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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.14% |
$303 - $553
|
1.45K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 100.0% |
$303 - $553
|
4
$1.03K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 5.13% |
$303 - $553
|
41
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
2+ 0.17% |
$303 - $553
|
1.21K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1New |
$151 - $276
|
1
$257
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1+ 0.09% |
$151 - $276
|
1.17K
$301K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.4% |
$151 - $276
|
248
$63.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$151 - $276
|
3
$772
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 1.82% |
$151 - $276
|
54
$13.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2- 0.1% |
$303 - $553
|
2.01K
$516K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 0.46% |
$454 - $829
|
648
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4- 0.16% |
$605 - $1.11K
|
2.43K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 22.22% |
$605 - $1.11K
|
14
$3.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$757 - $1.38K
|
7
$1.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-8- 4.88% |
$1.21K - $2.21K
|
156
$40.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-13- 16.46% |
$1.97K - $3.59K
|
66
$17K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-15- 1.06% |
$2.27K - $4.15K
|
1.4K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-23- 1.41% |
$3.48K - $6.36K
|
1.61K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 1.88% |
$4.39K - $8.02K
|
1.51K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-30- 0.06% |
$4.54K - $8.29K
|
49K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 3.11% |
$4.54K - $8.29K
|
934
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-32- 1.5% |
$4.84K - $8.84K
|
2.1K
$540K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-33- 9.19% |
$4.99K - $9.12K
|
326
$83.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37- 15.48% |
$5.6K - $10.2K
|
202
$52K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-44- 1.66% |
$6.66K - $12.2K
|
2.6K
$669K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-48- 68.57% |
$7.26K - $13.3K
|
22
$5.66K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-55- 11.34% |
$8.32K - $15.2K
|
430
$111K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-58- 2.99% |
$8.78K - $16K
|
1.88K
$484K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-64- 3.13% |
$9.68K - $17.7K
|
1.98K
$509K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-76- 4.34% |
$11.5K - $21K
|
1.68K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-89- 7.67% |
$13.5K - $24.6K
|
1.07K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-99- 0.12% |
$15K - $27.4K
|
84.8K
$21.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-101- 9.12% |
$15.3K - $27.9K
|
1.01K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
SELL
|
- |
-103- 0.8% |
$15.6K - $28.5K
|
12.9K
$3.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-115- 2.13% |
$17.4K - $31.8K
|
5.27K
$1.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-148- 1.16% |
$22.4K - $40.9K
|
12.6K
$3.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-150- 3.66% |
$22.7K - $41.5K
|
3.95K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 5.57% |
$23K - $42K
|
2.58K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-163- 2.16% |
$24.7K - $45K
|
7.38K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-165- 1.43% |
$25K - $45.6K
|
11.4K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-167- 33.4% |
$25.3K - $46.2K
|
333
$85.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-175- 3.94% |
$26.5K - $48.4K
|
4.27K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-176- 4.71% |
$26.6K - $48.6K
|
3.56K
$917K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-207- 9.88% |
$31.3K - $57.2K
|
1.89K
$486K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-222- 19.65% |
$33.6K - $61.4K
|
908
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-230- 9.02% |
$34.8K - $63.6K
|
2.32K
$597K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-230- 1.47% |
$34.8K - $63.6K
|
15.4K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-234- 4.12% |
$35.4K - $64.7K
|
5.44K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-241- 1.08% |
$36.5K - $66.6K
|
22.1K
$5.68M
|