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 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
550+ 5.11% |
$34.1K - $38.8K
|
11.3K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
546+ 2.16% |
$33.9K - $38.5K
|
25.9K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
544+ 611.24% |
$33.8K - $38.4K
|
633
$48K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
539+ 5.1% |
$33.5K - $38K
|
11.1K
$843K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
533+ 3.02% |
$33.1K - $37.6K
|
18.2K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
530+ 17.45% |
$32.9K - $37.4K
|
3.57K
$271K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
495+ 15.0% |
$30.7K - $34.9K
|
3.79K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
480+ 2.49% |
$29.8K - $33.9K
|
19.8K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
479+ 2.88% |
$29.7K - $33.8K
|
17.1K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
476+ 13.77% |
$29.5K - $33.6K
|
3.93K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
473+ 29.86% |
$29.4K - $33.4K
|
2.06K
$156K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
466+ 6.81% |
$28.9K - $32.9K
|
7.31K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
452+ 5.2% |
$28.1K - $31.9K
|
9.15K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
451New |
$28K - $31.8K
|
451
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
443New |
$27.5K - $31.3K
|
443
$33.6K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
438+ 4.2% |
$27.2K - $30.9K
|
10.9K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
430+ 0.7% |
$26.7K - $30.3K
|
62K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
418+ 5.81% |
$25.9K - $29.5K
|
7.62K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
416+ 12.98% |
$25.8K - $29.3K
|
3.62K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
413+ 9.28% |
$25.6K - $29.1K
|
4.86K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
408+ 0.92% |
$25.3K - $28.8K
|
44.9K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
405+ 19.31% |
$25.1K - $28.6K
|
2.5K
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
402+ 2.73% |
$25K - $28.4K
|
15.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
400+ 11.23% |
$24.8K - $28.2K
|
3.96K
$301K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
400+ 3.73% |
$24.8K - $28.2K
|
11.1K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
398+ 3.09% |
$24.7K - $28.1K
|
13.3K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
398+ 2.52% |
$24.7K - $28.1K
|
16.2K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 31.37% |
$24.5K - $27.9K
|
1.65K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
394+ 7.32% |
$24.5K - $27.8K
|
5.78K
$438K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
385+ 3.55% |
$23.9K - $27.2K
|
11.2K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
383+ 957.5% |
$23.8K - $27K
|
423
$32.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
379+ 1.58% |
$23.5K - $26.7K
|
24.3K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
376+ 27.09% |
$23.3K - $26.5K
|
1.76K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
375+ 0.92% |
$23.3K - $26.5K
|
41.1K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
366+ 2.92% |
$22.7K - $25.8K
|
12.9K
$980K
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
365+ 10.57% |
$22.7K - $25.8K
|
3.82K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
364+ 1.91% |
$22.6K - $25.7K
|
19.5K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
355+ 10.5% |
$22K - $25K
|
3.74K
$284K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
346+ 0.58% |
$21.5K - $24.4K
|
60.1K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
346+ 5.1% |
$21.5K - $24.4K
|
7.13K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
344+ 4.58% |
$21.4K - $24.3K
|
7.85K
$596K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
342+ 4.29% |
$21.2K - $24.1K
|
8.31K
$631K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
335+ 6.99% |
$20.8K - $23.6K
|
5.13K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
335+ 7.95% |
$20.8K - $23.6K
|
4.55K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
327+ 9.17% |
$20.3K - $23.1K
|
3.89K
$296K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
323+ 9.89% |
$20K - $22.8K
|
3.59K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
322+ 60.98% |
$20K - $22.7K
|
850
$64.5K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
318New |
$19.7K - $22.4K
|
318
$24.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
314+ 3.22% |
$19.5K - $22.2K
|
10.1K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
313+ 4.46% |
$19.4K - $22.1K
|
7.33K
$557K
|