Purchases and Sales Made in Q1 2023 in Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY) during Q1 2023. The information is specifically focused on institutions that hold shares of Crescent Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 12.2% |
$40.5K - $53.7K
|
36.8K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67K+ 3.07% |
$37.2K - $49.3K
|
123K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.29K+ 21.66% |
$33.3K - $44.1K
|
18.5K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.9K+ 18.39% |
$29.3K - $38.9K
|
18.6K
$282K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.82KNew |
$28.5K - $37.8K
|
2.82K
$42.7K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2K+ 14.08% |
$20.2K - $26.8K
|
16.2K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.83K+ 1.76% |
$18.6K - $24.6K
|
106K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.64K+ 1318.55% |
$16.5K - $21.9K
|
1.76K
$26.6K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.27K+ 3.72% |
$12.8K - $17K
|
35.3K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
924+ 6.33% |
$9.35K - $12.4K
|
15.5K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
659+ 1.02% |
$6.67K - $8.84K
|
65K
$985K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
533+ 6.95% |
$5.39K - $7.15K
|
8.21K
$124K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
479+ 4.47% |
$4.85K - $6.43K
|
11.2K
$169K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
400New |
$4.05K - $5.37K
|
400
$6.06K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
376+ 2.03% |
$3.81K - $5.05K
|
18.9K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
330New |
$3.34K - $4.43K
|
330
$5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
249New |
$2.52K - $3.34K
|
249
$3.77K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
185New |
$1.87K - $2.48K
|
185
$2.8K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
145+ 0.99% |
$1.47K - $1.95K
|
14.8K
$224K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
104New |
$1.05K - $1.4K
|
104
$1.57K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
100+ 100.0% |
$1.01K - $1.34K
|
200
$3.03K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
98+ 466.67% |
$992 - $1.32K
|
119
$1.8K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
92+ 25.07% |
$931 - $1.23K
|
459
$6.95K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
90New |
$911 - $1.21K
|
90
$1.36K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
51+ 196.15% |
$516 - $684
|
77
$1.17K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$263 - $349
|
26
$394
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 2.55% |
$202 - $268
|
805
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.0% |
$132 - $174
|
387K
$5.85M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10+ 0.04% |
$101 - $134
|
28.2K
$426K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8+ 1.54% |
$81 - $107
|
528
$7.99K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 2.89% |
$70.8 - $93.9
|
249
$3.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.85% |
$50.6 - $67.1
|
594
$8.99K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 2.39% |
$223 - $295
|
900
$13.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-28- 2.22% |
$283 - $376
|
1.24K
$18.7K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-28Closed |
$283 - $376
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39- 1.06% |
$395 - $523
|
3.63K
$54.9K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-113- 0.23% |
$1.14K - $1.52K
|
48.5K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-200- 0.53% |
$2.02K - $2.68K
|
37.6K
$569K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-487- 2.82% |
$4.93K - $6.54K
|
16.8K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500- 0.37% |
$5.06K - $6.71K
|
136K
$2.06M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-717- 5.09% |
$7.26K - $9.62K
|
13.4K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-961- 33.98% |
$9.73K - $12.9K
|
1.87K
$28.3K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 69.83% |
$12.6K - $16.8K
|
540
$8.18K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.32K- 19.24% |
$13.3K - $17.7K
|
5.54K
$83.8K
|
|
|
May 15, 2023
Q1 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-2.5K- 50.0% |
$25.3K - $33.6K
|
2.5K
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.84K- 3.27% |
$28.7K - $38K
|
83.8K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.22K- 77.93% |
$32.6K - $43.2K
|
911
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-3.91K- 0.49% |
$39.6K - $52.5K
|
789K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.97K- 62.0% |
$40.2K - $53.3K
|
2.43K
$36.9K
|