Purchases and Sales Made in Q2 2024 in Coterra Energy Inc. (CTRA)
This table provides information about the institutional ownership of Coterra Energy Inc. (CTRA) during Q2 2024. The information is specifically focused on institutions that hold shares of Coterra Energy Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
85+ 50.0% |
$2.26K - $2.42K
|
255
$6.41K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
84+ 27.91% |
$2.24K - $2.4K
|
385
$9.68K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
78+ 0.42% |
$2.08K - $2.22K
|
18.5K
$466K
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
BUY
|
- |
75+ 0.12% |
$2K - $2.14K
|
63.2K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
74New |
$1.97K - $2.11K
|
74
$1.86K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 1.81% |
$1.89K - $2.02K
|
4K
$100K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
71+ 0.37% |
$1.89K - $2.02K
|
19K
$479K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
71+ 0.5% |
$1.89K - $2.02K
|
14.3K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
71+ 5.13% |
$1.89K - $2.02K
|
1.46K
$36.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
68+ 9.93% |
$1.81K - $1.94K
|
753
$18.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
66+ 6.8% |
$1.76K - $1.88K
|
1.04K
$26K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
60+ 0.73% |
$1.6K - $1.71K
|
8.29K
$208K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
57+ 0.62% |
$1.52K - $1.63K
|
9.18K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
55+ 23.31% |
$1.46K - $1.57K
|
291
$7.32K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
45New |
$1.2K - $1.28K
|
45
$1.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
45New |
$1.2K - $1.28K
|
45
$1.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
37New |
$985 - $1.06K
|
37
$930
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 0.21% |
$878 - $941
|
15.9K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.03% |
$878 - $941
|
124K
$3.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
29+ 6.9% |
$772 - $827
|
449
$11.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
25+ 6.76% |
$666 - $713
|
395
$9.93K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
24New |
$639 - $684
|
24
$603
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24New |
$639 - $684
|
24
$603
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
22New |
$586 - $627
|
22
$553
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
19+ 0.13% |
$506 - $542
|
14.9K
$375K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
17+ 24.64% |
$453 - $485
|
86
$2.16K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15+ 62.5% |
$399 - $428
|
39
$980
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15+ 22.73% |
$399 - $428
|
81
$2.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.14% |
$399 - $428
|
10.7K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13+ 6.16% |
$346 - $371
|
224
$5.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.74% |
$319 - $342
|
1.64K
$41.3K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.08% |
$266 - $285
|
11.9K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 0.56% |
$240 - $257
|
1.62K
$40.7K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.68% |
$186 - $200
|
1.03K
$26K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$133 - $143
|
10
$251
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.66% |
$106 - $114
|
609
$15.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.0% |
$106 - $114
|
134K
$3.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.74% |
$79.9 - $85.6
|
409
$10.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 0.83% |
$79.9 - $85.6
|
363
$9.13K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$79.9 - $85.6
|
5.93K
$149K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$79.9 - $85.6
|
30.7K
$771K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 5.0% |
$79.9 - $85.6
|
63
$1.58K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.29% |
$26.6 - $28.5
|
340
$8.55K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 2.13% |
$26.6 - $28.5
|
48
$1.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 1.14% |
$26.6 - $28.5
|
89
$2.24K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.05% |
$26.6 - $28.5
|
1.83K
$46K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 0.25% |
$53.2 - $57
|
793
$19.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2- 0.02% |
$53.2 - $57
|
10.4K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 1.91% |
$79.9 - $85.6
|
154
$3.87K
|