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 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.98K+ 16.06% |
$123K - $140K
|
14.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.97K+ 808.2% |
$122K - $139K
|
2.22K
$168K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.96K+ 16.07% |
$122K - $138K
|
14.2K
$1.08M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.94K+ 3.47% |
$121K - $137K
|
57.9K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.93K+ 35.96% |
$120K - $136K
|
7.29K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.93K+ 57.37% |
$120K - $136K
|
5.28K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.87K+ 32.22% |
$116K - $132K
|
7.68K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 11.29% |
$115K - $131K
|
18.3K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.85KNew |
$115K - $130K
|
1.85K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.78K+ 12.27% |
$110K - $125K
|
16.3K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.78K+ 9.43% |
$110K - $125K
|
20.6K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.75K+ 8.06% |
$109K - $124K
|
23.5K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.72K+ 1.43% |
$107K - $121K
|
123K
$9.3M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.72KNew |
$107K - $121K
|
1.72K
$130K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.72K+ 57.96% |
$107K - $121K
|
4.68K
$355K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.68K+ 26.31% |
$104K - $119K
|
8.07K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.68KNew |
$104K - $118K
|
1.68K
$127K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.66K+ 166400.0% |
$103K - $117K
|
1.67K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.66K+ 4.35% |
$103K - $117K
|
39.7K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.65KNew |
$102K - $116K
|
1.65K
$125K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.62K+ 4.0% |
$101K - $114K
|
42.2K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.61K+ 7.93% |
$100K - $114K
|
22K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.57K+ 4.9% |
$97.2K - $110K
|
33.5K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.56K+ 10.09% |
$97K - $110K
|
17.1K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.53K+ 6.51% |
$94.9K - $108K
|
25K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.53K+ 38.21% |
$94.7K - $108K
|
5.52K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.5K+ 9.27% |
$93K - $106K
|
17.7K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 20.15% |
$91.2K - $104K
|
8.76K
$665K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.42K+ 2.72% |
$88.3K - $100K
|
53.8K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.41K+ 10.1% |
$87.3K - $99.2K
|
15.3K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.4K+ 8.29% |
$86.9K - $98.8K
|
18.3K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.37K+ 14.71% |
$85.2K - $96.9K
|
10.7K
$813K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 2.38% |
$85.2K - $96.8K
|
59K
$4.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
1.35K+ 16.36% |
$83.6K - $95K
|
9.58K
$727K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.35K+ 16.9% |
$83.5K - $94.9K
|
9.3K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.32K+ 7.98% |
$81.9K - $93.1K
|
17.9K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.29K+ 8.24% |
$80.1K - $91K
|
16.9K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.22K+ 7.76% |
$75.7K - $86K
|
16.9K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.22K+ 16.47% |
$75.5K - $85.9K
|
8.61K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2K+ 16.64% |
$74.3K - $84.4K
|
8.39K
$637K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.19KNew |
$73.6K - $83.6K
|
1.19K
$89.9K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.18K+ 3.33% |
$73.2K - $83.2K
|
36.6K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.18K+ 1.05% |
$73.1K - $83.1K
|
113K
$8.58M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.15K+ 5.28% |
$71.2K - $80.9K
|
22.9K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.15K+ 13.89% |
$71.1K - $80.9K
|
9.4K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.15K+ 0.32% |
$71.1K - $80.8K
|
363K
$27.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.12K+ 2.13% |
$69.6K - $79.1K
|
53.7K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.12K+ 1.11% |
$69.3K - $78.8K
|
102K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 3.87% |
$67.3K - $76.5K
|
29.1K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.08K+ 8.33% |
$66.8K - $75.9K
|
14K
$1.06M
|