Purchases and Sales Made in Q4 2023 in Coterra Energy Inc. (CTRA)
This table provides information about the institutional ownership of Coterra Energy Inc. (CTRA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
543+ 5.02% |
$13.3K - $16.1K
|
11.4K
$321K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535+ 1.06% |
$13.1K - $15.9K
|
51.1K
$1.44M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
524+ 52400.0% |
$12.8K - $15.6K
|
525
$14.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
508New |
$12.4K - $15.1K
|
508
$14.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
501+ 3.56% |
$12.2K - $14.9K
|
14.6K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
443+ 4.06% |
$10.8K - $13.2K
|
11.4K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
438+ 32.37% |
$10.7K - $13K
|
1.79K
$50.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
432+ 177.05% |
$10.5K - $12.8K
|
676
$19.1K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
425New |
$10.4K - $12.6K
|
425
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
417+ 8.71% |
$10.2K - $12.4K
|
5.2K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
408+ 4.88% |
$9.96K - $12.1K
|
8.77K
$248K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
396+ 3.8% |
$9.67K - $11.8K
|
10.8K
$306K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
389New |
$9.5K - $11.6K
|
389
$11K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
381+ 2.4% |
$9.3K - $11.3K
|
16.3K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
380New |
$9.28K - $11.3K
|
380
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
370New |
$9.04K - $11K
|
370
$10.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
359+ 58.0% |
$8.77K - $10.7K
|
978
$27.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
357New |
$8.72K - $10.6K
|
357
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
353+ 2.19% |
$8.62K - $10.5K
|
16.5K
$466K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
339+ 1.61% |
$8.28K - $10.1K
|
21.4K
$604K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
326+ 1.79% |
$7.96K - $9.69K
|
18.5K
$524K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
325+ 28.46% |
$7.94K - $9.66K
|
1.47K
$41.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.68% |
$7.94K - $9.66K
|
12.5K
$352K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
320New |
$7.81K - $9.51K
|
320
$9.04K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300+ 13.02% |
$7.33K - $8.91K
|
2.61K
$73.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
300New |
$7.33K - $8.91K
|
300
$8.47K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
274+ 0.77% |
$6.69K - $8.14K
|
36.1K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
270+ 46.88% |
$6.59K - $8.02K
|
846
$23.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
248New |
$6.06K - $7.37K
|
248
$7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
238+ 82.64% |
$5.81K - $7.07K
|
526
$14.9K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
238+ 82.64% |
$5.81K - $7.07K
|
526
$14.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
232New |
$5.67K - $6.89K
|
232
$6.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
229+ 10.98% |
$5.59K - $6.8K
|
2.32K
$65.4K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
226+ 0.0% |
$5.52K - $6.71K
|
87.9M
$2.48B
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
225+ 1.29% |
$5.49K - $6.68K
|
17.6K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
225+ 1.29% |
$5.49K - $6.68K
|
17.6K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200+ 91.32% |
$4.88K - $5.94K
|
419
$11.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
196+ 28.57% |
$4.79K - $5.82K
|
882
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
189New |
$4.62K - $5.62K
|
189
$5.34K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
188New |
$4.59K - $5.59K
|
188
$5.31K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
187+ 2.1% |
$4.57K - $5.56K
|
9.11K
$257K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
182New |
$4.44K - $5.41K
|
182
$5.14K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
167+ 0.74% |
$4.08K - $4.96K
|
22.6K
$639K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
166+ 2.82% |
$4.05K - $4.93K
|
6.05K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
164New |
$4K - $4.87K
|
164
$4.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
164New |
$4K - $4.87K
|
164
$4.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
162+ 0.49% |
$3.96K - $4.81K
|
33.4K
$944K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
161+ 0.33% |
$3.93K - $4.78K
|
49.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
151+ 0.13% |
$3.69K - $4.49K
|
118K
$3.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
144New |
$3.52K - $4.28K
|
144
$4.07K
|