Purchases and Sales Made in Q3 2024 in Southwestern Energy CO (SWN)
This table provides information about the institutional ownership of Southwestern Energy CO (SWN) during Q3 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
304+ 47.13% |
$1.82K - $2.17K
|
949
$6.75K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
300New |
$1.8K - $2.15K
|
300
$2.13K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
280+ 0.38% |
$1.68K - $2K
|
73.6K
$523K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
278+ 1.31% |
$1.67K - $1.99K
|
21.4K
$152K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
278+ 19.83% |
$1.67K - $1.99K
|
1.68K
$11.9K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
195+ 19.48% |
$1.17K - $1.39K
|
1.2K
$8.5K
|
|
Nov 14, 2024
Q3 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
169+ 0.03% |
$1.01K - $1.21K
|
597K
$4.25M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
146+ 1.2% |
$876 - $1.04K
|
12.3K
$87.4K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
115New |
$690 - $822
|
115
$818
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
106+ 1.92% |
$636 - $758
|
5.63K
$40K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
102+ 0.61% |
$612 - $729
|
16.8K
$119K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
101+ 0.78% |
$606 - $722
|
13.1K
$93.1K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101+ 17.97% |
$606 - $722
|
663
$4.71K
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.01% |
$600 - $715
|
1.12M
$7.97M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 13.8% |
$558 - $665
|
767
$5.45K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
90New |
$540 - $644
|
90
$640
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
46+ 0.3% |
$276 - $329
|
15.5K
$110K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$198 - $236
|
33
$235
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
26New |
$156 - $186
|
26
$185
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 0.08% |
$150 - $179
|
31K
$221K
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
21+ 0.04% |
$126 - $150
|
47.2K
$335K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 10.0% |
$96 - $114
|
176
$1.25K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
14+ 0.09% |
$84 - $100
|
15.9K
$113K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12New |
$72 - $85.8
|
12
$85.3
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 10.53% |
$36 - $42.9
|
63
$448
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$30 - $35.8
|
5
$35.6
|
|
Nov 14, 2024
Q3 2024
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2- 0.02% |
$12 - $14.3
|
11.2K
$79.9K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-13- 25.49% |
$78 - $93
|
38
$270
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.1% |
$120 - $143
|
19.1K
$136K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-55- 0.36% |
$330 - $393
|
15.2K
$108K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.33% |
$420 - $501
|
21K
$149K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-96- 0.06% |
$576 - $686
|
159K
$1.13M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-171- 48.72% |
$1.03K - $1.22K
|
180
$1.28K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-185- 27.53% |
$1.11K - $1.32K
|
487
$3.46K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-240- 32.21% |
$1.44K - $1.72K
|
505
$3.59K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-244- 1.23% |
$1.46K - $1.74K
|
19.6K
$139K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-246- 0.75% |
$1.48K - $1.76K
|
32.5K
$231K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-248- 44.21% |
$1.49K - $1.77K
|
313
$2.23K
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-378- 35.73% |
$2.27K - $2.7K
|
680
$4.83K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-400- 40.0% |
$2.4K - $2.86K
|
600
$4.27K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-411- 30.67% |
$2.47K - $2.94K
|
929
$6.61K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-456- 2.46% |
$2.74K - $3.26K
|
18.1K
$129K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-464- 0.26% |
$2.78K - $3.32K
|
177K
$1.26M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-500- 0.09% |
$3K - $3.58K
|
586K
$4.17M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-630- 0.47% |
$3.78K - $4.5K
|
132K
$939K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-680- 5.09% |
$4.08K - $4.86K
|
12.7K
$90.1K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-733- 0.06% |
$4.4K - $5.24K
|
1.23M
$8.77M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-839- 1.31% |
$5.03K - $6K
|
63.2K
$449K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-999- 1.69% |
$5.99K - $7.14K
|
58K
$413K
|