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 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
120New |
$17.9K - $23.5K
|
120
$30.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
120+ 6.23% |
$17.9K - $23.5K
|
2.05K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
115+ 1.19% |
$17.2K - $22.6K
|
9.8K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
109+ 23.49% |
$16.3K - $21.4K
|
573
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
107New |
$16K - $21K
|
107
$27.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
101New |
$15.1K - $19.8K
|
101
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
100+ 5.88% |
$15K - $19.6K
|
1.8K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95+ 4.58% |
$14.2K - $18.6K
|
2.17K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91New |
$13.6K - $17.8K
|
91
$23.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
91New |
$13.6K - $17.8K
|
91
$23.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
78+ 5.41% |
$11.7K - $15.3K
|
1.52K
$391K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
75New |
$11.2K - $14.7K
|
75
$19.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71+ 11.87% |
$10.6K - $13.9K
|
669
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63+ 2.68% |
$9.42K - $12.4K
|
2.42K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61New |
$9.12K - $12K
|
61
$15.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
44New |
$6.58K - $8.63K
|
44
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
38+ 2.7% |
$5.68K - $7.45K
|
1.45K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.74% |
$5.53K - $7.26K
|
5.06K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
37New |
$5.53K - $7.26K
|
37
$9.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33New |
$4.93K - $6.47K
|
33
$8.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
31+ 0.06% |
$4.63K - $6.08K
|
49.1K
$12.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
31New |
$4.63K - $6.08K
|
31
$7.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
30New |
$4.49K - $5.88K
|
30
$7.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22+ 1.07% |
$3.29K - $4.32K
|
2.09K
$537K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 6.45% |
$3.29K - $4.32K
|
363
$93.4K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
21+ 23.08% |
$3.14K - $4.12K
|
112
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$2.69K - $3.53K
|
18
$4.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18New |
$2.69K - $3.53K
|
18
$4.63K
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
18+ 0.31% |
$2.69K - $3.53K
|
5.8K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
15New |
$2.24K - $2.94K
|
15
$3.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
15New |
$2.24K - $2.94K
|
15
$3.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14+ 43.75% |
$2.09K - $2.75K
|
46
$11.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13New |
$1.94K - $2.55K
|
13
$3.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
12+ 19.35% |
$1.79K - $2.35K
|
74
$19K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 64.71% |
$1.64K - $2.16K
|
28
$7.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 33.33% |
$1.64K - $2.16K
|
44
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.83% |
$1.64K - $2.16K
|
1.34K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 37.04% |
$1.5K - $1.96K
|
37
$9.52K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 10.2% |
$748 - $981
|
54
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 50.0% |
$598 - $785
|
12
$3.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3New |
$449 - $588
|
3
$772
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3New |
$449 - $588
|
3
$772
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 9.68% |
$449 - $588
|
34
$8.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$449 - $588
|
3
$772
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2New |
$299 - $392
|
2
$515
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.02% |
$299 - $392
|
12K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 3.77% |
$299 - $392
|
55
$14.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 20.0% |
$299 - $392
|
12
$3.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 12.5% |
$299 - $392
|
18
$4.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$299 - $392
|
2
$515
|