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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 3.3% |
$7.08K - $8.04K
|
3.57K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
113+ 2.36% |
$7.01K - $7.97K
|
4.91K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
113+ 2.71% |
$7.01K - $7.97K
|
4.28K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
111+ 3.17% |
$6.89K - $7.83K
|
3.62K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
111+ 176.19% |
$6.89K - $7.83K
|
174
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
109+ 2.58% |
$6.77K - $7.69K
|
4.34K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 3.14% |
$6.21K - $7.06K
|
3.29K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100+ 10.0% |
$6.21K - $7.06K
|
1.1K
$83.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 1.74% |
$6.21K - $7.06K
|
5.85K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
94+ 1.21% |
$5.83K - $6.63K
|
7.85K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
93+ 12.11% |
$5.77K - $6.56K
|
861
$65.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
90New |
$5.59K - $6.35K
|
90
$6.83K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
89+ 1.06% |
$5.52K - $6.28K
|
8.5K
$645K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
86+ 1.28% |
$5.34K - $6.07K
|
6.83K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
85New |
$5.28K - $6K
|
85
$6.45K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 0.41% |
$5.28K - $6K
|
20.7K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
82+ 23.23% |
$5.09K - $5.79K
|
435
$33K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
81New |
$5.03K - $5.71K
|
81
$6.15K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
80+ 7.03% |
$4.97K - $5.64K
|
1.22K
$92.4K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 0.83% |
$4.97K - $5.64K
|
9.71K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
75+ 0.32% |
$4.66K - $5.29K
|
23.3K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 15.78% |
$4.41K - $5.01K
|
521
$39.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
70+ 1.25% |
$4.34K - $4.94K
|
5.65K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
66New |
$4.1K - $4.66K
|
66
$5.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 1.51% |
$3.91K - $4.44K
|
4.25K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
60+ 1.35% |
$3.72K - $4.23K
|
4.51K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
59+ 62.11% |
$3.66K - $4.16K
|
154
$11.7K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
58New |
$3.6K - $4.09K
|
58
$4.4K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
55+ 1.09% |
$3.41K - $3.88K
|
5.09K
$386K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
54+ 168.75% |
$3.35K - $3.81K
|
86
$6.53K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
51+ 1.29% |
$3.17K - $3.6K
|
3.99K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
51+ 1.14% |
$3.17K - $3.6K
|
4.54K
$345K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
47+ 0.97% |
$2.92K - $3.32K
|
4.87K
$370K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
46+ 0.46% |
$2.86K - $3.25K
|
10K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
45+ 0.87% |
$2.79K - $3.17K
|
5.24K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 160.0% |
$2.48K - $2.82K
|
65
$4.93K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
40New |
$2.48K - $2.82K
|
40
$3.04K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
39+ 0.75% |
$2.42K - $2.75K
|
5.21K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
38+ 1.05% |
$2.36K - $2.68K
|
3.65K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
38New |
$2.36K - $2.68K
|
38
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 0.17% |
$2.05K - $2.33K
|
19.5K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
33+ 3.05% |
$2.05K - $2.33K
|
1.12K
$84.7K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
32+ 0.21% |
$1.99K - $2.26K
|
15.3K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
32+ 0.38% |
$1.99K - $2.26K
|
8.48K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
31+ 0.33% |
$1.92K - $2.19K
|
9.36K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 0.44% |
$1.86K - $2.12K
|
6.83K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
30+ 0.61% |
$1.86K - $2.12K
|
4.93K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
28+ 0.23% |
$1.74K - $1.98K
|
12.3K
$937K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26+ 0.82% |
$1.61K - $1.83K
|
3.21K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
25+ 0.2% |
$1.55K - $1.76K
|
12.6K
$958K
|