Purchases and Sales Made in Q3 2023 in Southwestern Energy CO (SWN)
This table provides information about the institutional ownership of Southwestern Energy CO (SWN) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
75New |
$434 - $509
|
75
$533
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
67+ 0.45% |
$387 - $454
|
15.1K
$107K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 0.48% |
$370 - $434
|
13.3K
$94.3K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
35+ 42.68% |
$202 - $237
|
117
$832
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
27+ 0.01% |
$156 - $183
|
526K
$3.74M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.12% |
$156 - $183
|
23K
$164K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24+ 2.67% |
$139 - $163
|
924
$6.57K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
20+ 0.4% |
$116 - $136
|
5.07K
$36K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20+ 58.82% |
$116 - $136
|
54
$384
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13+ 0.06% |
$75.1 - $88.1
|
22.9K
$163K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$57.8 - $67.8
|
10
$71.1
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.65% |
$17.3 - $20.3
|
459
$3.26K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 0.19% |
$17.3 - $20.3
|
1.54K
$10.9K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 83.33% |
$28.9 - $33.9
|
1
$7.11
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10- 0.1% |
$57.8 - $67.8
|
10.1K
$71.9K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11- 0.13% |
$63.6 - $74.6
|
8.58K
$61K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 3.65% |
$104 - $122
|
475
$3.38K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-41- 0.36% |
$237 - $278
|
11.3K
$80.4K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-43- 3.86% |
$249 - $292
|
1.07K
$7.61K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-91- 0.59% |
$526 - $617
|
15.5K
$110K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-118- 0.61% |
$682 - $800
|
19.3K
$137K
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-120- 0.02% |
$694 - $814
|
565K
$4.02M
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-130- 0.11% |
$751 - $881
|
117K
$830K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-148- 0.97% |
$855 - $1K
|
15.2K
$108K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-170- 0.88% |
$983 - $1.15K
|
19.1K
$136K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-175- 0.39% |
$1.01K - $1.19K
|
45.3K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Cook Street Consulting, Inc.
Greenwood Village, CO |
SELL
|
- |
-244- 0.03% |
$1.41K - $1.65K
|
731K
$5.2M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-251Closed |
$1.45K - $1.7K
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-276- 1.28% |
$1.6K - $1.87K
|
21.3K
$151K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-330- 1.62% |
$1.91K - $2.24K
|
20K
$142K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-361- 2.04% |
$2.09K - $2.45K
|
17.3K
$123K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-400- 1.76% |
$2.31K - $2.71K
|
22.3K
$159K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-459- 0.19% |
$2.65K - $3.11K
|
244K
$1.74M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-499- 0.78% |
$2.88K - $3.38K
|
63.5K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-516- 3.09% |
$2.98K - $3.5K
|
16.2K
$115K
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-587- 2.51% |
$3.39K - $3.98K
|
22.8K
$162K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-589- 2.36% |
$3.4K - $3.99K
|
24.3K
$173K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-644- 5.84% |
$3.72K - $4.37K
|
10.4K
$73.8K
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-700- 1.56% |
$4.05K - $4.75K
|
44.1K
$313K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-713- 39.33% |
$4.12K - $4.83K
|
1.1K
$7.82K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-753- 2.18% |
$4.35K - $5.11K
|
33.8K
$240K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-800- 2.94% |
$4.62K - $5.42K
|
26.4K
$188K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-800- 0.84% |
$4.62K - $5.42K
|
93.9K
$667K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-818- 0.96% |
$4.73K - $5.55K
|
84.1K
$598K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-922- 13.82% |
$5.33K - $6.25K
|
5.75K
$40.9K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-922- 13.82% |
$5.33K - $6.25K
|
5.75K
$40.9K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.03K- 0.21% |
$5.96K - $6.99K
|
495K
$3.52M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.03K- 0.21% |
$5.96K - $6.99K
|
495K
$3.52M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.05K- 4.64% |
$6.07K - $7.12K
|
21.6K
$154K
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.47K- 1.1% |
$8.47K - $9.93K
|
132K
$938K
|