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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,150
shares
|
$18,584
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,079
shares
|
$17,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
900
shares
|
$14,544
0.0% of portfolio
|
Q1 2023
Reduced 2.39%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
662
shares
|
$10,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
640
shares
|
$10,342
0.0% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
603
shares
|
$9,744
0.0% of portfolio
|
Q4 2024
Reduced 60.92%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$6,464
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
385
shares
|
$6,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
371
shares
|
$5,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
270
shares
|
$4,363
0.0% of portfolio
|
Q4 2024
Added 8900.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
267
shares
|
$4,314
0.0% of portfolio
|
Q4 2024
Added 92.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
240
shares
|
$3,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
230
shares
|
$3,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
224
shares
|
$3,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
220
shares
|
$3,555
0.0% of portfolio
|
Q3 2024
Added 547.06%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
203
shares
|
$3,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
195
shares
|
$3,151
0.0% of portfolio
|
Q3 2024
Added 143.75%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
190
shares
|
$3,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
157
shares
|
$2,537
0.0% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$2,424
0.0% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
147
shares
|
$2,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
141
shares
|
$2,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
93
shares
|
$1,502
0.0% of portfolio
|
Q3 2024
Reduced 62.65%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
84
shares
|
$1,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
84
shares
|
$1,357
0.0% of portfolio
|
Q4 2024
Added 147.06%
|