Purchases and Sales Made in Q1 2024 in Southwestern Energy CO (SWN)
This table provides information about the institutional ownership of Southwestern Energy CO (SWN) during Q1 2024. The information is specifically focused on institutions that hold shares of SOUTHWESTERN ENERGY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250+ 0.19% |
$1.58K - $1.9K
|
130K
$923K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
219+ 43.37% |
$1.38K - $1.66K
|
724
$5.15K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
207New |
$1.3K - $1.57K
|
207
$1.47K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
182New |
$1.15K - $1.38K
|
182
$1.29K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
158+ 9.83% |
$995 - $1.2K
|
1.77K
$12.5K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
140+ 25.18% |
$882 - $1.06K
|
696
$4.95K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
140New |
$882 - $1.06K
|
140
$995
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
126+ 2.3% |
$794 - $955
|
5.61K
$39.9K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
125+ 0.79% |
$788 - $948
|
16K
$114K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
117+ 417.86% |
$737 - $887
|
145
$1.03K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.76% |
$725 - $872
|
6.65K
$47.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
91+ 2.85% |
$573 - $690
|
3.28K
$23.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
81New |
$510 - $614
|
81
$576
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 8.99% |
$441 - $531
|
849
$6.04K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
50+ 0.03% |
$315 - $379
|
152K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
46+ 920.0% |
$290 - $349
|
51
$363
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
42+ 0.19% |
$265 - $318
|
21.7K
$154K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 0.41% |
$145 - $174
|
5.57K
$39.6K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18New |
$113 - $136
|
18
$128
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 1200.0% |
$75.6 - $91
|
13
$92.4
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.03% |
$44.1 - $53.1
|
20K
$142K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
2New |
$12.6 - $15.2
|
2
$14.2
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1New |
$6.3 - $7.58
|
1
$7.11
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7- 0.99% |
$44.1 - $53.1
|
700
$4.98K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12- 0.08% |
$75.6 - $91
|
14.1K
$100K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 3.84% |
$88.2 - $106
|
351
$2.5K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-24- 2.6% |
$151 - $182
|
900
$6.4K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 0.43% |
$422 - $508
|
15.4K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-78- 0.44% |
$491 - $591
|
17.7K
$126K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-97- 0.63% |
$611 - $735
|
15.2K
$108K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-108- 0.95% |
$680 - $819
|
11.2K
$79.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 0.44% |
$958 - $1.15K
|
34.3K
$244K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-159- 51.79% |
$1K - $1.21K
|
148
$1.05K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-164- 7.43% |
$1.03K - $1.24K
|
2.04K
$14.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-191- 10.45% |
$1.2K - $1.45K
|
1.64K
$11.6K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-194- 54.04% |
$1.22K - $1.47K
|
165
$1.17K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-226- 0.73% |
$1.42K - $1.71K
|
30.8K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.49% |
$1.89K - $2.27K
|
60.4K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-332- 1.02% |
$2.09K - $2.52K
|
32.2K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-406- 2.09% |
$2.56K - $3.08K
|
19.1K
$136K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-419- 3.41% |
$2.64K - $3.18K
|
11.9K
$84.4K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-428- 2.83% |
$2.7K - $3.24K
|
14.7K
$104K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-433- 2.11% |
$2.73K - $3.28K
|
20.1K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-457- 30.17% |
$2.88K - $3.46K
|
1.06K
$7.52K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-467- 2.14% |
$2.94K - $3.54K
|
21.4K
$152K
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-505- 2.53% |
$3.18K - $3.83K
|
19.5K
$138K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-523- 0.4% |
$3.29K - $3.96K
|
131K
$934K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-598- 1.24% |
$3.77K - $4.53K
|
47.5K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-616- 5.22% |
$3.88K - $4.67K
|
11.2K
$79.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-676- 1.15% |
$4.26K - $5.12K
|
58.1K
$413K
|