+ 20.26% |
$4.16M - $4.72M
|
398K
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
10.3K+ 32.59% |
$642K - $729K
|
42.1K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
C World Wide Group Holding A
|
SELL
|
- |
-74.6K- 1.97% |
$4.63M - $5.27M
|
3.71M
$285M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.58M- 26.06% |
$98.3M - $112M
|
4.5M
$346M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24.8K+ 59.22% |
$1.54M - $1.75M
|
66.7K
$5.13M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-3.05K- 16.19% |
$189K - $215K
|
15.8K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
31.6K+ 36.34% |
$1.96M - $2.23M
|
118K
$9.12M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
476+ 13.77% |
$29.5K - $33.6K
|
3.93K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 1.45% |
$67.7K - $76.9K
|
74.2K
$5.71M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-475- 7.11% |
$29.5K - $33.5K
|
6.21K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.36% |
$4.22K - $4.8K
|
18.9K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-259- 0.84% |
$16.1K - $18.3K
|
30.6K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
4+ 0.05% |
$248 - $282
|
8.88K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-113- 2.6% |
$7.01K - $7.97K
|
4.23K
$325K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-142- 0.52% |
$8.81K - $10K
|
27K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.22K+ 7.76% |
$75.7K - $86K
|
16.9K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-272- 4.33% |
$16.9K - $19.2K
|
6.01K
$463K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.8K+ 171.53% |
$1.54M - $1.75M
|
39.3K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 15.78% |
$4.41K - $5.01K
|
521
$40.1K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 0.41% |
$931 - $1.06K
|
3.6K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.59K+ 9.93% |
$595K - $677K
|
106K
$8.17M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 2.3% |
$18.6K - $21.2K
|
12.8K
$981K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
2.21K+ 4.77% |
$137K - $156K
|
48.6K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
156+ 1.29% |
$9.68K - $11K
|
12.3K
$946K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-23.5K- 40.31% |
$1.46M - $1.66M
|
34.8K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
26.9K+ 27.43% |
$1.67M - $1.9M
|
125K
$9.62M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
13.7K+ 61.99% |
$850K - $967K
|
35.8K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.43K+ 3.91% |
$151K - $171K
|
64.4K
$4.96M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-281- 5.36% |
$17.4K - $19.8K
|
4.97K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-373- 8.34% |
$23.2K - $26.3K
|
4.1K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
189+ 0.44% |
$11.7K - $13.3K
|
43.4K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7.07K+ 43.34% |
$439K - $499K
|
23.4K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.29% |
$621 - $706
|
3.39K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
745+ 0.82% |
$46.2K - $52.6K
|
91.9K
$7.07M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
585K+ 73.11% |
$36.3M - $41.3M
|
1.39M
$107M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-337- 0.96% |
$20.9K - $23.8K
|
34.6K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
120+ 0.29% |
$7.45K - $8.47K
|
40.9K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
127+ 21.17% |
$7.88K - $8.96K
|
727
$55.9K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-307- 0.8% |
$19.1K - $21.7K
|
38.2K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$37.2K - $42.3K
|
600
$46.2K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
398+ 3.09% |
$24.7K - $28.1K
|
13.3K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
816+ 0.76% |
$50.6K - $57.6K
|
108K
$8.34M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.7K+ 7.56% |
$416K - $472K
|
95.3K
$7.33M
|