Purchases and Sales Made in Q1 2024 in Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY) during Q1 2024. 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 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
155+ 1.0% |
$1.62K - $1.99K
|
15.6K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
132+ 1.01% |
$1.38K - $1.7K
|
13.2K
$167K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
103+ 6.81% |
$1.08K - $1.32K
|
1.62K
$20.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 466.67% |
$734 - $900
|
85
$1.07K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
68+ 0.63% |
$713 - $874
|
10.9K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
38+ 0.17% |
$398 - $489
|
21.9K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
34New |
$356 - $437
|
34
$429
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 1.01% |
$231 - $283
|
2.2K
$27.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8New |
$83.8 - $103
|
8
$101
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.1% |
$62.9 - $77.2
|
551
$6.95K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$52.4 - $64.3
|
5
$63.1
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.92% |
$52.4 - $64.3
|
550
$6.94K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$31.4 - $38.6
|
3
$37.9
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1New |
$10.5 - $12.9
|
1
$12.6
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$10.5 - $12.9
|
1
$12.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 33.33% |
$10.5 - $12.9
|
2
$25.2
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 52.17% |
$126 - $154
|
11
$139
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 2.42% |
$157 - $193
|
606
$7.65K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-66- 18.23% |
$692 - $849
|
296
$3.74K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-70- 87.5% |
$734 - $900
|
10
$126
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 7.49% |
$1.05K - $1.29K
|
1.24K
$15.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 30.86% |
$1.13K - $1.39K
|
242
$3.05K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-129- 0.41% |
$1.35K - $1.66K
|
31.4K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-147- 1.86% |
$1.54K - $1.89K
|
7.74K
$97.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-175- 42.48% |
$1.83K - $2.25K
|
237
$2.99K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-262- 87.63% |
$2.75K - $3.37K
|
37
$467
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-265- 0.01% |
$2.78K - $3.41K
|
3.66M
$46.2M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-326- 0.85% |
$3.42K - $4.19K
|
38K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 2.13% |
$4.19K - $5.14K
|
18.3K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-524- 2.0% |
$5.49K - $6.74K
|
25.6K
$323K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-769- 1.5% |
$8.06K - $9.89K
|
50.7K
$639K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-829- 0.99% |
$8.69K - $10.7K
|
83.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.13K- 45.59% |
$22.3K - $27.4K
|
2.54K
$32.1K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.03K- 10.88% |
$31.8K - $39K
|
24.8K
$313K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.97K- 7.55% |
$41.6K - $51.1K
|
48.6K
$614K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.81K- 64.66% |
$50.4K - $61.9K
|
2.63K
$33.2K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.35K- 34.8% |
$56K - $68.8K
|
10K
$126K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-6K- 37.04% |
$62.9K - $77.2K
|
10.2K
$129K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7.26K- 3.84% |
$76.1K - $93.4K
|
182K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.36K- 1.03% |
$77.1K - $94.6K
|
709K
$8.95M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.44K- 56.95% |
$77.9K - $95.6K
|
5.62K
$70.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.28K- 1.54% |
$86.7K - $106K
|
528K
$6.66M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.28K- 1.54% |
$86.7K - $106K
|
528K
$6.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 48.2% |
$111K - $136K
|
11.4K
$144K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.4K- 19.7% |
$130K - $160K
|
50.7K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.7K- 14.88% |
$133K - $163K
|
72.7K
$917K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-12.8K- 15.74% |
$134K - $164K
|
68.3K
$862K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.9K- 10.78% |
$146K - $179K
|
115K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.3K- 18.1% |
$150K - $184K
|
64.7K
$817K
|