Purchases and Sales Made in Q1 2024 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q1 2024. The information is specifically focused on institutions that hold shares of Constellation Energy Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 0.24% |
$2.23K - $3.75K
|
8.23K
$2.56M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 3.13% |
$2.12K - $3.56K
|
626
$195K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18+ 1.01% |
$2.01K - $3.37K
|
1.8K
$560K
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
18+ 0.53% |
$2.01K - $3.37K
|
3.41K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
18New |
$2.01K - $3.37K
|
18
$5.61K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 78.26% |
$2.01K - $3.37K
|
41
$12.8K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
17+ 0.9% |
$1.89K - $3.18K
|
1.9K
$591K
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
16+ 0.84% |
$1.78K - $3K
|
1.92K
$599K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 6.81% |
$1.78K - $3K
|
251
$78.2K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.56% |
$1.78K - $3K
|
2.85K
$888K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 20.55% |
$1.67K - $2.81K
|
88
$27.4K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.79% |
$1.56K - $2.62K
|
1.78K
$553K
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
13+ 0.66% |
$1.45K - $2.43K
|
1.98K
$616K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 7.74% |
$1.34K - $2.25K
|
167
$52K
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.5% |
$1.34K - $2.25K
|
2.43K
$755K
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11+ 0.29% |
$1.23K - $2.06K
|
3.85K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10New |
$1.11K - $1.87K
|
10
$3.11K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.21% |
$1K - $1.69K
|
4.35K
$1.35M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
9New |
$1K - $1.69K
|
9
$2.8K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9+ 0.41% |
$1K - $1.69K
|
2.23K
$693K
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$1K - $1.69K
|
9
$2.8K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
9New |
$1K - $1.69K
|
9
$2.8K
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$891 - $1.5K
|
1.6K
$500K
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8New |
$891 - $1.5K
|
8
$2.49K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$891 - $1.5K
|
8
$2.49K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7New |
$780 - $1.31K
|
7
$2.18K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$668 - $1.12K
|
6
$1.87K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 3.64% |
$668 - $1.12K
|
171
$53.3K
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.31% |
$668 - $1.12K
|
1.96K
$611K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
6+ 2.15% |
$668 - $1.12K
|
285
$88.8K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6+ 120.0% |
$668 - $1.12K
|
11
$3.43K
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5+ 1.66% |
$557 - $936
|
307
$95.6K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 9.62% |
$557 - $936
|
57
$17.8K
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.39% |
$557 - $936
|
1.29K
$403K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 2.69% |
$557 - $936
|
191
$59.5K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$557 - $936
|
5
$1.56K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$446 - $749
|
2.2K
$684K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 80.0% |
$446 - $749
|
9
$2.8K
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$446 - $749
|
4
$1.25K
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3+ 0.1% |
$334 - $562
|
2.91K
$907K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 13.64% |
$334 - $562
|
25
$7.79K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.59% |
$334 - $562
|
514
$160K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$334 - $562
|
3
$934
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 0.52% |
$334 - $562
|
577
$180K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.18% |
$223 - $375
|
171
$53.3K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2+ 0.03% |
$223 - $375
|
7.73K
$2.41M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.17% |
$223 - $375
|
1.2K
$372K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 13.33% |
$223 - $375
|
17
$5.3K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2+ 5.56% |
$223 - $375
|
38
$11.8K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.18% |
$223 - $375
|
1.12K
$348K
|