Purchases and Sales Made in Q1 2025 in Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55New |
$567 - $921
|
55
$465
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47+ 19.58% |
$484 - $787
|
287
$2.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44New |
$453 - $737
|
44
$372
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
37+ 0.11% |
$381 - $619
|
34.2K
$289K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
35New |
$361 - $586
|
35
$296
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
32+ 133.33% |
$330 - $536
|
56
$473
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30New |
$309 - $502
|
30
$253
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
15+ 0.02% |
$155 - $251
|
87.1K
$736K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 3.93% |
$113 - $184
|
291
$2.46K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.52% |
$61.8 - $100
|
400
$3.38K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 600.0% |
$61.8 - $100
|
7
$59.1
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 166.67% |
$51.5 - $83.7
|
8
$67.6
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
3New |
$30.9 - $50.2
|
3
$25.3
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$10.3 - $16.7
|
1
$8.45
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2- 0.01% |
$20.6 - $33.5
|
17K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-20- 0.03% |
$206 - $335
|
71.7K
$606K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 67.39% |
$319 - $519
|
15
$127
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-50- 59.52% |
$515 - $837
|
34
$287
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-72- 0.06% |
$742 - $1.21K
|
113K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-73- 44.24% |
$752 - $1.22K
|
92
$777
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-84- 26.42% |
$865 - $1.41K
|
234
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-148- 53.62% |
$1.52K - $2.48K
|
128
$1.08K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-209- 6.01% |
$2.15K - $3.5K
|
3.27K
$27.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-258- 95.56% |
$2.66K - $4.32K
|
12
$101
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-261- 40.53% |
$2.69K - $4.37K
|
383
$3.24K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-283- 2.73% |
$2.91K - $4.74K
|
10.1K
$85.4K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-302- 3.65% |
$3.11K - $5.06K
|
7.97K
$67.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-352- 20.82% |
$3.63K - $5.89K
|
1.34K
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-359- 7.81% |
$3.7K - $6.01K
|
4.24K
$35.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-458- 24.86% |
$4.72K - $7.67K
|
1.38K
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-567- 4.48% |
$5.84K - $9.49K
|
12.1K
$102K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-773- 66.75% |
$7.96K - $12.9K
|
385
$3.25K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-994- 0.55% |
$10.2K - $16.6K
|
179K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1K- 30.14% |
$10.3K - $16.8K
|
2.32K
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-1.05K- 0.43% |
$10.8K - $17.6K
|
243K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28K- 9.95% |
$13.1K - $21.3K
|
11.5K
$97.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 2.94% |
$14.3K - $23.3K
|
46K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-1.46K- 6.84% |
$15K - $24.4K
|
19.9K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.54K- 4.85% |
$15.9K - $25.8K
|
30.3K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.55K- 1.57% |
$16K - $25.9K
|
96.9K
$819K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.66K- 46.95% |
$17.1K - $27.7K
|
1.87K
$15.8K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.91K- 12.35% |
$19.7K - $32K
|
13.6K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.97K- 3.81% |
$20.3K - $32.9K
|
49.7K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.17K- 0.48% |
$22.4K - $36.3K
|
447K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.41K- 6.03% |
$24.8K - $40.4K
|
37.5K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.47K- 1.17% |
$25.4K - $41.3K
|
209K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-2.67K- 17.99% |
$27.5K - $44.7K
|
12.2K
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.81K- 88.91% |
$28.9K - $47K
|
350
$2.96K
|