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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-436- 5.36% |
$27.1K - $30.8K
|
7.69K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-437- 5.86% |
$27.1K - $30.8K
|
7.02K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-451- 8.28% |
$28K - $31.8K
|
5K
$379K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-462- 5.2% |
$28.7K - $32.6K
|
8.42K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-475- 7.11% |
$29.5K - $33.5K
|
6.21K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-485- 5.1% |
$30.1K - $34.2K
|
9.02K
$685K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-486- 1.19% |
$30.2K - $34.3K
|
40.2K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-489- 36.74% |
$30.4K - $34.5K
|
842
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-490- 22.95% |
$30.4K - $34.6K
|
1.65K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-495- 99.0% |
$30.7K - $34.9K
|
5
$379
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-495- 99.0% |
$30.7K - $34.9K
|
5
$379
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-497- 0.34% |
$30.8K - $35.1K
|
147K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 5.26% |
$31K - $35.3K
|
9K
$683K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-500- 2.95% |
$31K - $35.3K
|
16.4K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-500- 7.39% |
$31K - $35.3K
|
6.27K
$475K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-504- 2.19% |
$31.3K - $35.6K
|
22.6K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-521- 66.88% |
$32.3K - $36.8K
|
258
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-522- 11.22% |
$32.4K - $36.8K
|
4.13K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-526- 8.2% |
$32.6K - $37.1K
|
5.89K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 0.44% |
$33.2K - $37.7K
|
120K
$9.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-545- 12.24% |
$33.8K - $38.4K
|
3.91K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-568- 3.17% |
$35.3K - $40.1K
|
17.4K
$1.32M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-571- 5.56% |
$35.4K - $40.3K
|
9.7K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-594- 5.07% |
$36.9K - $41.9K
|
11.1K
$845K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-600- 13.19% |
$37.2K - $42.3K
|
3.95K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-600- 12.31% |
$37.2K - $42.3K
|
4.28K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-602- 10.68% |
$37.4K - $42.5K
|
5.03K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-607- 7.58% |
$37.7K - $42.8K
|
7.41K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-621- 16.06% |
$38.5K - $43.8K
|
3.25K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-632- 1.38% |
$39.2K - $44.6K
|
45K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-633- 2.39% |
$39.3K - $44.7K
|
25.9K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-639- 5.14% |
$39.7K - $45.1K
|
11.8K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-650- 8.29% |
$40.3K - $45.9K
|
7.19K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-655- 12.04% |
$40.7K - $46.2K
|
4.79K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-655- 0.48% |
$40.7K - $46.2K
|
135K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-667- 3.35% |
$41.4K - $47.1K
|
19.2K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-685- 5.24% |
$42.5K - $48.3K
|
12.4K
$939K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-698- 4.94% |
$43.3K - $49.2K
|
13.4K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-700- 2.75% |
$43.4K - $49.4K
|
24.8K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-713- 2.64% |
$44.3K - $50.3K
|
26.3K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-717- 11.07% |
$44.5K - $50.6K
|
5.76K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-722- 15.59% |
$44.8K - $50.9K
|
3.91K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-725- 1.19% |
$45K - $51.1K
|
59.9K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-728- 10.35% |
$45.2K - $51.4K
|
6.31K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-746- 11.35% |
$46.3K - $52.6K
|
5.83K
$442K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-750- 3.27% |
$46.6K - $52.9K
|
22.2K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-762- 3.09% |
$47.3K - $53.8K
|
23.9K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-779- 5.87% |
$48.4K - $55K
|
12.5K
$949K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-799- 17.12% |
$49.6K - $56.4K
|
3.87K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 11.89% |
$49.7K - $56.4K
|
5.93K
$450K
|