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 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
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.09K- 18.03% |
$67.5K - $76.8K
|
4.95K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
165+ 165.0% |
$10.2K - $11.6K
|
265
$20.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.26K+ 10.73% |
$265K - $301K
|
44K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.38M+ 82.65% |
$272M - $309M
|
9.67M
$744M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
45+ 0.87% |
$2.79K - $3.17K
|
5.24K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.15K- 1.58% |
$134K - $152K
|
134K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.86K+ 24.17% |
$364K - $413K
|
30.1K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.08K+ 1.35% |
$129K - $147K
|
156K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 3.83% |
$216K - $246K
|
94.3K
$7.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
844New |
$52.4K - $59.5K
|
844
$64.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
38New |
$2.36K - $2.68K
|
38
$2.92K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
466+ 6.81% |
$28.9K - $32.9K
|
7.31K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.04K- 11.32% |
$189K - $214K
|
23.8K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 1.34% |
$559 - $635
|
683
$52.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.72K- 31.3% |
$107K - $121K
|
3.78K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
207+ 1.88% |
$12.8K - $14.6K
|
11.2K
$862K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-650- 8.29% |
$40.3K - $45.9K
|
7.19K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
108K+ 224.63% |
$6.68M - $7.59M
|
156K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
314+ 3.22% |
$19.5K - $22.2K
|
10.1K
$774K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.21K- 8.39% |
$75K - $85.3K
|
13.2K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.16K- 3.02% |
$134K - $152K
|
69.4K
$5.34M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.61K- 3.28% |
$224K - $255K
|
107K
$8.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-58.9K- 2.21% |
$3.66M - $4.16M
|
2.61M
$201M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
298+ 5.72% |
$18.5K - $21K
|
5.51K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
882New |
$54.7K - $62.2K
|
882
$67.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15+ 0.44% |
$931 - $1.06K
|
3.4K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.2K+ 1.13% |
$198K - $225K
|
287K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
867+ 4.33% |
$53.8K - $61.2K
|
20.9K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-2.45K- 7.59% |
$152K - $173K
|
29.8K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
452+ 5.2% |
$28.1K - $31.9K
|
9.15K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.7K- 0.94% |
$1.1M - $1.25M
|
1.86M
$143M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-19.5K- 11.28% |
$1.21M - $1.38M
|
154K
$11.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.79KNew |
$173K - $197K
|
2.79K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 19.0% |
$1.18K - $1.34K
|
119
$9.15K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-400- 16.63% |
$24.8K - $28.2K
|
2.01K
$154K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-64.7K- 9.98% |
$4.02M - $4.56M
|
584K
$44.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.81K- 1.68% |
$175K - $198K
|
165K
$12.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.4K+ 299.37% |
$706K - $803K
|
15.2K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.31K- 16.51% |
$81K - $92.1K
|
6.6K
$508K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
603+ 153.44% |
$37.4K - $42.5K
|
996
$76.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
90New |
$5.59K - $6.35K
|
90
$6.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
900+ 26.65% |
$55.9K - $63.5K
|
4.28K
$329K
|