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 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
705+ 35.27% |
$7.87K - $10.8K
|
2.7K
$23.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
554+ 43.01% |
$6.19K - $8.47K
|
1.84K
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
482+ 4.4% |
$5.38K - $7.36K
|
11.4K
$98.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
457+ 15.93% |
$5.1K - $6.98K
|
3.33K
$28.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
454New |
$5.07K - $6.94K
|
454
$3.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
414+ 180.0% |
$4.62K - $6.33K
|
644
$5.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
319New |
$3.56K - $4.87K
|
319
$2.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
288+ 0.24% |
$3.22K - $4.4K
|
121K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
267+ 8900.0% |
$2.98K - $4.08K
|
270
$2.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
257+ 1.8% |
$2.87K - $3.93K
|
14.5K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
209+ 6.4% |
$2.33K - $3.19K
|
3.48K
$30K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
203New |
$2.27K - $3.1K
|
203
$1.75K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
190New |
$2.12K - $2.9K
|
190
$1.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
152New |
$1.7K - $2.32K
|
152
$1.31K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
129+ 3.05% |
$1.44K - $1.97K
|
4.36K
$37.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
128+ 92.09% |
$1.43K - $1.96K
|
267
$2.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101+ 0.21% |
$1.13K - $1.54K
|
47.4K
$410K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
94+ 41.96% |
$1.05K - $1.44K
|
318
$2.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
85+ 43.59% |
$949 - $1.3K
|
280
$2.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 77.42% |
$804 - $1.1K
|
165
$1.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 25.45% |
$626 - $856
|
276
$2.38K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53+ 0.51% |
$592 - $810
|
10.5K
$90.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
50+ 147.06% |
$559 - $764
|
84
$726
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46+ 2.8% |
$514 - $703
|
1.69K
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39New |
$436 - $596
|
39
$337
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
21New |
$235 - $321
|
21
$181
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
19+ 380.0% |
$212 - $290
|
24
$207
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.8% |
$201 - $275
|
2.26K
$19.6K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15+ 0.08% |
$168 - $229
|
19K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12New |
$134 - $183
|
12
$104
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11+ 0.01% |
$123 - $168
|
87.1K
$752K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$112 - $153
|
10
$86.4
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3New |
$33.5 - $45.8
|
3
$25.9
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$11.2 - $15.3
|
14.7K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 1.5% |
$67 - $91.7
|
394
$3.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-44- 42.31% |
$491 - $672
|
60
$518
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 15.63% |
$1.12K - $1.53K
|
540
$4.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-111- 70.7% |
$1.24K - $1.7K
|
46
$397
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-320- 6.51% |
$3.57K - $4.89K
|
4.59K
$39.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-940- 60.92% |
$10.5K - $14.4K
|
603
$5.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-1.22K- 7.3% |
$13.6K - $18.6K
|
15.5K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.22K- 7.3% |
$13.6K - $18.6K
|
15.5K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.68K- 1.05% |
$18.8K - $25.7K
|
158K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.18K- 3.97% |
$24.3K - $33.3K
|
52.8K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.53K- 5.19% |
$28.2K - $38.6K
|
46.2K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.57K- 26.49% |
$51K - $69.8K
|
12.7K
$109K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.69K- 14.18% |
$52.4K - $71.7K
|
28.4K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.54K- 24.07% |
$95.4K - $130K
|
26.9K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10.6K- 6.77% |
$118K - $162K
|
146K
$1.26M
|