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 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 2.75% |
$43.4K - $49.4K
|
24.8K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-409- 0.71% |
$25.4K - $28.9K
|
57.3K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
24.4KNew |
$1.51M - $1.72M
|
24.4K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-309- 4.41% |
$19.2K - $21.8K
|
6.69K
$515K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 0.69% |
$1.49K - $1.69K
|
3.49K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.9K- 17.56% |
$1.05M - $1.19M
|
79.5K
$6.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
137+ 913.33% |
$8.5K - $9.67K
|
152
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
311+ 2.08% |
$19.3K - $21.9K
|
15.2K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-57- 2.78% |
$3.54K - $4.02K
|
1.99K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-451- 8.28% |
$28K - $31.8K
|
5K
$384K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-209- 9.81% |
$13K - $14.7K
|
1.92K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.89% |
$310 - $353
|
567
$43.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-779- 5.87% |
$48.4K - $55K
|
12.5K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
20+ 0.18% |
$1.24K - $1.41K
|
11.2K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
165+ 3.86% |
$10.2K - $11.6K
|
4.44K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.48K- 4.4% |
$154K - $175K
|
54K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-62- 1.3% |
$3.85K - $4.37K
|
4.71K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15.2K- 22.16% |
$946K - $1.08M
|
53.5K
$4.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272New |
$16.9K - $19.2K
|
272
$20.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.42K+ 70.31% |
$460K - $523K
|
18K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 8.72% |
$1.18K - $1.34K
|
199
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-7.07K- 71.09% |
$439K - $499K
|
2.88K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 3.87% |
$67.3K - $76.5K
|
29.1K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.6K+ 78.28% |
$1.65M - $1.88M
|
60.6K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
271+ 6.59% |
$16.8K - $19.1K
|
4.39K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.01% |
$186 - $212
|
22.4K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.58K- 25.44% |
$160K - $182K
|
7.55K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-356- 10.24% |
$22.1K - $25.1K
|
3.12K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-420- 29.58% |
$26.1K - $29.6K
|
1K
$76.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-292- 2.26% |
$18.1K - $20.6K
|
12.6K
$971K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-7.12K- 3.94% |
$442K - $503K
|
174K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-545- 12.24% |
$33.8K - $38.4K
|
3.91K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.35K+ 16.36% |
$83.6K - $95K
|
9.58K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.69KNew |
$229K - $260K
|
3.69K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
937+ 0.51% |
$58.2K - $66.1K
|
185K
$14.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$186 - $212
|
9
$692
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14+ 0.31% |
$869 - $988
|
4.53K
$349K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-750- 3.27% |
$46.6K - $52.9K
|
22.2K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-237- 1.12% |
$14.7K - $16.7K
|
20.9K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$62.1 - $70.6
|
6.26K
$482K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
40.6K+ 12.36% |
$2.52M - $2.87M
|
369K
$28.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-125- 2.73% |
$7.76K - $8.82K
|
4.46K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
24.7K+ 28.0% |
$1.53M - $1.74M
|
113K
$8.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 1.74% |
$6.21K - $7.06K
|
5.85K
$450K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
13.8K+ 13.61% |
$858K - $975K
|
115K
$8.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.02K+ 2.55% |
$126K - $143K
|
81.4K
$6.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
5.68K+ 40.58% |
$353K - $401K
|
19.7K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 16.9% |
$83.5K - $94.9K
|
9.3K
$716K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4- 0.1% |
$248 - $282
|
4.04K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-40- 1.15% |
$2.48K - $2.82K
|
3.43K
$264K
|