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 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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
51+ 1.14% |
$3.17K - $3.6K
|
4.54K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
51+ 1.29% |
$3.17K - $3.6K
|
3.99K
$303K
|
|
|
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
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
38+ 6.14% |
$2.36K - $2.68K
|
657
$49.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
38New |
$2.36K - $2.68K
|
38
$2.88K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
38+ 1.05% |
$2.36K - $2.68K
|
3.65K
$277K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34+ 0.33% |
$2.11K - $2.4K
|
10.3K
$779K
|
|
|
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 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 0.17% |
$2.05K - $2.33K
|
19.5K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
32+ 0.7% |
$1.99K - $2.26K
|
4.58K
$348K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
32+ 0.38% |
$1.99K - $2.26K
|
8.48K
$643K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
32+ 0.21% |
$1.99K - $2.26K
|
15.3K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
31+ 0.33% |
$1.92K - $2.19K
|
9.36K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
30+ 0.61% |
$1.86K - $2.12K
|
4.93K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 0.44% |
$1.86K - $2.12K
|
6.83K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
28+ 0.23% |
$1.74K - $1.98K
|
12.3K
$937K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 0.68% |
$1.68K - $1.9K
|
3.99K
$303K
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24+ 0.69% |
$1.49K - $1.69K
|
3.49K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 0.35% |
$1.37K - $1.55K
|
6.34K
$481K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
22+ 22.0% |
$1.37K - $1.55K
|
122
$9.26K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
21+ 4.34% |
$1.3K - $1.48K
|
505
$38.3K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
21+ 0.35% |
$1.3K - $1.48K
|
6.06K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
20+ 0.18% |
$1.24K - $1.41K
|
11.2K
$852K
|
|
|
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 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
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.5% |
$1.06K - $1.2K
|
3.45K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17New |
$1.06K - $1.2K
|
17
$1.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16+ 25.81% |
$993 - $1.13K
|
78
$5.92K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16+ 100.0% |
$993 - $1.13K
|
32
$2.43K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 0.26% |
$931 - $1.06K
|
5.82K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.14K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
15New |
$931 - $1.06K
|
15
$1.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15+ 0.44% |
$931 - $1.06K
|
3.4K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15+ 0.31% |
$931 - $1.06K
|
4.87K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
14+ 0.31% |
$869 - $988
|
4.53K
$344K
|