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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4- 3.33% |
$267 - $331
|
116
$8.92K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-24K- 0.99% |
$1.6M - $1.98M
|
2.4M
$185M
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.29KNew |
$219K - $272K
|
3.29K
$253K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.48K+ 1.85% |
$299K - $370K
|
247K
$19M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.32K- 10.25% |
$288K - $357K
|
37.8K
$2.91M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.3K- 1.03% |
$1.02M - $1.27M
|
1.48M
$114M
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.62KClosed |
$175K - $217K
|
0
$0
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
156K+ 42.16% |
$10.4M - $12.9M
|
525K
$40.4M
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10New |
$667 - $827
|
10
$769
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$203K - $252K
|
3.05K
$234K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
148New |
$9.87K - $12.2K
|
148
$11.4K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
163New |
$10.9K - $13.5K
|
163
$12.5K
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
10.7KNew |
$717K - $888K
|
10.7K
$827K
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.69KNew |
$313K - $388K
|
4.69K
$361K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
514New |
$34.3K - $42.5K
|
514
$39.5K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.55K- 48.45% |
$103K - $128K
|
1.64K
$126K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
450New |
$30K - $37.2K
|
450
$34.6K
|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
5KNew |
$333K - $413K
|
5K
$385K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
404New |
$26.9K - $33.4K
|
404
$31.1K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-96Closed |
$6.4K - $7.93K
|
0
$0
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$534 - $661
|
8
$615
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-273- 5.63% |
$18.2K - $22.6K
|
4.58K
$352K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 18.28% |
$172K - $214K
|
11.6K
$889K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$9.67K - $12K
|
145
$11.2K
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$196K - $243K
|
2.94K
$226K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
263New |
$17.5K - $21.7K
|
263
$20.2K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-600- 14.63% |
$40K - $49.6K
|
3.5K
$269K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.5K+ 29.2% |
$234K - $289K
|
15.5K
$1.19M
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
441+ 14.71% |
$29.4K - $36.4K
|
3.44K
$264K
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3K- 42.41% |
$200K - $248K
|
4.08K
$314K
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
320New |
$21.3K - $26.4K
|
320
$24.6K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
54New |
$3.6K - $4.46K
|
54
$4.15K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.86M- 15.94% |
$124M - $154M
|
9.82M
$756M
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-1.75K- 18.1% |
$117K - $144K
|
7.9K
$608K
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.5KNew |
$100K - $124K
|
1.5K
$115K
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4K- 4.16% |
$267K - $331K
|
92.2K
$7.09M
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
16.6KNew |
$1.11M - $1.37M
|
16.6K
$1.27M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.19K- 5.5% |
$79K - $97.9K
|
20.4K
$1.57M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
404+ 33.14% |
$26.9K - $33.4K
|
1.62K
$125K
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
87.9KNew |
$5.86M - $7.27M
|
87.9K
$6.76M
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2KNew |
$133K - $165K
|
2K
$154K
|
|
Feb 14, 2025
Q4 2024
|
Gates Capital Management, Inc.
New York, NY |
SELL
|
PUT |
-607K- 43.36% |
$40.5M - $50.2M
|
793K
$61M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.4KNew |
$360K - $446K
|
5.4K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
116+ 0.97% |
$7.74K - $9.59K
|
12K
$924K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
267+ 9.74% |
$17.8K - $22.1K
|
3.01K
$231K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
290New |
$19.3K - $24K
|
290
$22.3K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8KNew |
$1.45M - $1.8M
|
21.8K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.2KNew |
$1.01M - $1.26M
|
15.2K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
639New |
$42.6K - $52.8K
|
639
$49.2K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
187KNew |
$12.5M - $15.5M
|
187K
$14.4M
|