Purchases and Sales Made in Q2 2025 in Carpenter Technology Corp (CRS)
This table provides information about the institutional ownership of Carpenter Technology Corp (CRS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
109+ 0.32% |
$16.5K - $30.1K
|
34K
$8.75M
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
109+ 1.07% |
$16.5K - $30.1K
|
10.3K
$2.64M
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
101+ 6.22% |
$15.3K - $27.9K
|
1.73K
$444K
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
84+ 12.1% |
$12.7K - $23.2K
|
778
$200K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
75New |
$11.3K - $20.7K
|
75
$19.3K
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
75New |
$11.3K - $20.7K
|
75
$19.3K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
69+ 197.14% |
$10.4K - $19.1K
|
104
$26.8K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
66New |
$9.99K - $18.2K
|
66
$17K
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
64New |
$9.68K - $17.7K
|
64
$16.5K
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
61+ 7.66% |
$9.23K - $16.9K
|
857
$221K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
58New |
$8.78K - $16K
|
58
$14.9K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 175.76% |
$8.78K - $16K
|
91
$23.4K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 137.84% |
$7.72K - $14.1K
|
88
$22.6K
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
50New |
$7.57K - $13.8K
|
50
$12.9K
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
49+ 0.08% |
$7.41K - $13.5K
|
60.8K
$15.7M
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
45New |
$6.81K - $12.4K
|
45
$11.6K
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
43+ 3.03% |
$6.51K - $11.9K
|
1.46K
$376K
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
42+ 3.33% |
$6.35K - $11.6K
|
1.3K
$336K
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
40+ 3.33% |
$6.05K - $11.1K
|
1.24K
$319K
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
40+ 4.99% |
$6.05K - $11.1K
|
842
$217K
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 1.61% |
$4.24K - $7.74K
|
1.77K
$456K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 833.33% |
$3.78K - $6.91K
|
28
$7.2K
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
24+ 1.23% |
$3.63K - $6.63K
|
1.97K
$508K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23+ 0.37% |
$3.48K - $6.36K
|
6.23K
$1.6M
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
19+ 0.17% |
$2.87K - $5.25K
|
11.2K
$2.89M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
17New |
$2.57K - $4.7K
|
17
$4.37K
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
14+ 3.5% |
$2.12K - $3.87K
|
414
$107K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 433.33% |
$1.97K - $3.59K
|
16
$4.12K
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.59% |
$1.97K - $3.59K
|
2.22K
$572K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13New |
$1.97K - $3.59K
|
13
$3.35K
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 0.93% |
$1.66K - $3.04K
|
1.19K
$307K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 4.78% |
$1.66K - $3.04K
|
241
$62K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10New |
$1.51K - $2.76K
|
10
$2.57K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.51K - $2.76K
|
10
$2.57K
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9+ 69.23% |
$1.36K - $2.49K
|
22
$5.66K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.6% |
$1.36K - $2.49K
|
1.52K
$391K
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.07% |
$1.21K - $2.21K
|
11.1K
$2.86M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 46.67% |
$1.06K - $1.93K
|
22
$5.66K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
6+ 6.32% |
$908 - $1.66K
|
101
$26K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 200.0% |
$908 - $1.66K
|
9
$2.32K
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
5+ 0.01% |
$757 - $1.38K
|
36.8K
$9.46M
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
5+ 500.0% |
$757 - $1.38K
|
6
$1.54K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 11.11% |
$757 - $1.38K
|
50
$12.9K
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.18% |
$605 - $1.11K
|
2.18K
$561K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$454 - $829
|
5
$1.29K
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$454 - $829
|
3
$772
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 6.82% |
$454 - $829
|
47
$12.1K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.76% |
$454 - $829
|
173
$44.5K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$454 - $829
|
3
$772
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.72% |
$454 - $829
|
419
$108K
|