Purchases and Sales Made in Q3 2023 in Constellation Energy Corp (CEG)
This table provides information about the institutional ownership of Constellation Energy Corp (CEG) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 6.09% |
$9.1K - $11.2K
|
1.74K
$543K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
96+ 3.17% |
$8.74K - $10.8K
|
3.12K
$972K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
91New |
$8.28K - $10.2K
|
91
$28.3K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
89+ 2.52% |
$8.1K - $10K
|
3.62K
$1.13M
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
87+ 966.67% |
$7.92K - $9.78K
|
96
$29.9K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
81+ 4.11% |
$7.37K - $9.11K
|
2.05K
$639K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
77+ 5.39% |
$7.01K - $8.66K
|
1.51K
$469K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69+ 1.73% |
$6.28K - $7.76K
|
4.05K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
66+ 6.46% |
$6.01K - $7.42K
|
1.09K
$339K
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66+ 1.74% |
$6.01K - $7.42K
|
3.86K
$1.2M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
64+ 10.98% |
$5.82K - $7.2K
|
647
$202K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
64+ 1.56% |
$5.82K - $7.2K
|
4.18K
$1.3M
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
61+ 0.6% |
$5.55K - $6.86K
|
10.2K
$3.17M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
61+ 2.21% |
$5.55K - $6.86K
|
2.82K
$879K
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
60+ 33.33% |
$5.46K - $6.75K
|
240
$74.8K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 3.81% |
$5.46K - $6.75K
|
1.64K
$510K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57+ 5.29% |
$5.19K - $6.41K
|
1.13K
$353K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
52+ 1.99% |
$4.73K - $5.85K
|
2.67K
$832K
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
49+ 0.29% |
$4.46K - $5.51K
|
16.7K
$5.2M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
48+ 20.08% |
$4.37K - $5.4K
|
287
$89.4K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
45+ 1.02% |
$4.1K - $5.06K
|
4.46K
$1.39M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 4.95% |
$3.73K - $4.61K
|
870
$271K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
40New |
$3.64K - $4.5K
|
40
$12.5K
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
36New |
$3.28K - $4.05K
|
36
$11.2K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 1.2% |
$2.91K - $3.6K
|
2.69K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
28+ 1.02% |
$2.55K - $3.15K
|
2.78K
$865K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26+ 0.52% |
$2.37K - $2.92K
|
5.06K
$1.58M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 0.84% |
$2.28K - $2.81K
|
3K
$934K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25+ 0.62% |
$2.28K - $2.81K
|
4.04K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.3% |
$2.28K - $2.81K
|
1.95K
$608K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25+ 1.07% |
$2.28K - $2.81K
|
2.35K
$733K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23New |
$2.09K - $2.59K
|
23
$7.16K
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23+ 0.93% |
$2.09K - $2.59K
|
2.5K
$778K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
22+ 0.33% |
$2K - $2.47K
|
6.74K
$2.1M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 52.78% |
$1.73K - $2.14K
|
55
$17.1K
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.11% |
$1.46K - $1.8K
|
14.9K
$4.63M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13New |
$1.18K - $1.46K
|
13
$4.05K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12New |
$1.09K - $1.35K
|
12
$3.74K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12+ 12.12% |
$1.09K - $1.35K
|
111
$34.6K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.63% |
$1.09K - $1.35K
|
1.9K
$593K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 2.82% |
$1.09K - $1.35K
|
437
$136K
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11+ 0.25% |
$1K - $1.24K
|
4.33K
$1.35M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11New |
$1K - $1.24K
|
11
$3.43K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$910 - $1.12K
|
10
$3.11K
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
10+ 0.03% |
$910 - $1.12K
|
29.5K
$9.2M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 32.14% |
$819 - $1.01K
|
37
$11.5K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 6.08% |
$819 - $1.01K
|
157
$48.9K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 1.62% |
$819 - $1.01K
|
564
$176K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.59% |
$819 - $1.01K
|
1.54K
$481K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 0.59% |
$819 - $1.01K
|
1.54K
$481K
|