Institutional Ownership Southwestern Energy CO (SWN)
This table provides information about the institutional ownership of Southwestern Energy CO (SWN). We have compiled data on the 487 institutions that hold shares in the stock, with a total of 977 Million shares, which have been reported (via 13F filing form) to have a value of $6.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
16,142
shares
|
$114,769
0.0% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
15,882
shares
|
$112,921
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
15,500
shares
|
$110,205
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,468
shares
|
$109,977
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
15,201
shares
|
$108,079
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,079
shares
|
$107,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
15,000
shares
|
$106,650
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
15,000
shares
|
$106,650
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,681
shares
|
$104,381
0.01% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,460
shares
|
$102,810
0.0% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,150
shares
|
$100,606
0.0% of portfolio
|
Q3 2024
Reduced 63.39%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
14,000
shares
|
$99,540
0.01% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,707
shares
|
$97,456
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glazer Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,598
shares
|
$96,681
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
13,499
shares
|
$95,977
0.03% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
13,317
shares
|
$94,683
0.01% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
13,089
shares
|
$93,062
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,061
shares
|
$92,863
0.0% of portfolio
|
Q3 2024
Reduced 38.49%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
13,006
shares
|
$92,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,676
shares
|
$90,126
0.0% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,499
shares
|
$88,867
0.0% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,371
shares
|
$87,957
0.0% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,349
shares
|
$87,801
0.0% of portfolio
|
Q3 2024
Reduced 31.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
12,298
shares
|
$87,438
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
12,236
shares
|
$86,997
0.02% of portfolio
|
Q1 2024
Added 14.36%
|