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
|
Versor Investments LP
|
BUY
|
- |
1.05K+ 27.71% |
$65.4K - $74.3K
|
4.85K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.04K+ 621.43% |
$64.8K - $73.7K
|
1.21K
$92K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 5.49% |
$62.6K - $71.2K
|
19.4K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 34.01% |
$62.5K - $71K
|
3.97K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
978+ 1.07% |
$60.7K - $69K
|
92.5K
$7.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
971+ 1.56% |
$60.3K - $68.5K
|
63.2K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
968+ 0.8% |
$60.1K - $68.3K
|
121K
$9.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
937+ 0.51% |
$58.2K - $66.1K
|
185K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
916+ 0.89% |
$56.9K - $64.6K
|
104K
$7.88M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
913+ 0.27% |
$56.7K - $64.4K
|
333K
$25.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
900+ 26.65% |
$55.9K - $63.5K
|
4.28K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
890+ 16.88% |
$55.2K - $62.8K
|
6.16K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
882New |
$54.7K - $62.2K
|
882
$66.9K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
869+ 5.15% |
$53.9K - $61.3K
|
17.7K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
867+ 4.33% |
$53.8K - $61.2K
|
20.9K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
866+ 13.37% |
$53.8K - $61.1K
|
7.34K
$557K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
844New |
$52.4K - $59.5K
|
844
$64.1K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
835New |
$51.8K - $58.9K
|
835
$63.4K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
832+ 15.31% |
$51.6K - $58.7K
|
6.27K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
816+ 0.76% |
$50.6K - $57.6K
|
108K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
806+ 7.34% |
$50K - $56.9K
|
11.8K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
802+ 11.44% |
$49.8K - $56.6K
|
7.81K
$593K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
746+ 2.1% |
$46.3K - $52.6K
|
36.2K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
745+ 0.82% |
$46.2K - $52.6K
|
91.9K
$6.97M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
737+ 6.41% |
$45.7K - $52K
|
12.2K
$929K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
708+ 9.59% |
$43.9K - $49.9K
|
8.09K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
703+ 0.58% |
$43.6K - $49.6K
|
123K
$9.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
690+ 17.74% |
$42.8K - $48.7K
|
4.58K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
682+ 13.74% |
$42.3K - $48.1K
|
5.65K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
680+ 3.14% |
$42.2K - $48K
|
22.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
671+ 0.68% |
$41.6K - $47.3K
|
100K
$7.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
663+ 20.49% |
$41.2K - $46.8K
|
3.9K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
663+ 27.53% |
$41.2K - $46.8K
|
3.07K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
646+ 1.36% |
$40.1K - $45.6K
|
48.3K
$3.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
641+ 5.79% |
$39.8K - $45.2K
|
11.7K
$889K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
631+ 10.54% |
$39.2K - $44.5K
|
6.62K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
629+ 4.31% |
$39K - $44.4K
|
15.2K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
614+ 8.66% |
$38.1K - $43.3K
|
7.7K
$585K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
603+ 153.44% |
$37.4K - $42.5K
|
996
$75.6K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
602New |
$37.4K - $42.5K
|
602
$45.7K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
600New |
$37.2K - $42.3K
|
600
$45.5K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
600+ 15.0% |
$37.2K - $42.3K
|
4.6K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
589+ 15.15% |
$36.6K - $41.6K
|
4.48K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
583+ 2.05% |
$36.2K - $41.1K
|
29.1K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
582+ 3.38% |
$36.1K - $41.1K
|
17.8K
$1.35M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
573+ 5.77% |
$35.6K - $40.4K
|
10.5K
$797K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
571+ 18.08% |
$35.4K - $40.3K
|
3.73K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
570+ 78.08% |
$35.4K - $40.2K
|
1.3K
$98.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
565+ 5.1% |
$35.1K - $39.9K
|
11.6K
$884K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
564+ 5.17% |
$35K - $39.8K
|
11.5K
$871K
|