Purchases and Sales Made in Q4 2024 in Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
319New |
$3.56K - $4.87K
|
319
$4.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
267+ 8900.0% |
$2.98K - $4.08K
|
270
$4.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
257+ 1.8% |
$2.87K - $3.93K
|
14.5K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
203New |
$2.27K - $3.1K
|
203
$3.05K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
190New |
$2.12K - $2.9K
|
190
$2.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152New |
$1.7K - $2.32K
|
152
$2.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 92.09% |
$1.43K - $1.96K
|
267
$4.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
94+ 41.96% |
$1.05K - $1.44K
|
318
$4.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85+ 43.59% |
$949 - $1.3K
|
280
$4.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 77.42% |
$804 - $1.1K
|
165
$2.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 25.45% |
$626 - $856
|
276
$4.15K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53+ 0.51% |
$592 - $810
|
10.5K
$157K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 147.06% |
$559 - $764
|
84
$1.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46+ 2.8% |
$514 - $703
|
1.69K
$25.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39New |
$436 - $596
|
39
$586
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
19+ 380.0% |
$212 - $290
|
24
$360
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15+ 0.08% |
$168 - $229
|
19K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12New |
$134 - $183
|
12
$180
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$33.5 - $45.8
|
3
$45.1
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 1.5% |
$67 - $91.7
|
394
$5.92K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-44- 42.31% |
$491 - $672
|
60
$901
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 15.63% |
$1.12K - $1.53K
|
540
$8.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-320- 6.51% |
$3.57K - $4.89K
|
4.59K
$69K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-940- 60.92% |
$10.5K - $14.4K
|
603
$9.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.68K- 1.05% |
$18.8K - $25.7K
|
158K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.18K- 3.97% |
$24.3K - $33.3K
|
52.8K
$792K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.53K- 5.19% |
$28.2K - $38.6K
|
46.2K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.57K- 26.49% |
$51K - $69.8K
|
12.7K
$190K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.54K- 24.07% |
$95.4K - $130K
|
26.9K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10.9K- 6.46% |
$121K - $166K
|
157K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 35.98% |
$145K - $198K
|
23K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-40K- 49.99% |
$446K - $610K
|
40K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-113K- 23.23% |
$1.26M - $1.72M
|
372K
$5.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-266K- 85.7% |
$2.97M - $4.07M
|
44.4K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
SELL
|
- |
-338K- 33.21% |
$3.78M - $5.16M
|
680K
$10.2M
|