Purchases and Sales Made in Q3 2023 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$728 - $900
|
8
$1.82K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.32% |
$728 - $900
|
2.48K
$563K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.75% |
$728 - $900
|
1.07K
$244K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.24% |
$637 - $787
|
571
$130K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$546 - $675
|
16.1K
$3.65M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 11.9% |
$455 - $562
|
47
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.09% |
$455 - $562
|
5.31K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.02% |
$455 - $562
|
26.8K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.1% |
$364 - $450
|
3.94K
$894K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$364 - $450
|
4
$908
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3+ 0.12% |
$273 - $337
|
2.58K
$586K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$182 - $225
|
3.65K
$829K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.37% |
$182 - $225
|
538
$122K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.44% |
$91 - $112
|
230
$52.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.31% |
$91 - $112
|
319
$72.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1+ 0.02% |
$91 - $112
|
5.02K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$91 - $112
|
1
$227
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$91 - $112
|
2.77K
$629K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$91 - $112
|
2.21K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-1- 0.01% |
$91 - $112
|
9.39K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 2.78% |
$91 - $112
|
35
$7.95K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 12.5% |
$182 - $225
|
14
$3.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.21% |
$455 - $562
|
2.38K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.17% |
$455 - $562
|
2.99K
$680K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6- 0.11% |
$546 - $675
|
5.67K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 1.18% |
$546 - $675
|
503
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 3.96% |
$728 - $900
|
194
$44K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 0.9% |
$819 - $1.01K
|
994
$226K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-11- 0.77% |
$1K - $1.24K
|
1.42K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-13- 0.52% |
$1.18K - $1.46K
|
2.46K
$559K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16- 0.37% |
$1.46K - $1.8K
|
4.3K
$976K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 36.36% |
$1.46K - $1.8K
|
28
$6.36K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18- 0.44% |
$1.64K - $2.02K
|
4.1K
$932K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18- 0.44% |
$1.64K - $2.02K
|
4.1K
$932K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.47% |
$1.91K - $2.36K
|
1.41K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 0.11% |
$2.18K - $2.7K
|
22.4K
$5.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 11.16% |
$2.28K - $2.81K
|
199
$45.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-30- 1.23% |
$2.73K - $3.37K
|
2.4K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.9% |
$2.73K - $3.37K
|
3.3K
$749K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-32- 0.52% |
$2.91K - $3.6K
|
6.15K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 1.27% |
$2.91K - $3.6K
|
2.49K
$566K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-32- 0.54% |
$2.91K - $3.6K
|
5.84K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-33- 5.52% |
$3K - $3.71K
|
565
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-36- 41.86% |
$3.28K - $4.05K
|
50
$11.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-36- 38.3% |
$3.28K - $4.05K
|
58
$13.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-37- 0.55% |
$3.37K - $4.16K
|
6.74K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-38- 0.24% |
$3.46K - $4.27K
|
15.7K
$3.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-41- 1.29% |
$3.73K - $4.61K
|
3.14K
$714K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42- 1.83% |
$3.82K - $4.72K
|
2.25K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-44- 1.45% |
$4K - $4.95K
|
2.98K
$677K
|