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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
228+ 74.75% |
$23.9K - $28.8K
|
533
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
226New |
$23.7K - $28.6K
|
226
$50.7K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
222+ 3.84% |
$23.3K - $28.1K
|
6.01K
$1.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
217+ 1.56% |
$22.7K - $27.5K
|
14.2K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
217+ 1.72% |
$22.7K - $27.5K
|
12.8K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
215+ 0.55% |
$22.5K - $27.2K
|
39.2K
$8.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
212+ 59.55% |
$22.2K - $26.8K
|
568
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
210+ 6.61% |
$22K - $26.6K
|
3.39K
$760K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
205+ 6.84% |
$21.5K - $25.9K
|
3.2K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
205New |
$21.5K - $25.9K
|
205
$46K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
200+ 9.47% |
$20.9K - $25.3K
|
2.31K
$519K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
199+ 8.74% |
$20.8K - $25.2K
|
2.48K
$556K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
193+ 5.83% |
$20.2K - $24.4K
|
3.51K
$786K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
192+ 18.2% |
$20.1K - $24.3K
|
1.25K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
191+ 178.5% |
$20K - $24.2K
|
298
$66.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
190+ 5.16% |
$19.9K - $24K
|
3.87K
$868K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
184+ 9.1% |
$19.3K - $23.3K
|
2.21K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
184+ 6.89% |
$19.3K - $23.3K
|
2.86K
$640K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
183New |
$19.2K - $23.2K
|
183
$41K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
181New |
$19K - $22.9K
|
181
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
170+ 5.15% |
$17.8K - $21.5K
|
3.47K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
167+ 4.09% |
$17.5K - $21.1K
|
4.25K
$953K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
167+ 1.69% |
$17.5K - $21.1K
|
10.1K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166+ 1.25% |
$17.4K - $21K
|
13.4K
$3.01M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
166New |
$17.4K - $21K
|
166
$37.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
166New |
$17.4K - $21K
|
166
$37.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
165New |
$17.3K - $20.9K
|
165
$37K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
162+ 4.44% |
$17K - $20.5K
|
3.81K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
160New |
$16.8K - $20.2K
|
160
$35.9K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
156+ 10.1% |
$16.3K - $19.7K
|
1.7K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
156+ 10.1% |
$16.3K - $19.7K
|
1.7K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
154+ 0.77% |
$16.1K - $19.5K
|
20.1K
$4.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
147+ 5.47% |
$15.4K - $18.6K
|
2.84K
$636K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
145+ 6.13% |
$15.2K - $18.3K
|
2.51K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
140+ 2.87% |
$14.7K - $17.7K
|
5.03K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
134New |
$14K - $17K
|
134
$30.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
133New |
$13.9K - $16.8K
|
133
$29.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
124+ 1.84% |
$13K - $15.7K
|
6.87K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
123+ 0.67% |
$12.9K - $15.6K
|
18.4K
$4.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
121+ 1.91% |
$12.7K - $15.3K
|
6.46K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
117New |
$12.3K - $14.8K
|
117
$26.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
116New |
$12.1K - $14.7K
|
116
$26K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
115+ 3.53% |
$12K - $14.5K
|
3.37K
$756K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
109+ 218.0% |
$11.4K - $13.8K
|
159
$35.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
105+ 164.06% |
$11K - $13.3K
|
169
$37.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
102+ 4.91% |
$10.7K - $12.9K
|
2.18K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
100New |
$10.5K - $12.7K
|
100
$22.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 4.01% |
$9.74K - $11.8K
|
2.41K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86+ 1.52% |
$9.01K - $10.9K
|
5.73K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
77+ 3.92% |
$8.06K - $9.74K
|
2.04K
$458K
|