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 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-125- 2.73% |
$7.76K - $8.82K
|
4.46K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-125- 2.58% |
$7.76K - $8.82K
|
4.73K
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-134- 0.72% |
$8.32K - $9.45K
|
18.4K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-137- 3.16% |
$8.5K - $9.67K
|
4.19K
$318K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-138- 0.48% |
$8.57K - $9.74K
|
28.5K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-139- 2.34% |
$8.63K - $9.81K
|
5.8K
$440K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-142- 0.52% |
$8.81K - $10K
|
27K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-143- 0.1% |
$8.88K - $10.1K
|
148K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-143- 0.65% |
$8.88K - $10.1K
|
21.7K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-143- 1.19% |
$8.88K - $10.1K
|
11.9K
$902K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-146- 30.17% |
$9.06K - $10.3K
|
338
$25.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-149- 2.04% |
$9.25K - $10.5K
|
7.15K
$543K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-149- 3.64% |
$9.25K - $10.5K
|
3.95K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 0.69% |
$9.31K - $10.6K
|
21.6K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-150- 1.09% |
$9.31K - $10.6K
|
13.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-150- 2.5% |
$9.31K - $10.6K
|
5.85K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-151- 1.57% |
$9.37K - $10.7K
|
9.48K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-151- 1.78% |
$9.37K - $10.7K
|
8.35K
$634K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-151- 0.82% |
$9.37K - $10.7K
|
18.3K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-155- 0.4% |
$9.62K - $10.9K
|
38.3K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-156- 1.22% |
$9.68K - $11K
|
12.6K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-158- 23.07% |
$9.81K - $11.1K
|
527
$40K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-161- 22.64% |
$9.99K - $11.4K
|
550
$41.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-172- 6.69% |
$10.7K - $12.1K
|
2.4K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-182- 0.57% |
$11.3K - $12.8K
|
31.6K
$2.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-185- 1.69% |
$11.5K - $13.1K
|
10.8K
$816K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-192- 4.31% |
$11.9K - $13.5K
|
4.26K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-195- 1.42% |
$12.1K - $13.8K
|
13.5K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 2.73% |
$12.4K - $14.1K
|
7.13K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 0.31% |
$12.4K - $14.1K
|
63.6K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-200- 55.56% |
$12.4K - $14.1K
|
160
$12.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-202- 3.5% |
$12.5K - $14.3K
|
5.56K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-202- 0.29% |
$12.5K - $14.3K
|
68.7K
$5.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-203- 0.58% |
$12.6K - $14.3K
|
34.6K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-206- 2.41% |
$12.8K - $14.5K
|
8.35K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-209- 9.81% |
$13K - $14.7K
|
1.92K
$146K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-210- 2.18% |
$13K - $14.8K
|
9.4K
$714K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-213- 2.97% |
$13.2K - $15K
|
6.95K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-223- 24.21% |
$13.8K - $15.7K
|
698
$53K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-226- 25.89% |
$14K - $15.9K
|
647
$49.1K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-230- 1.52% |
$14.3K - $16.2K
|
14.9K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-233- 4.71% |
$14.5K - $16.4K
|
4.72K
$358K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-235- 2.25% |
$14.6K - $16.6K
|
10.2K
$775K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-236- 17.15% |
$14.6K - $16.6K
|
1.14K
$86.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-237- 1.12% |
$14.7K - $16.7K
|
20.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-239- 4.2% |
$14.8K - $16.9K
|
5.45K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-240- 5.89% |
$14.9K - $16.9K
|
3.84K
$291K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-250- 5.94% |
$15.5K - $17.6K
|
3.96K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-250- 5.89% |
$15.5K - $17.6K
|
3.99K
$303K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-256- 5.09% |
$15.9K - $18.1K
|
4.78K
$363K
|