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 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 4.12% |
$16.9K - $19.3K
|
6.9K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
272+ 3.43% |
$16.9K - $19.2K
|
8.2K
$631K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-158- 23.07% |
$9.81K - $11.1K
|
527
$40.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-26- 0.24% |
$1.61K - $1.83K
|
10.6K
$817K
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.2% |
$1.55K - $1.76K
|
12.6K
$971K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-265- 3.23% |
$16.4K - $18.7K
|
7.93K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
383+ 957.5% |
$23.8K - $27K
|
423
$32.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-161- 22.64% |
$9.99K - $11.4K
|
550
$42.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.92% |
$62.1 - $70.6
|
53
$4.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 16.67% |
$6.21K - $7.06K
|
500
$38.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
971+ 1.56% |
$60.3K - $68.5K
|
63.2K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.19K- 2.09% |
$136K - $155K
|
103K
$7.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.09K- 14.11% |
$67.5K - $76.7K
|
6.62K
$509K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.19KNew |
$73.6K - $83.6K
|
1.19K
$91.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 0.26% |
$931 - $1.06K
|
5.82K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.3% |
$807 - $917
|
4.3K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 1.59% |
$4.03K - $4.59K
|
4.03K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-360- 8.44% |
$22.3K - $25.4K
|
3.9K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 0.41% |
$5.28K - $6K
|
20.7K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.73K- 28.57% |
$169K - $192K
|
6.81K
$524K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-14- 56.0% |
$869 - $988
|
11
$846
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
257+ 2.69% |
$16K - $18.1K
|
9.83K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
145+ 0.85% |
$9K - $10.2K
|
17.2K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 0.57% |
$1.18K - $1.34K
|
3.34K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-325- 2.73% |
$20.2K - $22.9K
|
11.6K
$891K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6- 0.11% |
$372 - $423
|
5.34K
$411K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.0% |
$1.49K - $1.69K
|
1.18K
$90.5K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-236- 17.15% |
$14.6K - $16.6K
|
1.14K
$87.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-343- 11.75% |
$21.3K - $24.2K
|
2.58K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-51- 1.0% |
$3.17K - $3.6K
|
5.04K
$387K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.86K- 9.21% |
$239K - $272K
|
38K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.05K- 30.05% |
$65.2K - $74.1K
|
2.45K
$188K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.09K+ 43.03% |
$191K - $218K
|
10.3K
$789K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
16.7K+ 44.14% |
$1.03M - $1.17M
|
54.4K
$4.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-64- 24.52% |
$3.97K - $4.52K
|
197
$15.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.35% |
$1.37K - $1.55K
|
6.34K
$487K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-655- 12.04% |
$40.7K - $46.2K
|
4.79K
$368K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-338- 1.79% |
$21K - $23.8K
|
18.5K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
70+ 1.25% |
$4.34K - $4.94K
|
5.65K
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250+ 1.43% |
$15.5K - $17.6K
|
17.8K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
213+ 2.36% |
$13.2K - $15K
|
9.22K
$709K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$186 - $212
|
3
$231
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
8.48K+ 8.92% |
$526K - $598K
|
104K
$7.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
233+ 270.93% |
$14.5K - $16.4K
|
319
$24.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-822- 11.0% |
$51K - $58K
|
6.65K
$512K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
495+ 15.0% |
$30.7K - $34.9K
|
3.79K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-17.9K- 5.85% |
$1.11M - $1.26M
|
288K
$22.2M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-931- 5.05% |
$57.8K - $65.7K
|
17.5K
$1.35M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200New |
$12.4K - $14.1K
|
200
$15.4K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-866- 4.01% |
$53.8K - $61.1K
|
20.7K
$1.59M
|