Purchases and Sales Made in Q1 2025 in Carpenter Technology Corp (CRS)
This table provides information about the institutional ownership of Carpenter Technology Corp (CRS) during Q1 2025. The information is specifically focused on institutions that hold shares of CARPENTER TECHNOLOGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
77+ 6.07% |
$13.3K - $16.4K
|
1.35K
$346K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
77+ 27.3% |
$13.3K - $16.4K
|
359
$92.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77+ 50.33% |
$13.3K - $16.4K
|
230
$59.2K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
67+ 3350.0% |
$11.6K - $14.2K
|
69
$17.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
58+ 3.91% |
$10K - $12.3K
|
1.54K
$397K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 14.6% |
$9.14K - $11.3K
|
416
$107K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50+ 71.43% |
$8.62K - $10.6K
|
120
$30.9K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
48New |
$8.27K - $10.2K
|
48
$12.4K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
46+ 11.95% |
$7.93K - $9.78K
|
431
$111K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
45New |
$7.76K - $9.56K
|
45
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
38+ 0.29% |
$6.55K - $8.08K
|
13K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33New |
$5.69K - $7.01K
|
33
$8.49K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
33+ 2.17% |
$5.69K - $7.01K
|
1.55K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.25% |
$4.83K - $5.95K
|
11.1K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
26New |
$4.48K - $5.53K
|
26
$6.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25+ 0.93% |
$4.31K - $5.31K
|
2.72K
$701K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
22New |
$3.79K - $4.68K
|
22
$5.66K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
21+ 28.38% |
$3.62K - $4.46K
|
95
$24.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 38.89% |
$3.62K - $4.46K
|
75
$19.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
19+ 0.15% |
$3.28K - $4.04K
|
12.7K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19New |
$3.28K - $4.04K
|
19
$4.89K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19+ 1.36% |
$3.28K - $4.04K
|
1.42K
$365K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18+ 54.55% |
$3.1K - $3.83K
|
51
$13.1K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
18+ 29.51% |
$3.1K - $3.83K
|
79
$20.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$2.59K - $3.19K
|
15
$3.86K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
15+ 28.85% |
$2.59K - $3.19K
|
67
$17.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
15+ 50.0% |
$2.59K - $3.19K
|
45
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
13New |
$2.24K - $2.76K
|
13
$3.35K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 333.33% |
$1.72K - $2.13K
|
13
$3.35K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.43% |
$1.55K - $1.91K
|
2.1K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 25.0% |
$1.21K - $1.49K
|
35
$9.01K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6+ 0.42% |
$1.03K - $1.28K
|
1.45K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5New |
$862 - $1.06K
|
5
$1.29K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 14.71% |
$862 - $1.06K
|
39
$10K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.18% |
$690 - $850
|
2.18K
$560K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$517 - $638
|
3
$772
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$517 - $638
|
3
$772
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3New |
$517 - $638
|
3
$772
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3New |
$517 - $638
|
3
$772
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3New |
$517 - $638
|
3
$772
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 20.0% |
$345 - $425
|
12
$3.09K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 5.88% |
$345 - $425
|
36
$9.26K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$345 - $425
|
2
$515
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$345 - $425
|
2
$515
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2+ 0.16% |
$345 - $425
|
1.22K
$314K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$172 - $213
|
13
$3.35K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.91% |
$172 - $213
|
111
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1New |
$172 - $213
|
1
$257
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1New |
$172 - $213
|
1
$257
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$172 - $213
|
1
$257
|