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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 0.28% |
$186 - $212
|
1.09K
$82.4K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4- 0.1% |
$248 - $282
|
4.04K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.5% |
$248 - $282
|
800
$60.7K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4- 0.12% |
$248 - $282
|
3.26K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-5- 10.87% |
$310 - $353
|
41
$3.11K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- -0.0% |
$310 - $353
|
223K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6- 0.11% |
$372 - $423
|
5.34K
$405K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-6- 0.06% |
$372 - $423
|
9.98K
$758K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-7- 0.13% |
$434 - $494
|
5.52K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.29% |
$621 - $706
|
3.39K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-12- 0.29% |
$745 - $847
|
4.18K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13- 0.03% |
$807 - $917
|
39.9K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-13- 2.17% |
$807 - $917
|
585
$44.4K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-13- 1.82% |
$807 - $917
|
700
$53.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-14- 56.0% |
$869 - $988
|
11
$835
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 0.6% |
$869 - $988
|
2.31K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 0.41% |
$931 - $1.06K
|
3.6K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18- 0.3% |
$1.12K - $1.27K
|
5.91K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-18- 0.26% |
$1.12K - $1.27K
|
6.79K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-18- 0.37% |
$1.12K - $1.27K
|
4.86K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19- 0.57% |
$1.18K - $1.34K
|
3.34K
$253K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19- 8.72% |
$1.18K - $1.34K
|
199
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-20- 40.0% |
$1.24K - $1.41K
|
30
$2.28K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-20- 0.15% |
$1.24K - $1.41K
|
13.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.22% |
$1.3K - $1.48K
|
9.59K
$728K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-24- 2.0% |
$1.49K - $1.69K
|
1.18K
$89.3K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-24- 11.76% |
$1.49K - $1.69K
|
180
$13.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 2.44% |
$1.55K - $1.76K
|
998
$75.7K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-26- 0.24% |
$1.61K - $1.83K
|
10.6K
$806K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-27- 0.2% |
$1.68K - $1.9K
|
13.3K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-27- 0.45% |
$1.68K - $1.9K
|
5.99K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-28- 0.11% |
$1.74K - $1.98K
|
26K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29- 0.3% |
$1.8K - $2.05K
|
9.6K
$728K
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-30- 0.17% |
$1.86K - $2.12K
|
17.4K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-30- 0.69% |
$1.86K - $2.12K
|
4.33K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-32- 0.13% |
$1.99K - $2.26K
|
25.4K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-35- 11.11% |
$2.17K - $2.47K
|
280
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-35- 0.31% |
$2.17K - $2.47K
|
11.1K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.35% |
$2.23K - $2.54K
|
10.4K
$787K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-37- 1.19% |
$2.3K - $2.61K
|
3.06K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-39- 1.71% |
$2.42K - $2.75K
|
2.24K
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-40- 1.15% |
$2.48K - $2.82K
|
3.43K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-47- 0.38% |
$2.92K - $3.32K
|
12.2K
$924K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-48- 4.48% |
$2.98K - $3.39K
|
1.02K
$77.6K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-49- 0.8% |
$3.04K - $3.46K
|
6.1K
$463K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 0.51% |
$3.1K - $3.53K
|
9.77K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 5.38% |
$3.1K - $3.53K
|
880
$66.8K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-50- 0.74% |
$3.1K - $3.53K
|
6.66K
$506K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-50- 1.23% |
$3.1K - $3.53K
|
4K
$304K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-51- 1.0% |
$3.17K - $3.6K
|
5.04K
$382K
|