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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.79KClosed |
$45.3K - $60.9K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58New |
$1.47K - $1.97K
|
58
$2.15K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 76.06% |
$1.37K - $1.84K
|
17
$632
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-38.1K- 27.06% |
$966K - $1.3M
|
103K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Palo Duro Investment Partners, LP
Chicago, IL |
BUY
|
- |
829KNew |
$21M - $28.2M
|
829K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
227KNew |
$5.74M - $7.72M
|
227K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-34- 1.33% |
$861 - $1.16K
|
2.53K
$94K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$30.9K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.64K+ 122.01% |
$193K - $260K
|
13.9K
$516K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
40KNew |
$1.01M - $1.36M
|
40K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.5KNew |
$519K - $698K
|
20.5K
$762K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 13.64% |
$1.14K - $1.53K
|
285
$10.6K
|
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-113K- 15.32% |
$2.86M - $3.84M
|
624K
$23.2M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
64.8K+ 181.89% |
$1.64M - $2.21M
|
100K
$3.73M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-87- 39.01% |
$2.2K - $2.96K
|
136
$5.05K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$2.56K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$186
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.4K+ 283.37% |
$288K - $387K
|
15.4K
$572K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-21- 26.25% |
$532 - $714
|
59
$2.19K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-79- 0.52% |
$2K - $2.69K
|
15K
$557K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
25.8KNew |
$859K - $1.24M
|
25.8K
$959K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 4.47% |
$266 - $384
|
171
$6.35K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$4.83K
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$599K - $864K
|
18K
$669K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.66% |
$37.1K - $53.5K
|
31.6K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
$4.99K - $7.2K
|
150
$5.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
227KNew |
$7.55M - $10.9M
|
227K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-8.6K- 18.38% |
$286K - $413K
|
38.2K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.07KNew |
$269K - $387K
|
8.07K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.52MNew |
$50.6M - $72.9M
|
1.52M
$56.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-300K- 33.33% |
$9.98M - $14.4M
|
600K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.76KNew |
$192K - $276K
|
5.76K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 8.77% |
$107K - $155K
|
40K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68New |
$2.26K - $3.26K
|
68
$2.53K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
439New |
$14.6K - $21.1K
|
439
$16.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$333K - $480K
|
10K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$333 - $480
|
10
$372
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.98KNew |
$265K - $383K
|
7.98K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-727- 8.85% |
$24.2K - $34.9K
|
7.49K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-66.7K- 4.54% |
$2.22M - $3.2M
|
1.4M
$52.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-647- 7.6% |
$21.5K - $31K
|
7.87K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
5.97KNew |
$198K - $286K
|
5.97K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
321New |
$10.7K - $15.4K
|
321
$11.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-300K- 66.67% |
$9.98M - $14.4M
|
150K
$5.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
730New |
$24.3K - $35K
|
730
$27.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-480K- 95.27% |
$16M - $23M
|
23.8K
$885K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
19.8KNew |
$657K - $948K
|
19.8K
$734K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 4.34% |
$41.4K - $59.7K
|
27.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 60.0% |
$99.8 - $144
|
2
$74.3
|
|