Purchases and Sales Made in Q4 2023 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
16+ 14.41% |
$1.68K - $2.02K
|
127
$28.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 1.89% |
$1.57K - $1.9K
|
808
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
553
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
14+ 0.44% |
$1.47K - $1.77K
|
3.19K
$724K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14+ 0.02% |
$1.47K - $1.77K
|
71.9K
$16.3M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
553
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
14+ 2.6% |
$1.47K - $1.77K
|
552
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
14+ 8.64% |
$1.47K - $1.77K
|
176
$40K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$1.36K - $1.64K
|
13
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
13+ 0.67% |
$1.36K - $1.64K
|
1.97K
$446K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.26K - $1.52K
|
12
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 0.43% |
$1.26K - $1.52K
|
2.79K
$633K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.61% |
$1.26K - $1.52K
|
1.98K
$450K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$1.15K - $1.39K
|
11
$2.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11New |
$1.15K - $1.39K
|
11
$2.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.15K - $1.39K
|
4.34K
$984K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 1.61% |
$1.05K - $1.27K
|
633
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 4.46% |
$733 - $886
|
164
$37.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
7+ 2.44% |
$733 - $886
|
294
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 4.73% |
$733 - $886
|
155
$35.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.28% |
$733 - $886
|
2.5K
$568K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.37% |
$628 - $759
|
1.64K
$373K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.19% |
$524 - $633
|
2.66K
$604K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 10.64% |
$524 - $633
|
52
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.13% |
$524 - $633
|
3.94K
$895K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$419 - $506
|
2.19K
$497K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.91% |
$419 - $506
|
444
$101K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4+ 0.1% |
$419 - $506
|
3.99K
$905K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$419 - $506
|
2.18K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 10.81% |
$419 - $506
|
41
$9.31K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.65% |
$314 - $380
|
462
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.25% |
$314 - $380
|
1.19K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3New |
$314 - $380
|
3
$681
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.53% |
$314 - $380
|
574
$130K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.3% |
$209 - $253
|
676
$153K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
2+ 0.1% |
$209 - $253
|
1.93K
$437K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2New |
$209 - $253
|
2
$454
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$209 - $253
|
1.93K
$438K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 10.53% |
$209 - $253
|
21
$4.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.12% |
$105 - $127
|
804
$183K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.16% |
$105 - $127
|
639
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.43% |
$105 - $127
|
231
$52.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.54% |
$105 - $127
|
186
$42.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 3.7% |
$105 - $127
|
28
$6.36K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.31% |
$105 - $127
|
320
$72.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.32% |
$105 - $127
|
314
$71.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2- 4.0% |
$209 - $253
|
48
$10.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2- 0.02% |
$209 - $253
|
8.62K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 50.0% |
$209 - $253
|
2
$454
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2- 25.0% |
$209 - $253
|
6
$1.36K
|