Purchases and Sales Made in Q3 2023 in Coterra Energy Inc. (CTRA)
This table provides information about the institutional ownership of Coterra Energy Inc. (CTRA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.45% |
$124 - $143
|
1.11K
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-8- 0.08% |
$199 - $228
|
10.3K
$259K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9- 0.1% |
$223 - $257
|
9.04K
$228K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-20- 25.97% |
$496 - $571
|
57
$1.44K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 92.0% |
$571 - $657
|
2
$50.4
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-25- 0.25% |
$621 - $714
|
10.1K
$254K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 33.33% |
$670 - $771
|
54
$1.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-28- 0.2% |
$695 - $799
|
13.8K
$347K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-31- 4.22% |
$769 - $885
|
703
$17.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.61% |
$769 - $885
|
5.04K
$127K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-33- 0.22% |
$819 - $942
|
14.8K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-34- 0.05% |
$844 - $971
|
63.4K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-35- 14.52% |
$869 - $999
|
206
$5.19K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 1.74% |
$993 - $1.14K
|
2.26K
$57.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-42- 6.8% |
$1.04K - $1.2K
|
576
$14.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-46Closed |
$1.14K - $1.31K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 33.33% |
$1.24K - $1.43K
|
100
$2.52K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-52Closed |
$1.29K - $1.48K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-55- 7.49% |
$1.37K - $1.57K
|
679
$17.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-56- 52.83% |
$1.39K - $1.6K
|
50
$1.26K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-63- 0.7% |
$1.56K - $1.8K
|
8.92K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-90- 0.74% |
$2.23K - $2.57K
|
12.1K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-100- 0.55% |
$2.48K - $2.86K
|
18.1K
$456K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-102- 0.56% |
$2.53K - $2.91K
|
18.2K
$459K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-111- 0.96% |
$2.76K - $3.17K
|
11.4K
$288K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-111- 0.54% |
$2.76K - $3.17K
|
20.6K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-118- 0.52% |
$2.93K - $3.37K
|
22.4K
$565K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-122- 6.49% |
$3.03K - $3.48K
|
1.76K
$44.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-136- 0.83% |
$3.38K - $3.88K
|
16.2K
$407K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 1.15% |
$3.5K - $4.03K
|
12.1K
$305K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-158- 1.22% |
$3.92K - $4.51K
|
12.8K
$322K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-160- 0.18% |
$3.97K - $4.57K
|
87.1K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-160- 1.04% |
$3.97K - $4.57K
|
15.2K
$382K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-169- 2.04% |
$4.19K - $4.82K
|
8.12K
$205K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-177- 0.3% |
$4.39K - $5.05K
|
58.5K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-183- 1.01% |
$4.54K - $5.22K
|
18K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-194- 1.7% |
$4.82K - $5.54K
|
11.2K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-195- 0.88% |
$4.84K - $5.57K
|
21.9K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-195- 4.65% |
$4.84K - $5.57K
|
4K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-200- 0.15% |
$4.96K - $5.71K
|
130K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-209- 1.46% |
$5.19K - $5.97K
|
14.1K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-213- 1.94% |
$5.29K - $6.08K
|
10.8K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-217- 0.67% |
$5.39K - $6.2K
|
32K
$807K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-220- 1.37% |
$5.46K - $6.28K
|
15.8K
$399K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-225- 1.41% |
$5.58K - $6.42K
|
15.7K
$397K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-230- 0.42% |
$5.71K - $6.57K
|
54.1K
$1.36M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-238- 45.25% |
$5.91K - $6.79K
|
288
$7.26K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-251- 1.37% |
$6.23K - $7.17K
|
18.1K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-289- 0.49% |
$7.17K - $8.25K
|
58.9K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-289- 1.09% |
$7.17K - $8.25K
|
26.1K
$658K
|