Latest Institutional Transactions on Sm Energy CO (SM)
This table provides information on the latest institutional transactions involving Sm Energy CO (SM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 27.34% |
$26.1K - $39.1K
|
5.97K
$165K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.25% |
$102 - $153
|
75
$2.07K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 9.73% |
$591 - $885
|
327
$9.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
505+ 1.76% |
$10.3K - $15.4K
|
29.2K
$805K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.33K- 7.24% |
$68K - $102K
|
42.7K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
218KNew |
$4.45M - $6.67M
|
218K
$6.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 10.34% |
$1.84K - $2.75K
|
780
$21.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-497- 11.48% |
$10.1K - $15.2K
|
3.83K
$106K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
41.2K+ 7.08% |
$841K - $1.26M
|
624K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 8.79% |
$1.63K - $2.44K
|
990
$27.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
35+ 13.62% |
$714 - $1.07K
|
292
$8.05K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-534- 3.44% |
$10.9K - $16.3K
|
15K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.26K+ 6.1% |
$46.1K - $69K
|
39.4K
$1.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.34KNew |
$170K - $255K
|
8.34K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
252+ 17.11% |
$5.14K - $7.69K
|
1.73K
$47.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-45- 2.96% |
$918 - $1.37K
|
1.48K
$40.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 82.61% |
$387 - $580
|
42
$1.16K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.45K+ 332.8% |
$29.6K - $44.3K
|
1.89K
$52K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-13.2K- 52.43% |
$269K - $402K
|
12K
$329K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-61- 12.68% |
$1.24K - $1.86K
|
420
$11.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25.3K+ 30.78% |
$515K - $771K
|
107K
$2.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
590New |
$12K - $18K
|
590
$16.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 1.97% |
$449 - $671
|
1.1K
$30.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 0.91% |
$143 - $214
|
780
$21.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
231+ 2.88% |
$4.71K - $7.05K
|
8.25K
$227K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.85K+ 16.19% |
$50.3K - $82.9K
|
13.3K
$367K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-70K- 48.64% |
$1.9M - $3.13M
|
73.9K
$2.04M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-176- 2.32% |
$4.78K - $7.87K
|
7.41K
$204K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
144+ 194.59% |
$3.91K - $6.44K
|
218
$6.01K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
734+ 0.6% |
$19.9K - $32.8K
|
123K
$3.4M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$40.7K - $67K
|
1.5K
$41.3K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.11K+ 1.11% |
$112K - $184K
|
376K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$27.2 - $44.7
|
1
$27.6
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
36New |
$977 - $1.61K
|
36
$992
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
905+ 52.19% |
$24.6K - $40.4K
|
2.64K
$72.7K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-76.2K- 68.32% |
$2.07M - $3.4M
|
35.3K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-63K- 24.71% |
$1.71M - $2.81M
|
192K
$5.29M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 8.51% |
$3.26M - $5.37M
|
1.29M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.57K+ 0.67% |
$69.8K - $115K
|
389K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
428K+ 83.7% |
$11.6M - $19.1M
|
940K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-132K- 69.84% |
$3.59M - $5.91M
|
57.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
128K+ 38.38% |
$3.48M - $5.72M
|
462K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
26+ 18.44% |
$706 - $1.16K
|
167
$4.6K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
86.9K+ 841.16% |
$2.36M - $3.88M
|
97.2K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
22.8K+ 289.86% |
$619K - $1.02M
|
30.7K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
160K+ 36.67% |
$4.33M - $7.13M
|
595K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
403New |
$10.9K - $18K
|
403
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
309KNew |
$8.38M - $13.8M
|
309K
$8.51M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.07K- 26.32% |
$192K - $316K
|
19.8K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 31.41% |
$635K - $1.05M
|
97.9K
$2.7M
|
|