Purchases and Sales Made in Q3 2023 in Crestwood Equity Partners LP (CEQP)
This table provides information about the institutional ownership of Crestwood Equity Partners LP (CEQP) during Q3 2023. The information is specifically focused on institutions that hold shares of Crestwood Equity Partners LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
283+ 25.56% |
$7.22K - $8.33K
|
1.39K
$0
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
200+ 1.5% |
$5.11K - $5.88K
|
13.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
191+ 20.11% |
$4.88K - $5.62K
|
1.14K
$0
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
139+ 0.58% |
$3.55K - $4.09K
|
24K
$0
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100+ 0.62% |
$2.55K - $2.94K
|
16.3K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100New |
$2.55K - $2.94K
|
100
$0
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
96+ 0.21% |
$2.45K - $2.82K
|
46.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50+ 0.11% |
$1.28K - $1.47K
|
45.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.42% |
$1.28K - $1.47K
|
11.9K
$0
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
49+ 2.46% |
$1.25K - $1.44K
|
2.04K
$0
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
36+ 2.5% |
$919 - $1.06K
|
1.48K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 2.49% |
$689 - $794
|
1.11K
$0
|
|
Nov 13, 2023
Q3 2023
|
Sl Advisors, LLC
|
BUY
|
- |
25+ 0.12% |
$638 - $736
|
21.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$153 - $177
|
6
$0
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-157- 1.18% |
$4.01K - $4.62K
|
13.1K
$0
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-200- 0.58% |
$5.11K - $5.88K
|
34.5K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-326- 87.63% |
$8.32K - $9.59K
|
46
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-520- 60.19% |
$13.3K - $15.3K
|
344
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 1.92% |
$26.2K - $30.2K
|
52.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.45K- 0.27% |
$36.9K - $42.5K
|
540K
$0
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.91K- 10.23% |
$48.7K - $56.2K
|
16.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.04K- 19.51% |
$52.1K - $60K
|
8.42K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.3K- 6.06% |
$58.8K - $67.7K
|
35.7K
$0
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 21.83% |
$70.2K - $80.9K
|
9.85K
$0
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 1.47% |
$71.2K - $82.1K
|
187K
$0
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.51K- 38.3% |
$89.6K - $103K
|
5.66K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 10.55% |
$90.1K - $104K
|
29.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.39K- 30.21% |
$138K - $158K
|
12.4K
$0
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-9.79K- 11.9% |
$250K - $288K
|
72.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 4.2% |
$262K - $302K
|
235K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.7K- 2.62% |
$272K - $313K
|
395K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-12K- 24.77% |
$306K - $353K
|
36.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.4K- 8.58% |
$571K - $658K
|
238K
$0
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-27.7K- 18.75% |
$707K - $814K
|
120K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.1K- 26.36% |
$718K - $828K
|
78.6K
$0
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-35.3K- 6.9% |
$902K - $1.04M
|
477K
$0
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-61.8K- 8.42% |
$1.58M - $1.82M
|
673K
$0
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-68.4K- 20.42% |
$1.75M - $2.01M
|
267K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-85K- 24.82% |
$2.17M - $2.5M
|
257K
$0
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-209K- 22.43% |
$5.32M - $6.14M
|
721K
$0
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-267K- 83.82% |
$6.81M - $7.85M
|
51.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-433K- 7.55% |
$11.1M - $12.7M
|
5.31M
$0
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-501K- 66.74% |
$12.8M - $14.7M
|
249K
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-892K- 19.75% |
$22.8M - $26.2M
|
3.62M
$0
|
|
Oct 26, 2023
Q3 2023
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-935K- 88.32% |
$23.9M - $27.5M
|
124K
$0
|