Latest Institutional Purchases of Carrier Global Corp (CARR)
This list provides information on the latest institutional transactions involving Carrier Global Corp (CARR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
236KNew |
$13.1M - $17.9M
|
236K
$17.9M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
133KNew |
$7.4M - $10.1M
|
133K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
96.9K+ 29.46% |
$5.38M - $7.34M
|
426K
$32.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.4K+ 7.31% |
$2.24M - $3.06M
|
593K
$45M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
27.9K+ 6.91% |
$1.55M - $2.12M
|
432K
$32.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
17.8KNew |
$990K - $1.35M
|
17.8K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.43K+ 5.08% |
$524K - $715K
|
195K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.59K+ 6.05% |
$311K - $424K
|
98.1K
$7.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
4.3K+ 30.33% |
$239K - $326K
|
18.5K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
3.86KNew |
$214K - $293K
|
3.86K
$293K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
3.56KNew |
$198K - $270K
|
3.56K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.42KNew |
$190K - $260K
|
3.42K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.24K+ 33.73% |
$180K - $245K
|
12.8K
$974K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.21KNew |
$178K - $243K
|
3.21K
$243K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.2KNew |
$178K - $243K
|
3.2K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.18KNew |
$176K - $241K
|
3.18K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.12K+ 9.6% |
$173K - $237K
|
35.7K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$171K - $233K
|
3.08K
$233K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.9KNew |
$161K - $220K
|
2.9K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2.59K+ 1.62% |
$144K - $196K
|
162K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.18K+ 51.01% |
$121K - $165K
|
6.44K
$489K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
1.96K+ 6.23% |
$109K - $148K
|
33.4K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
1.41K+ 27.52% |
$78.4K - $107K
|
6.54K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 13.23% |
$71K - $97K
|
10.9K
$830K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.15K+ 6.88% |
$64K - $87.4K
|
17.9K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.09K+ 66.08% |
$60.7K - $82.9K
|
2.75K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
800New |
$44.4K - $60.7K
|
800
$60.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
606+ 16.13% |
$33.7K - $46K
|
4.36K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
600+ 3.75% |
$33.3K - $45.5K
|
16.6K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
400+ 0.75% |
$22.2K - $30.3K
|
54.1K
$4.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
321+ 9.1% |
$17.8K - $24.3K
|
3.85K
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
273+ 1.62% |
$15.2K - $20.7K
|
17.2K
$1.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
257+ 0.57% |
$14.3K - $19.5K
|
45.3K
$3.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
132+ 8.12% |
$7.33K - $10K
|
1.76K
$133K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
122+ 0.71% |
$6.78K - $9.25K
|
17.3K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
107+ 9.06% |
$5.94K - $8.11K
|
1.29K
$97.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 5.15% |
$5.56K - $7.58K
|
2.04K
$155K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
75+ 0.17% |
$4.17K - $5.69K
|
44.6K
$3.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
67+ 18.06% |
$3.72K - $5.08K
|
438
$33.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.25% |
$2.94K - $4.02K
|
21.4K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
BUY
|
- |
47+ 1.19% |
$2.61K - $3.56K
|
4K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.3% |
$667 - $910
|
4K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.02% |
$111 - $152
|
10.3K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
2+ 0.05% |
$111 - $152
|
4.28K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.75% |
$55.6 - $75.8
|
135
$10.2K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
10.2MNew |
$636M - $723M
|
10.2M
$777M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
4.87M+ 6.46% |
$303M - $344M
|
80.4M
$6.1B
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.67M+ 17.65% |
$290M - $329M
|
31.1M
$2.36B
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.38M+ 82.65% |
$272M - $309M
|
9.67M
$734M
|
|