Purchases and Sales Made in Q1 2025 in Carrier Global Corp (CARR)
This table provides information about the institutional ownership of Carrier Global Corp (CARR) during Q1 2025. The information is specifically focused on institutions that hold shares of CARRIER GLOBAL Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
272+ 3.43% |
$16.9K - $19.2K
|
8.2K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
272New |
$16.9K - $19.2K
|
272
$20.6K
|
|
|
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
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
250+ 1.43% |
$15.5K - $17.6K
|
17.8K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
250+ 3.25% |
$15.5K - $17.6K
|
7.95K
$604K
|
|
|
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
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
227+ 3.5% |
$14.1K - $16K
|
6.71K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
227+ 2.29% |
$14.1K - $16K
|
10.1K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
222New |
$13.8K - $15.7K
|
222
$16.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
221+ 0.76% |
$13.7K - $15.6K
|
29.2K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
221+ 0.08% |
$13.7K - $15.6K
|
291K
$22.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
216+ 8.56% |
$13.4K - $15.2K
|
2.74K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
213+ 2.36% |
$13.2K - $15K
|
9.22K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
209+ 4.15% |
$13K - $14.7K
|
5.25K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
208+ 1.6% |
$12.9K - $14.7K
|
13.2K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
207+ 1.88% |
$12.8K - $14.6K
|
11.2K
$850K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
204+ 2.2% |
$12.7K - $14.4K
|
9.48K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
203+ 4.54% |
$12.6K - $14.3K
|
4.68K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
201+ 20.32% |
$12.5K - $14.2K
|
1.19K
$90.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200New |
$12.4K - $14.1K
|
200
$15.2K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
200New |
$12.4K - $14.1K
|
200
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
200+ 0.88% |
$12.4K - $14.1K
|
22.8K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
189+ 8.47% |
$11.7K - $13.3K
|
2.42K
$184K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
189+ 0.44% |
$11.7K - $13.3K
|
43.4K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
186+ 2.36% |
$11.5K - $13.1K
|
8.06K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
181+ 1.96% |
$11.2K - $12.8K
|
9.44K
$716K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
179New |
$11.1K - $12.6K
|
179
$13.6K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
177+ 22.18% |
$11K - $12.5K
|
975
$74K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
175New |
$10.9K - $12.3K
|
175
$13.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
173+ 0.42% |
$10.7K - $12.2K
|
41.8K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
170+ 2.21% |
$10.6K - $12K
|
7.86K
$597K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
170+ 0.5% |
$10.6K - $12K
|
34.1K
$2.59M
|