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 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-53- 0.17% |
$3.29K - $3.74K
|
31.2K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-57- 2.78% |
$3.54K - $4.02K
|
1.99K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 8.73% |
$3.54K - $4.02K
|
596
$45.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-57- 0.96% |
$3.54K - $4.02K
|
5.87K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-60- 1.16% |
$3.72K - $4.23K
|
5.1K
$387K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-60- 72.29% |
$3.72K - $4.23K
|
23
$1.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-62- 1.3% |
$3.85K - $4.37K
|
4.71K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-63- 0.86% |
$3.91K - $4.44K
|
7.29K
$553K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-64- 24.52% |
$3.97K - $4.52K
|
197
$15K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 1.59% |
$4.03K - $4.59K
|
4.03K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-66- 0.88% |
$4.1K - $4.66K
|
7.39K
$561K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-68- 0.36% |
$4.22K - $4.8K
|
18.9K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-69- 1.96% |
$4.28K - $4.87K
|
3.45K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-69- 1.35% |
$4.28K - $4.87K
|
5.06K
$384K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-70- 1.94% |
$4.34K - $4.94K
|
3.53K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-74- 1.26% |
$4.59K - $5.22K
|
5.78K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-78- 0.17% |
$4.84K - $5.5K
|
46K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-78- 0.61% |
$4.84K - $5.5K
|
12.8K
$972K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-79- 1.74% |
$4.9K - $5.57K
|
4.46K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-79- 4.63% |
$4.9K - $5.57K
|
1.63K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85- 14.46% |
$5.28K - $6K
|
503
$38.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-86- 1.6% |
$5.34K - $6.07K
|
5.28K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-87- 2.33% |
$5.4K - $6.14K
|
3.64K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-88- 5.41% |
$5.46K - $6.21K
|
1.54K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-90- 1.35% |
$5.59K - $6.35K
|
6.6K
$501K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-95- 0.51% |
$5.9K - $6.7K
|
18.7K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-95- 1.31% |
$5.9K - $6.7K
|
7.15K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 0.59% |
$5.9K - $6.7K
|
16.1K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-98- 1.36% |
$6.08K - $6.91K
|
7.09K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-99- 1.46% |
$6.14K - $6.98K
|
6.67K
$506K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-100- 2.48% |
$6.21K - $7.06K
|
3.93K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 16.67% |
$6.21K - $7.06K
|
500
$37.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 1.3% |
$6.21K - $7.06K
|
7.61K
$577K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 3.31% |
$6.21K - $7.06K
|
2.92K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 7.41% |
$6.21K - $7.06K
|
1.25K
$94.9K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 2.32% |
$6.21K - $7.06K
|
4.22K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-100- 7.18% |
$6.21K - $7.06K
|
1.29K
$98.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-103- 0.85% |
$6.39K - $7.27K
|
12K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-105- 1.59% |
$6.52K - $7.41K
|
6.51K
$494K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-106- 1.31% |
$6.58K - $7.48K
|
8.01K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 2.16% |
$6.77K - $7.69K
|
4.93K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-109- 0.14% |
$6.77K - $7.69K
|
79K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-110- 1.24% |
$6.83K - $7.76K
|
8.78K
$667K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-111- 1.69% |
$6.89K - $7.83K
|
6.46K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-113- 2.6% |
$7.01K - $7.97K
|
4.23K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-118- 1.87% |
$7.32K - $8.32K
|
6.2K
$470K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-118- 0.05% |
$7.32K - $8.32K
|
237K
$18M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-120- 7.97% |
$7.45K - $8.47K
|
1.39K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-122- 2.27% |
$7.57K - $8.61K
|
5.26K
$399K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-124- 1.85% |
$7.7K - $8.75K
|
6.57K
$499K
|