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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.7KNew |
$230K - $261K
|
3.7K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.69KNew |
$229K - $260K
|
3.69K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.56KNew |
$221K - $251K
|
3.56K
$270K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.49K+ 17.4% |
$217K - $246K
|
23.5K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 3.83% |
$216K - $246K
|
94.3K
$7.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.46KNew |
$215K - $244K
|
3.46K
$263K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.42KNew |
$213K - $242K
|
3.42K
$260K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.4KNew |
$211K - $240K
|
3.4K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.33K+ 30.63% |
$207K - $235K
|
14.2K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.23K+ 1.0% |
$201K - $228K
|
328K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
3.23KNew |
$200K - $228K
|
3.23K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.2K+ 1.13% |
$198K - $225K
|
287K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.18K+ 3.12% |
$197K - $224K
|
105K
$7.96M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.17KNew |
$197K - $224K
|
3.17K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
3.17K+ 2.8% |
$197K - $224K
|
116K
$8.82M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.1K+ 5.02% |
$192K - $218K
|
64.7K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.09K+ 9.15% |
$192K - $218K
|
36.9K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.09K+ 43.03% |
$191K - $218K
|
10.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3KNew |
$186K - $212K
|
3K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 51.49% |
$186K - $211K
|
8.81K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.9K+ 2320.8% |
$180K - $205K
|
3.03K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.88K+ 3.83% |
$179K - $203K
|
78K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.83K+ 1.6% |
$175K - $199K
|
180K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
2.79KNew |
$173K - $197K
|
2.79K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.77K+ 10.68% |
$172K - $196K
|
28.8K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.69K+ 3.49% |
$167K - $190K
|
79.8K
$6.05M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.64KNew |
$164K - $186K
|
2.64K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.59K+ 2.39% |
$161K - $183K
|
111K
$8.41M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.58K+ 14.48% |
$160K - $182K
|
20.4K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.57K+ 36.23% |
$160K - $181K
|
9.66K
$733K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 1.05% |
$157K - $179K
|
245K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.53K+ 45.17% |
$157K - $178K
|
8.12K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.49KNew |
$154K - $176K
|
2.49K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 14.05% |
$154K - $175K
|
20.2K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.43K+ 3.91% |
$151K - $171K
|
64.4K
$4.89M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.42K+ 10.17% |
$150K - $170K
|
26.2K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.38K+ 6.88% |
$147K - $168K
|
36.9K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.37K+ 8.17% |
$147K - $167K
|
31.4K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.3K+ 251.04% |
$143K - $162K
|
3.21K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.22K+ 35.28% |
$137K - $156K
|
8.49K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
2.21K+ 4.77% |
$137K - $156K
|
48.6K
$3.69M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.2K+ 1.97% |
$136K - $155K
|
114K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.08K+ 4.47% |
$129K - $147K
|
48.7K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
2.08K+ 1.35% |
$129K - $147K
|
156K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.07K+ 11.13% |
$129K - $146K
|
20.7K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.05K+ 56.83% |
$127K - $145K
|
5.66K
$430K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.02K+ 2.55% |
$126K - $143K
|
81.4K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.01KNew |
$125K - $142K
|
2.01K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2K+ 15.46% |
$124K - $141K
|
14.9K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.98K+ 54.31% |
$123K - $140K
|
5.62K
$427K
|