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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.86K+ 5.87% |
$364K - $413K
|
106K
$8.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.04K- 2.3% |
$437K - $497K
|
299K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
413+ 9.28% |
$25.6K - $29.1K
|
4.86K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 5.24% |
$64K - $72.7K
|
18.7K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-79.9K- 5.98% |
$4.96M - $5.63M
|
1.26M
$96.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
121+ 0.6% |
$7.51K - $8.54K
|
20.5K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
254+ 2.13% |
$15.8K - $17.9K
|
12.2K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.01% |
$62.1 - $70.6
|
16.9K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-3- 0.06% |
$186 - $212
|
5.16K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-14.4K- 12.14% |
$895K - $1.02M
|
104K
$8.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 1.05% |
$157K - $179K
|
245K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-437- 5.86% |
$27.1K - $30.8K
|
7.02K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 1.2% |
$621 - $706
|
845
$65K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
54+ 168.75% |
$3.35K - $3.81K
|
86
$6.62K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.5% |
$62.1K - $70.6K
|
39K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-267- 5.23% |
$16.6K - $18.8K
|
4.84K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-57- 0.96% |
$3.54K - $4.02K
|
5.87K
$452K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
402+ 2.73% |
$25K - $28.4K
|
15.1K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-106- 1.31% |
$6.58K - $7.48K
|
8.01K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.34K- 0.8% |
$83.3K - $94.7K
|
166K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$807 - $917
|
4.03K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.59K+ 2.39% |
$161K - $183K
|
111K
$8.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
164+ 5.09% |
$10.2K - $11.6K
|
3.38K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.33K+ 30.63% |
$207K - $235K
|
14.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.1K+ 32.18% |
$2.61M - $2.97M
|
173K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-7.3K- 3.22% |
$453K - $515K
|
219K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.66K- 27.34% |
$103K - $117K
|
4.4K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
32+ 0.38% |
$1.99K - $2.26K
|
8.48K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
968+ 0.8% |
$60.1K - $68.3K
|
121K
$9.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 1.57% |
$8.5K - $9.67K
|
8.86K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.6K- 15.52% |
$99.5K - $113K
|
8.72K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.4K- 1.55% |
$86.6K - $98.4K
|
88.4K
$6.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-203- 0.58% |
$12.6K - $14.3K
|
34.6K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.58K+ 23.99% |
$409K - $464K
|
34K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-333- 3.05% |
$20.7K - $23.5K
|
10.6K
$813K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 51.49% |
$186K - $211K
|
8.81K
$677K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.12K- 1.71% |
$132K - $150K
|
122K
$9.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.26K- 17.3% |
$78.4K - $89.1K
|
6.04K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-236K- 6.75% |
$14.7M - $16.7M
|
3.27M
$251M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
222New |
$13.8K - $15.7K
|
222
$17.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.53K+ 38.21% |
$94.7K - $108K
|
5.52K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16+ 25.81% |
$993 - $1.13K
|
78
$6K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
266+ 3.27% |
$16.5K - $18.8K
|
8.41K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
118+ 15.92% |
$7.32K - $8.32K
|
859
$66.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-223- 24.21% |
$13.8K - $15.7K
|
698
$53.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
305K+ 13.0% |
$18.9M - $21.5M
|
2.65M
$204M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.43K- 22.9% |
$151K - $171K
|
8.18K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.77K- 20.47% |
$110K - $125K
|
6.87K
$529K
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.62K- 5.48% |
$224K - $255K
|
62.4K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1+ 0.18% |
$62.1 - $70.6
|
557
$42.9K
|