Filing Research | COTERRA ENERGY INC Institutional Holdings

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	MIZUHO SECURITIES USA LLC	Shares	45.9KSH	$1.6M
2	IFP Advisors, Inc	Shares	4.2KSH	$115.2K

Manager changes2026-06-30 vs 2026-03-31

50 / 233 loaded

#		Instrument
1	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$1.6M
2	TSFG, LLC exited	Shares	-50	-$2	$0
3	Roble, Belko & Company, Inc exited	Shares	-154	-$5	$0
4	Capital Advisors, Ltd. LLC exited	Shares	-665	-$23	$0
5	Quaker Wealth Management, LLC exited	Shares	-2	-$71	$0
6	EVOLUTION WEALTH MANAGEMENT INC. exited	Shares	-5	-$176	$0
7	DELTA CAPITAL MANAGEMENT LLC exited	Shares	-6.0K	-$211	$0
8	CIGNA INVESTMENTS INC /NEW exited	Shares	-7.5K	-$262	$0
9	Davis Capital Management exited	Shares	-10	-$351	$0
10	CX Institutional exited	Shares	-12.7K	-$447	$0
11	Hughes Financial Services, LLC exited	Shares	-14	-$492	$0
12	Aventura Private Wealth, LLC exited	Shares	-15	-$527	$0
13	Portus Wealth Advisors, LLC exited	Shares	-15	-$527	$0
14	TopTier Wealth Management, LLC exited	Shares	-18	-$633	$0
15	PARK AVENUE SECURITIES LLC exited	Shares	-25.8K	-$907	$0
16	Wealth Enhancement Trust Services, Inc. exited	Shares	-28	-$984	$0
17	Physician Wealth Advisors, Inc. exited	Shares	-29	-$1.0K	$0
18	Fruth Investment Management exited	Shares	-30.7K	-$1.1K	$0
19	HIGHLINE WEALTH PARTNERS LLC exited	Shares	-32	-$1.1K	$0
20	Founders Capital Management exited	Shares	-40	-$1.4K	$0
21	Arlington Trust Co LLC exited	Shares	-40	-$1.4K	$0
22	Moisand Fitzgerald Tamayo, LLC exited	Shares	-49	-$1.7K	$0
23	TOTH FINANCIAL ADVISORY CORP exited	Shares	-50	-$1.8K	$0
24	Vermillion Wealth Management, Inc. exited	Shares	-53	-$1.9K	$0
25	TFC Financial Management, Inc. exited	Shares	-57	-$2.0K	$0
26	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-65	-$2.3K	$0
27	HM PAYSON & CO exited	Shares	-70	-$2.5K	$0
28	1015 Capital Partners, LLC exited	Shares	-71	-$2.5K	$0
29	State of Alaska, Department of Revenue exited	Shares	-74.5K	-$2.6K	$0
30	Midway Capital Research & Management exited	Shares	-75	-$2.6K	$0
31	CoreCap Advisors, LLC exited	Shares	-87	-$3.1K	$0
32	DiNuzzo Private Wealth, Inc. exited	Shares	-89	-$3.1K	$0
33	Granite FO LLC exited	Shares	-92	-$3.2K	$0
34	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-100	-$3.5K	$0
35	Smallwood Wealth Investment Management, LLC exited	Shares	-100	-$3.5K	$0
36	Torren Management, LLC exited	Shares	-110	-$3.9K	$0
37	Aspect Partners, LLC exited	Shares	-117	-$4.1K	$0
38	Key FInancial Inc exited	Shares	-120	-$4.2K	$0
39	Abound Wealth Management exited	Shares	-124	-$4.4K	$0
40	Retirement Wealth Solutions LLC exited	Shares	-131	-$4.6K	$0
41	Clayton Financial Group LLC exited	Shares	-136	-$4.8K	$0
42	AMALGAMATED BANK exited	Shares	-150.6K	-$5.3K	$0
43	True Wealth Design, LLC exited	Shares	-158	-$5.6K	$0
44	GODSEY & GIBB, INC exited	Shares	-185	-$6.5K	$0
45	Kentucky Trust Co exited	Shares	-200	-$7.0K	$0
46	Strategic Investment Solutions, Inc. /IL exited	Shares	-200	-$7.0K	$0
47	COUNTRY TRUST BANK exited	Shares	-225	-$7.9K	$0
48	Golden State Wealth Management, LLC exited	Shares	-225	-$7.9K	$0
49	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-247	-$8.7K	$0
50	Sound Income Strategies, LLC exited	Shares	-263	-$8.9K	$0

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