Purchases and Sales Made in Q4 2023 in Crescent Energy CO (CRGY)
This table provides information about the institutional ownership of Crescent Energy CO (CRGY) during Q4 2023. The information is specifically focused on institutions that hold shares of Crescent Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.04% |
$62.6 - $82.6
|
15.4K
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 0.93% |
$52.2 - $68.9
|
545
$8.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-19- 67.86% |
$198 - $262
|
9
$136
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20- 0.05% |
$209 - $275
|
37.8K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 90.91% |
$313 - $413
|
3
$45.2
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-159- 0.11% |
$1.66K - $2.19K
|
144K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-321- 1.32% |
$3.35K - $4.42K
|
23.9K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-896- 2.85% |
$9.35K - $12.3K
|
30.5K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1K- 39.79% |
$10.4K - $13.8K
|
1.51K
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.39K- 4.35% |
$24.9K - $32.8K
|
52.5K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 51.39% |
$36.9K - $48.7K
|
3.35K
$50.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 12.41% |
$42.8K - $56.5K
|
28.9K
$436K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.21K- 2.18% |
$43.9K - $57.9K
|
189K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.91K- 5.84% |
$51.2K - $67.5K
|
79K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.5K- 96.45% |
$78.3K - $103K
|
276
$4.16K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-10.6K- 58.73% |
$110K - $146K
|
7.43K
$112K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.7K- 18.48% |
$122K - $161K
|
51.4K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-16.5K- 14.67% |
$172K - $227K
|
96K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-18K- 10.45% |
$188K - $248K
|
154K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-20.9K- 41.71% |
$218K - $288K
|
29.2K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-25.2K- 43.58% |
$263K - $347K
|
32.6K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-25.5K- 43.14% |
$266K - $351K
|
33.6K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.7K- 62.91% |
$278K - $367K
|
15.7K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-27.8K- 46.87% |
$290K - $383K
|
31.5K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.7K- 32.58% |
$424K - $560K
|
84.1K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-44.5K- 35.45% |
$465K - $613K
|
81K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-45.1K- 6.2% |
$471K - $621K
|
682K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-52.8K- 13.33% |
$551K - $727K
|
343K
$5.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
SELL
|
- |
-58.6K- 71.38% |
$612K - $807K
|
23.5K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-61.5K- 55.87% |
$642K - $847K
|
48.6K
$731K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-97.9K- 70.38% |
$1.02M - $1.35M
|
41.2K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-97.9K- 70.38% |
$1.02M - $1.35M
|
41.2K
$620K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-344K- 39.08% |
$3.59M - $4.74M
|
536K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-817K- 77.48% |
$8.53M - $11.3M
|
238K
$3.58M
|