Institutional Ownership Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
134
shares
|
$1,132
0.0% of portfolio
|
Q1 2025
Added 243.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
128
shares
|
$1,081
0.0% of portfolio
|
Q1 2025
Reduced 53.62%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
108
shares
|
$912
0.0% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
102
shares
|
$861
0.0% of portfolio
|
Q1 2025
Added 750.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
92
shares
|
$777
0.0% of portfolio
|
Q1 2025
Reduced 44.24%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
70
shares
|
$591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
60
shares
|
$506
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
60
shares
|
$506
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
56
shares
|
$473
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
55
shares
|
$464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
44
shares
|
$371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
42
shares
|
$354
0.0% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
35
shares
|
$295
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
30
shares
|
$253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$211
0.0% of portfolio
|
Q2 2023
Reduced 78.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21
shares
|
$177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
17
shares
|
$143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
17
shares
|
$143
0.0% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
15
shares
|
$126
0.0% of portfolio
|
Q1 2025
Reduced 67.39%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
15
shares
|
$126
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13
shares
|
$109
0.0% of portfolio
|
Q2 2025
Added 1200.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$67
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7
shares
|
$59
0.0% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3
shares
|
$25
0.0% of portfolio
|
Q1 2025
New holding
|