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 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-143- 0.1% |
$8.88K - $10.1K
|
148K
$11.4M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
186+ 2.36% |
$11.5K - $13.1K
|
8.06K
$620K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.37K+ 14.71% |
$85.2K - $96.9K
|
10.7K
$824K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-66- 0.88% |
$4.1K - $4.66K
|
7.39K
$569K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.8K+ 24.35% |
$1.11M - $1.26M
|
91.1K
$7.01M
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 2.73% |
$12.4K - $14.1K
|
7.13K
$549K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
641+ 5.79% |
$39.8K - $45.2K
|
11.7K
$901K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$559 - $635
|
3.54K
$272K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-725- 1.19% |
$45K - $51.1K
|
59.9K
$4.61M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 11.35% |
$46.3K - $52.6K
|
5.83K
$448K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 40.0% |
$1.24K - $1.41K
|
30
$2.31K
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-7.59K- 2.79% |
$471K - $535K
|
264K
$20.3M
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 3.31% |
$6.21K - $7.06K
|
2.92K
$225K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
189+ 8.47% |
$11.7K - $13.3K
|
2.42K
$186K
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-295- 3.09% |
$18.3K - $20.8K
|
9.26K
$713K
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-799- 17.12% |
$49.6K - $56.4K
|
3.87K
$298K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-195- 1.42% |
$12.1K - $13.8K
|
13.5K
$1.04M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13- 0.03% |
$807 - $917
|
39.9K
$3.07M
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 7.41% |
$6.21K - $7.06K
|
1.25K
$96.2K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-275- 5.13% |
$17.1K - $19.4K
|
5.08K
$391K
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
680+ 3.14% |
$42.2K - $48K
|
22.4K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
221+ 0.76% |
$13.7K - $15.6K
|
29.2K
$2.25M
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
550+ 5.11% |
$34.1K - $38.8K
|
11.3K
$870K
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-9.77K- 3.73% |
$606K - $689K
|
252K
$19.4M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 34.01% |
$62.5K - $71K
|
3.97K
$305K
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.78K+ 9.43% |
$110K - $125K
|
20.6K
$1.58M
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 11.89% |
$49.7K - $56.4K
|
5.93K
$456K
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
890+ 16.88% |
$55.2K - $62.8K
|
6.16K
$474K
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 0.97% |
$7.7K - $8.75K
|
12.9K
$994K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
40K+ 2163.37% |
$2.49M - $2.83M
|
41.9K
$3.22M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 2.16% |
$6.77K - $7.69K
|
4.93K
$379K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.75K+ 8.06% |
$109K - $124K
|
23.5K
$1.81M
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-30- 0.17% |
$1.86K - $2.12K
|
17.4K
$1.34M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.92K- 3.17% |
$181K - $206K
|
89.1K
$6.86M
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 1.3% |
$6.21K - $7.06K
|
7.61K
$585K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-762- 3.09% |
$47.3K - $53.8K
|
23.9K
$1.84M
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-155- 0.4% |
$9.62K - $10.9K
|
38.3K
$2.95M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.6% |
$869 - $988
|
2.31K
$178K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.9KNew |
$1.48M - $1.69M
|
23.9K
$1.84M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-667- 3.35% |
$41.4K - $47.1K
|
19.2K
$1.48M
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
86+ 1.28% |
$5.34K - $6.07K
|
6.83K
$525K
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1- 0.02% |
$62.1 - $70.6
|
4.99K
$384K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 0.51% |
$3.1K - $3.53K
|
9.77K
$751K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
663+ 20.49% |
$41.2K - $46.8K
|
3.9K
$300K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.11% |
$62.1 - $70.6
|
907
$69.8K
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-600- 12.31% |
$37.2K - $42.3K
|
4.28K
$329K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-568- 3.17% |
$35.3K - $40.1K
|
17.4K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
131+ 0.46% |
$8.13K - $9.24K
|
28.4K
$2.19M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.29K- 10.14% |
$204K - $232K
|
29.1K
$2.24M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 4.12% |
$16.9K - $19.3K
|
6.9K
$531K
|