Purchases and Sales Made in Q4 2023 in Southwestern Energy CO (SWN)
This table provides information about the institutional ownership of Southwestern Energy CO (SWN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
327+ 0.21% |
$1.98K - $2.47K
|
157K
$1.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
327+ 145.33% |
$1.98K - $2.47K
|
552
$3.92K
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
307New |
$1.86K - $2.32K
|
307
$2.18K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
306New |
$1.85K - $2.31K
|
306
$2.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
284+ 18.41% |
$1.72K - $2.14K
|
1.83K
$13K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
253+ 1.75% |
$1.53K - $1.91K
|
14.7K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
239+ 1.58% |
$1.45K - $1.8K
|
15.3K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
210New |
$1.27K - $1.59K
|
210
$1.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$1.21K - $1.51K
|
200
$1.42K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$1.21K - $1.51K
|
200
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
162New |
$982 - $1.22K
|
162
$1.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151+ 1.76% |
$915 - $1.14K
|
8.73K
$62.1K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
150New |
$909 - $1.13K
|
150
$1.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
147+ 39.2% |
$891 - $1.11K
|
522
$3.71K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
147+ 1.32% |
$891 - $1.11K
|
11.3K
$80.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 1.22% |
$745 - $929
|
10.2K
$72.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
113+ 0.81% |
$685 - $853
|
14.1K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
110+ 16.44% |
$667 - $831
|
779
$5.54K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
100+ 0.01% |
$606 - $755
|
1.23M
$8.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
49+ 0.24% |
$297 - $370
|
20.6K
$146K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
47+ 14.78% |
$285 - $355
|
365
$2.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$224 - $279
|
37
$263
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
28New |
$170 - $211
|
28
$199
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 42.59% |
$139 - $174
|
77
$547
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 20.18% |
$139 - $174
|
137
$974
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14New |
$84.8 - $106
|
14
$99.5
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$30.3 - $37.8
|
5
$35.6
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8- 0.05% |
$48.5 - $60.4
|
15.4K
$110K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-27- 0.17% |
$164 - $204
|
16.2K
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-38- 0.03% |
$230 - $287
|
132K
$938K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-65- 0.43% |
$394 - $491
|
15.1K
$107K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-70- 6.54% |
$424 - $529
|
1K
$7.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-78- 1.18% |
$473 - $589
|
6.54K
$46.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-86- 0.22% |
$521 - $649
|
39.7K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 0.09% |
$606 - $755
|
117K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-138- 0.3% |
$836 - $1.04K
|
45.1K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-151- 9.9% |
$915 - $1.14K
|
1.38K
$9.78K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-160- 24.06% |
$970 - $1.21K
|
505
$3.59K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-202- 0.65% |
$1.22K - $1.53K
|
31K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-234- 9.09% |
$1.42K - $1.77K
|
2.34K
$16.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-263- 4.58% |
$1.59K - $1.99K
|
5.49K
$39K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-288- 1.86% |
$1.75K - $2.17K
|
15.2K
$108K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-334- 2.95% |
$2.02K - $2.52K
|
11K
$78K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-338- 0.36% |
$2.05K - $2.55K
|
93K
$661K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-391- 2.95% |
$2.37K - $2.95K
|
12.8K
$91.3K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-407- 6.83% |
$2.47K - $3.07K
|
5.55K
$39.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-412- 3.1% |
$2.5K - $3.11K
|
12.9K
$91.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-450- 0.08% |
$2.73K - $3.4K
|
565K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-500- 2.31% |
$3.03K - $3.78K
|
21.1K
$150K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-625- 4.8% |
$3.79K - $4.72K
|
12.4K
$88.1K
|