Purchases and Sales Made in Q4 2024 in Carpenter Technology Corp (CRS)
This table provides information about the institutional ownership of Carpenter Technology Corp (CRS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 11.87% |
$10.6K - $13.9K
|
669
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 2.68% |
$9.42K - $12.4K
|
2.42K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61New |
$9.12K - $12K
|
61
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
44New |
$6.58K - $8.63K
|
44
$9.15K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 2.7% |
$5.68K - $7.45K
|
1.45K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.74% |
$5.53K - $7.26K
|
5.06K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37New |
$5.53K - $7.26K
|
37
$7.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33New |
$4.93K - $6.47K
|
33
$6.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.06% |
$4.63K - $6.08K
|
49.1K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$4.63K - $6.08K
|
31
$6.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
30New |
$4.49K - $5.88K
|
30
$6.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 6.45% |
$3.29K - $4.32K
|
363
$75.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22+ 1.07% |
$3.29K - $4.32K
|
2.09K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
21+ 23.08% |
$3.14K - $4.12K
|
112
$23.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.69K - $3.53K
|
18
$3.74K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
18+ 0.31% |
$2.69K - $3.53K
|
5.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18New |
$2.69K - $3.53K
|
18
$3.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
15New |
$2.24K - $2.94K
|
15
$3.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$2.24K - $2.94K
|
15
$3.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 43.75% |
$2.09K - $2.75K
|
46
$9.57K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13New |
$1.94K - $2.55K
|
13
$2.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 19.35% |
$1.79K - $2.35K
|
74
$15.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 33.33% |
$1.64K - $2.16K
|
44
$9.15K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 64.71% |
$1.64K - $2.16K
|
28
$5.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.83% |
$1.64K - $2.16K
|
1.34K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 37.04% |
$1.5K - $1.96K
|
37
$7.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 10.2% |
$748 - $981
|
54
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 50.0% |
$598 - $785
|
12
$2.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$449 - $588
|
3
$624
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 9.68% |
$449 - $588
|
34
$7.07K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$449 - $588
|
3
$624
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3New |
$449 - $588
|
3
$624
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$299 - $392
|
12K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$299 - $392
|
12
$2.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$299 - $392
|
2
$416
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 12.5% |
$299 - $392
|
18
$3.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.77% |
$299 - $392
|
55
$11.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$299 - $392
|
2
$416
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$150 - $196
|
1
$208
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 4.0% |
$150 - $196
|
26
$5.41K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$150 - $196
|
1
$208
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1+ 2.08% |
$150 - $196
|
49
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 3.33% |
$150 - $196
|
29
$6.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 16.67% |
$299 - $392
|
10
$2.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4- 0.18% |
$598 - $785
|
2.16K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 6.78% |
$1.2K - $1.57K
|
110
$22.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 17.65% |
$2.24K - $2.94K
|
70
$14.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-16- 9.88% |
$2.39K - $3.14K
|
146
$30.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17- 0.27% |
$2.54K - $3.33K
|
6.35K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-23- 0.38% |
$3.44K - $4.51K
|
5.98K
$1.24M
|