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 290 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
270
shares
|
$3,850
0.0% of portfolio
|
Q4 2024
Added 8900.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
267
shares
|
$3,807
0.0% of portfolio
|
Q4 2024
Added 92.09%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
240
shares
|
$3,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
203
shares
|
$2,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
190
shares
|
$2,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
165
shares
|
$2,352
0.0% of portfolio
|
Q4 2024
Added 77.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
152
shares
|
$2,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$2,139
0.0% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
141
shares
|
$2,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
84
shares
|
$1,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
84
shares
|
$1,197
0.0% of portfolio
|
Q4 2024
Added 147.06%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
60
shares
|
$855
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
60
shares
|
$855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$655
0.0% of portfolio
|
Q4 2024
Reduced 70.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
39
shares
|
$556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
25
shares
|
$356
0.0% of portfolio
|
Q2 2023
Reduced 78.99%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
24
shares
|
$342
0.0% of portfolio
|
Q4 2024
Added 380.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21
shares
|
$299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
17
shares
|
$242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
12
shares
|
$171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
9
shares
|
$128
0.0% of portfolio
|
Q4 2023
Reduced 67.86%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3
shares
|
$42
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3
shares
|
$42
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3
shares
|
$42
0.0% of portfolio
|
Q3 2024
New holding
|