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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8+ 0.32% |
$728 - $900
|
2.48K
$637K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 1.24% |
$637 - $787
|
571
$147K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$546 - $675
|
16.1K
$4.13M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 11.9% |
$455 - $562
|
47
$12.1K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5+ 0.02% |
$455 - $562
|
26.8K
$6.88M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.09% |
$455 - $562
|
5.31K
$1.36M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
4New |
$364 - $450
|
4
$1.03K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.1% |
$364 - $450
|
3.94K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3+ 0.12% |
$273 - $337
|
2.58K
$664K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.37% |
$182 - $225
|
538
$138K
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2+ 0.05% |
$182 - $225
|
3.65K
$939K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1+ 0.02% |
$91 - $112
|
5.02K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.31% |
$91 - $112
|
319
$82K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$91 - $112
|
1
$257
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.44% |
$91 - $112
|
230
$59.1K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$91 - $112
|
2.77K
$712K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 2.78% |
$91 - $112
|
35
$9K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.05% |
$91 - $112
|
2.21K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-1- 0.01% |
$91 - $112
|
9.39K
$2.41M
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2- 12.5% |
$182 - $225
|
14
$3.6K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5- 0.21% |
$455 - $562
|
2.38K
$611K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.17% |
$455 - $562
|
2.99K
$769K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-6- 1.18% |
$546 - $675
|
503
$129K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-6- 0.11% |
$546 - $675
|
5.67K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 3.96% |
$728 - $900
|
194
$49.9K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 0.9% |
$819 - $1.01K
|
994
$255K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-11- 0.77% |
$1K - $1.24K
|
1.42K
$366K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-13- 0.52% |
$1.18K - $1.46K
|
2.46K
$633K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 36.36% |
$1.46K - $1.8K
|
28
$7.2K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16- 0.37% |
$1.46K - $1.8K
|
4.3K
$1.1M
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18- 0.44% |
$1.64K - $2.02K
|
4.1K
$1.05M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-18- 0.44% |
$1.64K - $2.02K
|
4.1K
$1.05M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.47% |
$1.91K - $2.36K
|
1.41K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24- 0.11% |
$2.18K - $2.7K
|
22.4K
$5.76M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-25- 11.16% |
$2.28K - $2.81K
|
199
$51.1K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-30- 1.23% |
$2.73K - $3.37K
|
2.4K
$617K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-30- 0.9% |
$2.73K - $3.37K
|
3.3K
$848K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 1.27% |
$2.91K - $3.6K
|
2.49K
$641K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-32- 0.52% |
$2.91K - $3.6K
|
6.15K
$1.58M
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-32- 0.54% |
$2.91K - $3.6K
|
5.84K
$1.5M
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-33- 5.52% |
$3K - $3.71K
|
565
$145K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-36- 38.3% |
$3.28K - $4.05K
|
58
$14.9K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-36- 41.86% |
$3.28K - $4.05K
|
50
$12.9K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-37- 0.55% |
$3.37K - $4.16K
|
6.74K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-38- 0.24% |
$3.46K - $4.27K
|
15.7K
$4.04M
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-41- 1.29% |
$3.73K - $4.61K
|
3.14K
$808K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42- 1.83% |
$3.82K - $4.72K
|
2.25K
$578K
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-44- 1.45% |
$4K - $4.95K
|
2.98K
$767K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 1.65% |
$4.55K - $5.62K
|
2.98K
$765K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52- 2.03% |
$4.73K - $5.85K
|
2.51K
$646K
|