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 42 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,707
shares
|
$97,456
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,049
shares
|
$71,448
0.0% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,000
shares
|
$71,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
9,850
shares
|
$70,033
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,768
shares
|
$48,120
0.02% of portfolio
|
Q1 2024
Reduced 49.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,000
shares
|
$21,330
0.0% of portfolio
|
Q2 2024
Reduced 56.05%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,800
shares
|
$19,908
0.01% of portfolio
|
Q2 2019
Added 12.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
1,907
shares
|
$13,558
0.0% of portfolio
|
Q2 2024
Added 8.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,295
shares
|
$9,207
0.0% of portfolio
|
Q4 2017
Reduced 3.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
600
shares
|
$4,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
505
shares
|
$3,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
500
shares
|
$3,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
465
shares
|
$3,306
0.0% of portfolio
|
Q2 2022
Reduced 61.25%
|