Institutional Ownership Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
60
shares
|
$969
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
60
shares
|
$969
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
60
shares
|
$969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
49
shares
|
$791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$404
0.0% of portfolio
|
Q2 2023
Reduced 78.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
21
shares
|
$339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17
shares
|
$274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9
shares
|
$145
0.0% of portfolio
|
Q4 2023
Reduced 67.86%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
5
shares
|
$80
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3
shares
|
$48
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3
shares
|
$48
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$48
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|