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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
402+ 2.73% |
$25K - $28.4K
|
15.1K
$1.15M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
400+ 3.73% |
$24.8K - $28.2K
|
11.1K
$845K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
400+ 11.23% |
$24.8K - $28.2K
|
3.96K
$301K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
398+ 2.52% |
$24.7K - $28.1K
|
16.2K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
398+ 3.09% |
$24.7K - $28.1K
|
13.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
394+ 7.32% |
$24.5K - $27.8K
|
5.78K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
385+ 3.55% |
$23.9K - $27.2K
|
11.2K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
383+ 957.5% |
$23.8K - $27K
|
423
$32.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
379+ 1.58% |
$23.5K - $26.7K
|
24.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
376+ 27.09% |
$23.3K - $26.5K
|
1.76K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
375+ 0.92% |
$23.3K - $26.5K
|
41.1K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
366+ 2.92% |
$22.7K - $25.8K
|
12.9K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
365+ 10.57% |
$22.7K - $25.8K
|
3.82K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
364+ 1.91% |
$22.6K - $25.7K
|
19.5K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
355+ 10.5% |
$22K - $25K
|
3.74K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
346+ 5.1% |
$21.5K - $24.4K
|
7.13K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
346+ 0.58% |
$21.5K - $24.4K
|
60.1K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
344+ 4.58% |
$21.4K - $24.3K
|
7.85K
$596K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
342+ 4.29% |
$21.2K - $24.1K
|
8.31K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
335+ 7.95% |
$20.8K - $23.6K
|
4.55K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
327+ 9.17% |
$20.3K - $23.1K
|
3.89K
$296K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
323+ 9.89% |
$20K - $22.8K
|
3.59K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
322+ 60.98% |
$20K - $22.7K
|
850
$64.5K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
318New |
$19.7K - $22.4K
|
318
$24.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
314+ 3.22% |
$19.5K - $22.2K
|
10.1K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
313+ 4.46% |
$19.4K - $22.1K
|
7.33K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
311+ 2.08% |
$19.3K - $21.9K
|
15.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 5.5% |
$18.6K - $21.2K
|
5.76K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
298+ 5.72% |
$18.5K - $21K
|
5.51K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
295+ 5.78% |
$18.3K - $20.8K
|
5.4K
$410K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
282+ 2.15% |
$17.5K - $19.9K
|
13.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
273+ 4.12% |
$16.9K - $19.3K
|
6.9K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272New |
$16.9K - $19.2K
|
272
$20.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
272+ 3.43% |
$16.9K - $19.2K
|
8.2K
$623K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
271+ 6.59% |
$16.8K - $19.1K
|
4.39K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
266+ 3.27% |
$16.5K - $18.8K
|
8.41K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
264+ 3.97% |
$16.4K - $18.6K
|
6.92K
$525K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
257+ 2.69% |
$16K - $18.1K
|
9.83K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
255+ 2.79% |
$15.8K - $18K
|
9.38K
$712K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
254+ 2.13% |
$15.8K - $17.9K
|
12.2K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
253+ 25.3% |
$15.7K - $17.8K
|
1.25K
$95.1K
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
251+ 2.13% |
$15.6K - $17.7K
|
12K
$913K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
250+ 3.25% |
$15.5K - $17.6K
|
7.95K
$604K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250+ 1.43% |
$15.5K - $17.6K
|
17.8K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
248+ 0.22% |
$15.4K - $17.5K
|
111K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
244+ 3.97% |
$15.1K - $17.2K
|
6.39K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
243+ 86.79% |
$15.1K - $17.1K
|
523
$39.7K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
240+ 3.98% |
$14.9K - $16.9K
|
6.27K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
237+ 5.42% |
$14.7K - $16.7K
|
4.61K
$350K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
233+ 270.93% |
$14.5K - $16.4K
|
319
$24.2K
|