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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
168+ 2.85% |
$10.4K - $11.9K
|
6.06K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
165+ 3.86% |
$10.2K - $11.6K
|
4.44K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
165+ 165.0% |
$10.2K - $11.6K
|
265
$20.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
164+ 5.09% |
$10.2K - $11.6K
|
3.38K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
160+ 2.16% |
$9.93K - $11.3K
|
7.56K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
156+ 1.29% |
$9.68K - $11K
|
12.3K
$933K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
152+ 4.52% |
$9.43K - $10.7K
|
3.52K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
145+ 0.85% |
$9K - $10.2K
|
17.2K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137+ 81.55% |
$8.5K - $9.67K
|
305
$23.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
137+ 913.33% |
$8.5K - $9.67K
|
152
$11.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 1.57% |
$8.5K - $9.67K
|
8.86K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
137+ 291.49% |
$8.5K - $9.67K
|
184
$14K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
131+ 0.46% |
$8.13K - $9.24K
|
28.4K
$2.16M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
130+ 3.52% |
$8.07K - $9.17K
|
3.83K
$291K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
127+ 21.17% |
$7.88K - $8.96K
|
727
$55.2K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
127+ 0.49% |
$7.88K - $8.96K
|
26.2K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
126+ 0.84% |
$7.82K - $8.89K
|
15.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 0.97% |
$7.7K - $8.75K
|
12.9K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
124New |
$7.7K - $8.75K
|
124
$9.41K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
123+ 2.32% |
$7.63K - $8.68K
|
5.43K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
121+ 0.6% |
$7.51K - $8.54K
|
20.5K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
120+ 0.29% |
$7.45K - $8.47K
|
40.9K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
119+ 0.77% |
$7.39K - $8.4K
|
15.5K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
118+ 15.92% |
$7.32K - $8.32K
|
859
$65.2K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
116+ 8.15% |
$7.2K - $8.18K
|
1.54K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 3.3% |
$7.08K - $8.04K
|
3.57K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
113+ 2.71% |
$7.01K - $7.97K
|
4.28K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
113+ 2.36% |
$7.01K - $7.97K
|
4.91K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
111+ 176.19% |
$6.89K - $7.83K
|
174
$13.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
111+ 3.17% |
$6.89K - $7.83K
|
3.62K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
109+ 2.58% |
$6.77K - $7.69K
|
4.34K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
100+ 1.74% |
$6.21K - $7.06K
|
5.85K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 3.14% |
$6.21K - $7.06K
|
3.29K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$6.21K - $7.06K
|
100
$7.59K
|
|
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
85+ 0.41% |
$5.28K - $6K
|
20.7K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
85New |
$5.28K - $6K
|
85
$6.45K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
83New |
$5.15K - $5.86K
|
83
$6.3K
|
|
|
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 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
80+ 0.83% |
$4.97K - $5.64K
|
9.71K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
80+ 7.03% |
$4.97K - $5.64K
|
1.22K
$92.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
79+ 0.37% |
$4.9K - $5.57K
|
21.4K
$1.62M
|
|
|
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
|