Purchases and Sales Made in Q4 2025 in Carpenter Technology Corp (CRS)
This table provides information about the institutional ownership of Carpenter Technology Corp (CRS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
25.9KNew |
$6.16M - $8.59M
|
25.9K
$8.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
19.7KNew |
$4.7M - $6.55M
|
19.7K
$6.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
15.7K+ 26.05% |
$3.74M - $5.21M
|
76K
$25.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
9KNew |
$2.14M - $2.99M
|
9K
$2.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4.36KNew |
$1.04M - $1.45M
|
4.36K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
1.95K+ 15.18% |
$464K - $647K
|
14.8K
$4.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.73KNew |
$411K - $573K
|
1.73K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.03KNew |
$245K - $342K
|
1.03K
$340K
|
|
|
Jan 15, 2026
Q4 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1K+ 8.78% |
$238K - $332K
|
12.4K
$4.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
992New |
$236K - $329K
|
992
$328K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
840+ 5.85% |
$200K - $279K
|
15.2K
$5.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
806New |
$192K - $268K
|
806
$266K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
730New |
$174K - $242K
|
730
$241K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
696New |
$166K - $231K
|
696
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
670New |
$160K - $222K
|
670
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
653New |
$155K - $217K
|
653
$216K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
130+ 5.05% |
$31K - $43.2K
|
2.71K
$894K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
84+ 164.71% |
$20K - $27.9K
|
135
$44.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
55New |
$13.1K - $18.3K
|
55
$18.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
54New |
$12.9K - $17.9K
|
54
$17.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
47+ 0.19% |
$11.2K - $15.6K
|
25K
$8.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45+ 5.27% |
$10.7K - $14.9K
|
899
$297K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 57.33% |
$10.2K - $14.3K
|
118
$39K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 230.77% |
$7.14K - $9.96K
|
43
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 72.22% |
$6.19K - $8.63K
|
62
$20.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
17+ 566.67% |
$4.05K - $5.64K
|
20
$6.61K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9+ 0.62% |
$2.14K - $2.99K
|
1.46K
$483K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.29% |
$1.43K - $1.99K
|
2.1K
$693K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 100.0% |
$714 - $996
|
6
$1.98K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2New |
$476 - $664
|
2
$661
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
2+ 40.0% |
$476 - $664
|
7
$2.31K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 6.25% |
$238 - $332
|
15
$4.96K
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-11- 0.62% |
$2.62K - $3.65K
|
1.76K
$581K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-49- 28.65% |
$11.7K - $16.3K
|
122
$40.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-86- 1.23% |
$20.5K - $28.6K
|
6.88K
$2.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.72% |
$23.8K - $33.2K
|
13.8K
$4.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-150- 62.5% |
$35.7K - $49.8K
|
90
$29.7K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-183- 6.65% |
$43.6K - $60.8K
|
2.57K
$849K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-465- 16.1% |
$111K - $154K
|
2.42K
$801K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-668- 27.07% |
$159K - $222K
|
1.8K
$595K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-855- 6.62% |
$204K - $284K
|
12.1K
$3.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-993- 19.15% |
$236K - $330K
|
4.19K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 13.79% |
$568K - $792K
|
14.9K
$4.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22K- 4.0% |
$5.24M - $7.31M
|
528K
$175M
|
|