Latest Institutional Transactions on Crescent Energy CO (CRGY)
This table provides information on the latest institutional transactions involving Crescent Energy CO (CRGY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
777New |
$5.66K - $8.69K
|
777
$7.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
300New |
$2.19K - $3.35K
|
300
$2.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.84K- 3.64% |
$20.7K - $31.7K
|
75.2K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
11.3KNew |
$82K - $126K
|
11.3K
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
400New |
$2.92K - $4.47K
|
400
$3.73K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
132New |
$962 - $1.48K
|
132
$1.23K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.62K- 34.69% |
$26.4K - $40.5K
|
6.82K
$63.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
119New |
$868 - $1.33K
|
119
$1.11K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-7.43K- 13.88% |
$54.2K - $83.1K
|
46.1K
$430K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
100New |
$729 - $1.12K
|
100
$933
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
518+ 3.34% |
$3.78K - $5.79K
|
16K
$149K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
358+ 350.98% |
$2.61K - $4K
|
460
$4.29K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76+ 13.38% |
$554 - $850
|
644
$6.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-7.96K- 9.73% |
$58K - $89K
|
73.8K
$689K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
41.1K+ 207.97% |
$300K - $459K
|
60.8K
$568K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
14.3K+ 26.69% |
$104K - $160K
|
67.9K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
10.6KNew |
$77K - $118K
|
10.6K
$98.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.2KNew |
$81.7K - $125K
|
11.2K
$105K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.62K+ 19.82% |
$19.1K - $29.3K
|
15.8K
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.9K+ 22.28% |
$57.6K - $88.3K
|
43.4K
$405K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8New |
$58.3 - $89.4
|
8
$74.6
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-100- 0.71% |
$729 - $1.12K
|
14K
$131K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 25.0% |
$21.9 - $33.5
|
15
$140
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.75K- 87.01% |
$27.3K - $41.9K
|
560
$5.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
315New |
$2.3K - $3.52K
|
315
$2.94K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
34+ 45.95% |
$248 - $380
|
108
$1.01K
|
|
| Q1 2025 | |||||||
|
Oct 08, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
7.4K+ 8.81% |
$76.2K - $124K
|
91.4K
$853K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-18.6K- 37.65% |
$192K - $311K
|
30.8K
$287K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$721 - $1.17K
|
70
$653
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
93.1KNew |
$959K - $1.56M
|
93.1K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
162+ 771.43% |
$1.67K - $2.71K
|
183
$1.71K
|
|
|
May 15, 2025
Q1 2025
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-542K- 33.89% |
$5.59M - $9.08M
|
1.06M
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
12.1K+ 18.1% |
$125K - $203K
|
79K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
804KNew |
$8.28M - $13.5M
|
804K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02K+ 45.19% |
$10.5K - $17.1K
|
3.29K
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
329K+ 1124.12% |
$3.39M - $5.51M
|
358K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
20.9KNew |
$215K - $350K
|
20.9K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-10.6K- 24.58% |
$109K - $177K
|
32.5K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
560KNew |
$5.77M - $9.38M
|
560K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
200New |
$2.06K - $3.35K
|
200
$1.87K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
272K+ 544.72% |
$2.8M - $4.55M
|
322K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
579KNew |
$5.97M - $9.69M
|
579K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Seven Grand Managers, LLC
Bronxville, NY |
SELL
|
- |
-250K- 50.0% |
$2.58M - $4.18M
|
250K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.8KNew |
$122K - $198K
|
11.8K
$110K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
136KNew |
$1.4M - $2.28M
|
136K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
468New |
$4.82K - $7.83K
|
468
$4.37K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
11KNew |
$113K - $184K
|
11K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-109K- 16.09% |
$1.12M - $1.82M
|
567K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2- 0.01% |
$20.6 - $33.5
|
17K
$158K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
81.2KNew |
$836K - $1.36M
|
81.2K
$758K
|
|