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 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-2.86K- 2.14% |
$177K - $202K
|
131K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-815- 29.1% |
$50.6K - $57.5K
|
1.99K
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.46KNew |
$215K - $244K
|
3.46K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7+ 0.33% |
$434 - $494
|
2.12K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
4.46KNew |
$277K - $315K
|
4.46K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 4.48% |
$2.98K - $3.39K
|
1.02K
$78.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81.3K- 11.89% |
$5.05M - $5.73M
|
602K
$46.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-103- 0.85% |
$6.39K - $7.27K
|
12K
$921K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-137- 3.16% |
$8.5K - $9.67K
|
4.19K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
708+ 9.59% |
$43.9K - $49.9K
|
8.09K
$623K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
866+ 13.37% |
$53.8K - $61.1K
|
7.34K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.7K+ 12.51% |
$662K - $752K
|
95.8K
$7.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.53K+ 45.17% |
$157K - $178K
|
8.12K
$625K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29.9K+ 39.95% |
$1.85M - $2.11M
|
105K
$8.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.39K- 18.15% |
$86.5K - $98.3K
|
6.28K
$483K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.85K- 0.82% |
$115K - $130K
|
224K
$17.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 2.63% |
$63.2K - $71.8K
|
37.8K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
66New |
$4.1K - $4.66K
|
66
$5.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.82K- 56.76% |
$113K - $129K
|
1.39K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.5% |
$1.06K - $1.2K
|
3.45K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
28.5K+ 5.99% |
$1.77M - $2.01M
|
504K
$38.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 8.73% |
$3.54K - $4.02K
|
596
$45.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-14.9K- 3.38% |
$927K - $1.05M
|
427K
$32.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.93K+ 57.37% |
$120K - $136K
|
5.28K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
181+ 1.96% |
$11.2K - $12.8K
|
9.44K
$726K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.68KNew |
$104K - $118K
|
1.68K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
216+ 8.56% |
$13.4K - $15.2K
|
2.74K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-48K- 14.76% |
$2.98M - $3.39M
|
277K
$21.3M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-98- 1.36% |
$6.08K - $6.91K
|
7.09K
$545K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.9K+ 15.68% |
$242K - $275K
|
28.8K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.41K+ 46.83% |
$274K - $311K
|
13.8K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.36% |
$62.1 - $70.6
|
275
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9+ 0.34% |
$559 - $635
|
2.69K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-522- 11.22% |
$32.4K - $36.8K
|
4.13K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 8.29% |
$86.9K - $98.8K
|
18.3K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
23.1K+ 137.38% |
$1.43M - $1.63M
|
39.9K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-28- 0.11% |
$1.74K - $1.98K
|
26K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-717- 11.07% |
$44.5K - $50.6K
|
5.76K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 11.13% |
$129K - $146K
|
20.7K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
571+ 18.08% |
$35.4K - $40.3K
|
3.73K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-490- 22.95% |
$30.4K - $34.6K
|
1.65K
$127K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$62.1 - $70.6
|
9.51K
$731K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.05K- 1.74% |
$65.4K - $74.3K
|
59.6K
$4.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 5.26% |
$31K - $35.3K
|
9K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.8K- 22.75% |
$236K - $268K
|
12.9K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
81New |
$5.03K - $5.71K
|
81
$6.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.35K- 13.04% |
$83.8K - $95.2K
|
9K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.15K
|