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 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.3K+ 30.33% |
$239K - $326K
|
18.5K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 5.15% |
$5.56K - $7.58K
|
2.04K
$155K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.41K+ 27.52% |
$78.4K - $107K
|
6.54K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-4- -0.0% |
$222 - $303
|
363K
$27.5M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
75+ 0.17% |
$4.17K - $5.69K
|
44.6K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$171K - $233K
|
3.08K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.42KNew |
$190K - $260K
|
3.42K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-71- 1.4% |
$3.94K - $5.38K
|
4.99K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.18K+ 51.01% |
$121K - $165K
|
6.44K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
67+ 18.06% |
$3.72K - $5.08K
|
438
$33.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.07K- 19.31% |
$59.7K - $81.4K
|
4.49K
$341K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
400+ 0.75% |
$22.2K - $30.3K
|
54.1K
$4.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-210- 3.8% |
$11.7K - $15.9K
|
5.31K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18KNew |
$176K - $241K
|
3.18K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.24K+ 33.73% |
$180K - $245K
|
12.8K
$974K
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.18K- 9.37% |
$176K - $241K
|
30.7K
$2.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.56KNew |
$198K - $270K
|
3.56K
$270K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-675- 8.31% |
$37.5K - $51.2K
|
7.45K
$565K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-550- 0.98% |
$30.6K - $41.7K
|
55.8K
$4.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-95- 5.71% |
$5.28K - $7.2K
|
1.57K
$119K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.21KNew |
$178K - $243K
|
3.21K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.74K- 18.53% |
$96.8K - $132K
|
7.66K
$581K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.11K- 1.17% |
$61.8K - $84.4K
|
94.3K
$7.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
132+ 8.12% |
$7.33K - $10K
|
1.76K
$133K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
96.9K+ 29.46% |
$5.38M - $7.34M
|
426K
$32.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.15K+ 6.88% |
$64K - $87.4K
|
17.9K
$1.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.2KNew |
$178K - $243K
|
3.2K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.75% |
$55.6 - $75.8
|
135
$10.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-713- 14.92% |
$39.6K - $54.1K
|
4.07K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-30- 0.7% |
$1.67K - $2.27K
|
4.23K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
273+ 1.62% |
$15.2K - $20.7K
|
17.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-155- 7.54% |
$8.61K - $11.8K
|
1.9K
$144K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
107+ 9.06% |
$5.94K - $8.11K
|
1.29K
$97.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
600+ 3.75% |
$33.3K - $45.5K
|
16.6K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.96K+ 6.23% |
$109K - $148K
|
33.4K
$2.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
257+ 0.57% |
$14.3K - $19.5K
|
45.3K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.18K- 5.02% |
$65.7K - $89.6K
|
22.4K
$1.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
133KNew |
$7.4M - $10.1M
|
133K
$10.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$220K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
236KNew |
$13.1M - $17.9M
|
236K
$17.9M
|
|
|
Jul 01, 2025
Q2 2025
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-900- 31.03% |
$50K - $68.2K
|
2K
$152K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-414- 7.83% |
$23K - $31.4K
|
4.87K
$370K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-25.8K- 24.36% |
$1.6M - $1.82M
|
80.1K
$6.08M
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-118- 0.05% |
$7.32K - $8.32K
|
237K
$18M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
33.9KNew |
$2.1M - $2.39M
|
33.9K
$2.57M
|
|
|
Jun 09, 2025
Q1 2025
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.57K- 2.85% |
$97.1K - $110K
|
53.4K
$4.05M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-70- 1.94% |
$4.34K - $4.94K
|
3.53K
$268K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-495- 99.0% |
$30.7K - $34.9K
|
5
$379
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-60- 72.29% |
$3.72K - $4.23K
|
23
$1.75K
|
|