Latest Institutional Transactions on Crescent Energy CO (CRGY)
This table provides information on the latest institutional transactions involving Crescent Energy CO (CRGY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Goff John C
Fort Worth, TX |
SELL
|
- |
-74.6K- 1.57% |
$841K - $1.33M
|
4.68M
$68.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$56.4K - $89K
|
5K
$72.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
11.2KNew |
$126K - $199K
|
11.2K
$163K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
250New |
$2.82K - $4.45K
|
250
$3.64K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.46K- 42.25% |
$50.3K - $79.4K
|
6.1K
$88.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-80- 17.35% |
$902 - $1.42K
|
381
$5.55K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
6.13K+ 31.24% |
$69.1K - $109K
|
25.8K
$375K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10K+ 100.0% |
$125K - $190K
|
20K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-131Closed |
$1.63K - $2.49K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36New |
$449 - $684
|
36
$524
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
16.9KNew |
$211K - $321K
|
16.9K
$246K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-190Closed |
$2.37K - $3.61K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
126New |
$1.57K - $2.39K
|
126
$1.83K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-12K- 96.0% |
$150K - $228K
|
500
$7.28K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18+ 225.0% |
$225 - $342
|
26
$379
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
95KNew |
$1.19M - $1.81M
|
95K
$1.38M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
5.94KNew |
$74.1K - $113K
|
5.94K
$86.4K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
$25K - $38K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$5.04K - $7.23K
|
400
$5.82K
|
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-800Closed |
$10.1K - $14.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$31.5K - $45.2K
|
2.5K
$36.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
33.1KNew |
$417K - $597K
|
33.1K
$481K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
41.4KNew |
$507K - $696K
|
41.4K
$603K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
800New |
$9.79K - $13.5K
|
800
$11.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
35New |
$428 - $589
|
35
$510
|
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
12.2KNew |
$149K - $205K
|
12.2K
$178K
|
|
|
Jan 31, 2022
Q4 2021
|
Account Management LLC
|
BUY
|
- |
43.6KNew |
$534K - $733K
|
43.6K
$635K
|
|