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 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
103+ 4.19% |
$11.5K - $19.3K
|
2.56K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
103+ 0.75% |
$11.5K - $19.3K
|
13.9K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
100+ 3.37% |
$11.1K - $18.7K
|
3.07K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 20.0% |
$11.1K - $18.7K
|
600
$123K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
94+ 293.75% |
$10.5K - $17.6K
|
126
$25.9K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
91New |
$10.1K - $17K
|
91
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
90+ 1.5% |
$10K - $16.9K
|
6.1K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
90+ 61.64% |
$10K - $16.9K
|
236
$48.5K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
89+ 7.79% |
$9.92K - $16.7K
|
1.23K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
83New |
$9.25K - $15.5K
|
83
$17K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
81+ 0.61% |
$9.02K - $15.2K
|
13.3K
$2.73M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
80New |
$8.91K - $15K
|
80
$16.4K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
77+ 0.12% |
$8.58K - $14.4K
|
66K
$13.6M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
77+ 38.69% |
$8.58K - $14.4K
|
276
$56.7K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
74+ 5.27% |
$8.24K - $13.9K
|
1.48K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 0.77% |
$8.13K - $13.7K
|
9.55K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
69+ 0.8% |
$7.69K - $12.9K
|
8.69K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
68+ 107.94% |
$7.58K - $12.7K
|
131
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
67+ 1.47% |
$7.46K - $12.5K
|
4.64K
$952K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
65New |
$7.24K - $12.2K
|
65
$13.4K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
62New |
$6.91K - $11.6K
|
62
$12.7K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
61+ 2.09% |
$6.8K - $11.4K
|
2.98K
$612K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 2.3% |
$6.8K - $11.4K
|
2.72K
$558K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 5.16% |
$6.35K - $10.7K
|
1.16K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
53+ 1.71% |
$5.9K - $9.92K
|
3.15K
$647K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
50+ 12.79% |
$5.57K - $9.36K
|
441
$90.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
50+ 2.27% |
$5.57K - $9.36K
|
2.26K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
50+ 0.89% |
$5.57K - $9.36K
|
5.68K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
46+ 1.07% |
$5.12K - $8.61K
|
4.35K
$893K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
44+ 15.12% |
$4.9K - $8.24K
|
335
$68.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
43+ 1.2% |
$4.79K - $8.05K
|
3.63K
$745K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40+ 121.21% |
$4.46K - $7.49K
|
73
$15K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
38+ 7.65% |
$4.23K - $7.12K
|
535
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
38+ 0.06% |
$4.23K - $7.12K
|
62K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
37+ 19.37% |
$4.12K - $6.93K
|
228
$46.8K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36+ 4.46% |
$4.01K - $6.74K
|
844
$173K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
33New |
$3.68K - $6.18K
|
33
$6.78K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 2.76% |
$3.45K - $5.81K
|
1.16K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
29New |
$3.23K - $5.43K
|
29
$5.96K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
29New |
$3.23K - $5.43K
|
29
$5.96K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
28+ 0.26% |
$3.12K - $5.24K
|
10.7K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
28+ 34.15% |
$3.12K - $5.24K
|
110
$22.6K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27+ 1.31% |
$3.01K - $5.06K
|
2.08K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27+ 1.1% |
$3.01K - $5.06K
|
2.49K
$512K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.07% |
$3.01K - $5.06K
|
2.55K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.26% |
$2.9K - $4.87K
|
10.1K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
25New |
$2.79K - $4.68K
|
25
$5.13K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
25New |
$2.79K - $4.68K
|
25
$5.13K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25+ 0.9% |
$2.79K - $4.68K
|
2.81K
$578K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
24New |
$2.67K - $4.49K
|
24
$4.93K
|