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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
929
shares
|
$6,605
0.02% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
800
shares
|
$5,688
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
780
shares
|
$5,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
767
shares
|
$5,453
0.0% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
680
shares
|
$4,834
0.0% of portfolio
|
Q3 2024
Reduced 35.73%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
675
shares
|
$4,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
674
shares
|
$4,792
0.0% of portfolio
|
Q3 2024
Reduced 87.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
663
shares
|
$4,713
0.0% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
644
shares
|
$4,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
600
shares
|
$4,266
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
600
shares
|
$4,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
593
shares
|
$4,216
0.0% of portfolio
|
Q3 2024
Reduced 79.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
532
shares
|
$3,782
0.0% of portfolio
|
Q3 2024
Reduced 94.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
505
shares
|
$3,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
505
shares
|
$3,590
0.0% of portfolio
|
Q3 2024
Reduced 32.21%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
500
shares
|
$3,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
500
shares
|
$3,555
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
487
shares
|
$3,462
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
475
shares
|
$3,377
0.0% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
465
shares
|
$3,306
0.0% of portfolio
|
Q2 2022
Reduced 61.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
392
shares
|
$2,787
0.0% of portfolio
|
Q2 2023
Added 155.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
350
shares
|
$2,488
0.0% of portfolio
|
Q2 2022
Added 40.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
313
shares
|
$2,225
0.0% of portfolio
|
Q3 2024
Reduced 44.21%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
310
shares
|
$2,204
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
306
shares
|
$2,175
0.0% of portfolio
|
Q4 2023
New holding
|