Purchases and Sales Made in Q1 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q1 2024. The information is specifically focused on institutions that hold shares of Constellation Energy Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
100+ 3.37% |
$11.1K - $18.7K
|
3.07K
$784K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
94+ 293.75% |
$10.5K - $17.6K
|
126
$32.2K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
91New |
$10.1K - $17K
|
91
$23.3K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
90+ 61.64% |
$10K - $16.9K
|
236
$60.3K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
90+ 1.5% |
$10K - $16.9K
|
6.1K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89+ 7.79% |
$9.92K - $16.7K
|
1.23K
$315K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
83New |
$9.25K - $15.5K
|
83
$21.2K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
81+ 0.61% |
$9.02K - $15.2K
|
13.3K
$3.39M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
80New |
$8.91K - $15K
|
80
$20.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
77+ 38.69% |
$8.58K - $14.4K
|
276
$70.6K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
77+ 0.12% |
$8.58K - $14.4K
|
66K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
74+ 5.27% |
$8.24K - $13.9K
|
1.48K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 0.77% |
$8.13K - $13.7K
|
9.55K
$2.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
69+ 0.8% |
$7.69K - $12.9K
|
8.69K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
68+ 107.94% |
$7.58K - $12.7K
|
131
$33.5K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
67+ 1.47% |
$7.46K - $12.5K
|
4.64K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65New |
$7.24K - $12.2K
|
65
$16.6K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
62New |
$6.91K - $11.6K
|
62
$15.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 2.3% |
$6.8K - $11.4K
|
2.72K
$695K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.09% |
$6.8K - $11.4K
|
2.98K
$762K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 5.16% |
$6.35K - $10.7K
|
1.16K
$297K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
53+ 1.71% |
$5.9K - $9.92K
|
3.15K
$806K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
50+ 2.27% |
$5.57K - $9.36K
|
2.26K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
50+ 0.89% |
$5.57K - $9.36K
|
5.68K
$1.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
50+ 12.79% |
$5.57K - $9.36K
|
441
$113K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
46+ 1.07% |
$5.12K - $8.61K
|
4.35K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
44+ 15.12% |
$4.9K - $8.24K
|
335
$85.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
43+ 1.2% |
$4.79K - $8.05K
|
3.63K
$927K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40+ 121.21% |
$4.46K - $7.49K
|
73
$18.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
38+ 0.06% |
$4.23K - $7.12K
|
62K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
38+ 7.65% |
$4.23K - $7.12K
|
535
$137K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 19.37% |
$4.12K - $6.93K
|
228
$58.3K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36+ 4.46% |
$4.01K - $6.74K
|
844
$216K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
33New |
$3.68K - $6.18K
|
33
$8.44K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 2.76% |
$3.45K - $5.81K
|
1.16K
$296K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
29New |
$3.23K - $5.43K
|
29
$7.41K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
29New |
$3.23K - $5.43K
|
29
$7.41K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
28+ 34.15% |
$3.12K - $5.24K
|
110
$28.1K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
28+ 0.26% |
$3.12K - $5.24K
|
10.7K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27+ 1.1% |
$3.01K - $5.06K
|
2.49K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27+ 1.31% |
$3.01K - $5.06K
|
2.08K
$532K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.07% |
$3.01K - $5.06K
|
2.55K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.26% |
$2.9K - $4.87K
|
10.1K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$2.79K - $4.68K
|
25
$6.39K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.79K - $4.68K
|
25
$6.39K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 0.9% |
$2.79K - $4.68K
|
2.81K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.94% |
$2.67K - $4.49K
|
2.58K
$659K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$2.67K - $4.49K
|
24
$6.14K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
22+ 6.3% |
$2.45K - $4.12K
|
371
$94.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 0.24% |
$2.23K - $3.75K
|
8.23K
$2.1M
|