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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.5KNew |
$231K - $324K
|
6.5K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.2K- 64.91% |
$860K - $1.21M
|
13.1K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$320 - $449
|
9
$248
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7K+ 119.51% |
$249K - $349K
|
12.8K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.67KNew |
$166K - $233K
|
4.67K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-618- 9.21% |
$22K - $30.8K
|
6.09K
$168K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.48K- 99.94% |
$302K - $423K
|
5
$138
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.75K- 2.73% |
$62.3K - $87.3K
|
62.5K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.05KNew |
$144K - $202K
|
4.05K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.01K- 1.6% |
$71.6K - $100K
|
124K
$3.42M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.6KNew |
$235K - $329K
|
6.6K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.6K- 87.45% |
$1.2M - $1.68M
|
4.83K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.21KNew |
$150K - $210K
|
4.21K
$116K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.41KNew |
$192K - $270K
|
5.41K
$149K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
400New |
$14.2K - $19.9K
|
400
$11K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
62.5KNew |
$2.22M - $3.12M
|
62.5K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$36.6K - $51.2K
|
1.03K
$28.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-23- 5.76% |
$818 - $1.15K
|
376
$10.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28+ 1.75% |
$996 - $1.4K
|
1.63K
$44.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.72KNew |
$168K - $235K
|
4.72K
$130K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-612- 8.49% |
$21.8K - $30.5K
|
6.6K
$182K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.56KNew |
$340K - $477K
|
9.56K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.2K- 52.15% |
$42.7K - $59.8K
|
1.1K
$30.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$17.8K - $24.9K
|
500
$13.8K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$3.45K - $4.84K
|
97
$2.67K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
26+ 0.4% |
$925 - $1.3K
|
6.46K
$178K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.07KNew |
$145K - $203K
|
4.07K
$112K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
53.6K+ 16.29% |
$1.85M - $2.33M
|
383K
$10.5M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.67KNew |
$92K - $116K
|
2.67K
$73.6K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
225New |
$7.75K - $9.79K
|
225
$6.2K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-74.5K- 41.27% |
$2.57M - $3.24M
|
106K
$2.92M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
199+ 117.75% |
$6.85K - $8.66K
|
368
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
BUY
|
- |
35.4KNew |
$1.22M - $1.54M
|
35.4K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.59K- 4.9% |
$261K - $330K
|
147K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
223New |
$7.68K - $9.7K
|
223
$6.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
29.7KNew |
$1.02M - $1.29M
|
29.7K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
- |
183KNew |
$6.29M - $7.95M
|
183K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
243New |
$8.37K - $10.6K
|
243
$6.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
180K+ 1639.87% |
$6.18M - $7.81M
|
190K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
CALL |
19KNew |
$654K - $827K
|
19K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.02K+ 385.66% |
$35.2K - $44.5K
|
1.29K
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-175K- 70.86% |
$6.02M - $7.61M
|
71.9K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$3.1K - $3.92K
|
90
$2.48K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 119.23% |
$1.07K - $1.35K
|
57
$1.57K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$1.38K - $1.74K
|
40
$1.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-779- 10.48% |
$26.8K - $33.9K
|
6.66K
$183K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$36.2K - $45.8K
|
1.05K
$29K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.8K- 47.46% |
$96.4K - $122K
|
3.1K
$85.4K
|
|