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 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
46New |
$1.99K - $2.43K
|
46
$1.73K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.2K+ 259900.0% |
$225K - $274K
|
5.2K
$195K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.32KNew |
$230K - $281K
|
5.32K
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-15.1K- 31.07% |
$651K - $795K
|
33.4K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-44- 40.0% |
$1.9K - $2.32K
|
66
$2.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10+ 142.86% |
$432 - $528
|
17
$638
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
705+ 7.26% |
$30.5K - $37.2K
|
10.4K
$391K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$21.6K - $26.4K
|
500
$18.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
199New |
$8.6K - $10.5K
|
199
$7.47K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.89% |
$43.2 - $52.8
|
54
$2.03K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$43.8K - $53.5K
|
1.01K
$38.1K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 2.5% |
$69.8K - $97.8K
|
80.3K
$3.02M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.55K- 22.83% |
$55.2K - $77.4K
|
5.25K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
490KNew |
$17.4M - $24.4M
|
490K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.65K+ 114.84% |
$165K - $232K
|
8.7K
$327K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99- 1.91% |
$3.52K - $4.94K
|
5.08K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$188K - $264K
|
5.3K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.71K- 19.56% |
$203K - $285K
|
23.5K
$882K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.74KNew |
$169K - $236K
|
4.74K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.5KNew |
$231K - $324K
|
6.5K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$320 - $449
|
9
$338
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.24K- 13.75% |
$79.5K - $112K
|
14K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
188KNew |
$6.68M - $9.37M
|
188K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.2K- 64.91% |
$860K - $1.21M
|
13.1K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-618- 9.21% |
$22K - $30.8K
|
6.09K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.67KNew |
$166K - $233K
|
4.67K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7K+ 119.51% |
$249K - $349K
|
12.8K
$482K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$521K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.75K- 2.73% |
$62.3K - $87.3K
|
62.5K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.48K- 99.94% |
$302K - $423K
|
5
$188
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.01K- 1.6% |
$71.6K - $100K
|
124K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.05KNew |
$144K - $202K
|
4.05K
$152K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.6K- 87.45% |
$1.2M - $1.68M
|
4.83K
$181K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.21KNew |
$150K - $210K
|
4.21K
$158K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.6KNew |
$235K - $329K
|
6.6K
$248K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.41KNew |
$192K - $270K
|
5.41K
$203K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
400New |
$14.2K - $19.9K
|
400
$15K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
62.5KNew |
$2.22M - $3.12M
|
62.5K
$2.35M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$36.6K - $51.2K
|
1.03K
$38.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-23- 5.76% |
$818 - $1.15K
|
376
$14.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28+ 1.75% |
$996 - $1.4K
|
1.63K
$61.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-612- 8.49% |
$21.8K - $30.5K
|
6.6K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.72KNew |
$168K - $235K
|
4.72K
$177K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.43% |
$2.84K - $3.99K
|
780
$29.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.56KNew |
$340K - $477K
|
9.56K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.2K- 52.15% |
$42.7K - $59.8K
|
1.1K
$41.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 10.71% |
$107 - $150
|
25
$939
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 8.05% |
$249 - $349
|
80
$3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$17.8K - $24.9K
|
500
$18.8K
|
|