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 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 0.69% |
$1.49K - $1.69K
|
3.49K
$265K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22+ 22.0% |
$1.37K - $1.55K
|
122
$9.26K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.35% |
$1.37K - $1.55K
|
6.34K
$481K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.35% |
$1.3K - $1.48K
|
6.06K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.34% |
$1.3K - $1.48K
|
505
$38.3K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
20+ 0.33% |
$1.24K - $1.41K
|
6.01K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
20+ 0.18% |
$1.24K - $1.41K
|
11.2K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 19.0% |
$1.18K - $1.34K
|
119
$9.03K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18New |
$1.12K - $1.27K
|
18
$1.37K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17New |
$1.06K - $1.2K
|
17
$1.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.5% |
$1.06K - $1.2K
|
3.45K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16+ 100.0% |
$993 - $1.13K
|
32
$2.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16+ 25.81% |
$993 - $1.13K
|
78
$5.92K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 0.31% |
$931 - $1.06K
|
4.87K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15+ 0.44% |
$931 - $1.06K
|
3.4K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.14K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.14K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 0.26% |
$931 - $1.06K
|
5.82K
$442K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14+ 0.31% |
$869 - $988
|
4.53K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$807 - $917
|
4.03K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.3% |
$807 - $917
|
4.3K
$326K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12+ 30.0% |
$745 - $847
|
52
$3.95K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12+ 2.02% |
$745 - $847
|
607
$46.1K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
12+ 0.14% |
$745 - $847
|
8.9K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 2.7% |
$683 - $776
|
418
$31.7K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11New |
$683 - $776
|
11
$835
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 1.2% |
$621 - $706
|
845
$64.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.13% |
$559 - $635
|
6.76K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9+ 1.34% |
$559 - $635
|
683
$51.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
9+ 0.34% |
$559 - $635
|
2.69K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
9+ 0.26% |
$559 - $635
|
3.54K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
8+ 6.02% |
$497 - $564
|
141
$10.7K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.07% |
$497 - $564
|
11.4K
$867K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8+ 13.33% |
$497 - $564
|
68
$5.16K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
7+ 0.33% |
$434 - $494
|
2.12K
$161K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6New |
$372 - $423
|
6
$455
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$372 - $423
|
6
$455
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5+ 0.04% |
$310 - $353
|
11.8K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.89% |
$310 - $353
|
567
$43K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
4New |
$248 - $282
|
4
$304
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
4+ 0.05% |
$248 - $282
|
8.88K
$674K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4+ 3.45% |
$248 - $282
|
120
$9.11K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.29% |
$186 - $212
|
1.02K
$77.4K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.05% |
$186 - $212
|
5.54K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.19% |
$186 - $212
|
1.55K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 0.01% |
$186 - $212
|
22.4K
$1.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 50.0% |
$186 - $212
|
9
$683
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$186 - $212
|
3
$228
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
2+ 0.05% |
$124 - $141
|
3.93K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$62.1 - $70.6
|
6.45K
$489K
|