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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-91- 0.14% |
$3.13K - $3.96K
|
62.8K
$1.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-78- 87.64% |
$2.69K - $3.39K
|
11
$303
|
|
| Q3 2023 | |||||||
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
115KNew |
$3.47M - $4.94M
|
115K
$3.17M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.6K- 42.11% |
$169K - $240K
|
7.7K
$212K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.53KNew |
$227K - $323K
|
7.53K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7KNew |
$211K - $301K
|
7K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
23.7KNew |
$716K - $1.02M
|
23.7K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.33% |
$30.2 - $42.9
|
303
$8.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
69.3KNew |
$2.09M - $2.97M
|
69.3K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
219KNew |
$6.6M - $9.39M
|
219K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.21K- 2.36% |
$66.6K - $94.8K
|
91.5K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-162K- 72.6% |
$4.89M - $6.96M
|
61.2K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
160K+ 400.0% |
$4.83M - $6.87M
|
200K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
95KNew |
$2.87M - $4.08M
|
95K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-37.2K- 31.53% |
$1.12M - $1.6M
|
80.8K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.74KNew |
$173K - $246K
|
5.74K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
13.9KNew |
$419K - $597K
|
13.9K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.1KNew |
$244K - $348K
|
8.1K
$223K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$755 - $1.07K
|
25
$689
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
98New |
$2.96K - $4.21K
|
98
$2.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.7KNew |
$444K - $632K
|
14.7K
$406K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 21.15% |
$47.7K - $67.8K
|
5.89K
$162K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12.1KNew |
$365K - $519K
|
12.1K
$333K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
231New |
$6.97K - $9.92K
|
231
$6.37K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.92KNew |
$179K - $254K
|
5.92K
$163K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
161+ 0.5% |
$4.86K - $6.91K
|
32.4K
$892K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
797New |
$24.1K - $34.2K
|
797
$22K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
136New |
$4.1K - $5.84K
|
136
$3.75K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-44K- 37.19% |
$1.33M - $1.89M
|
74.3K
$2.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13KNew |
$393K - $559K
|
13K
$359K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
18.3KNew |
$551K - $784K
|
18.3K
$503K
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
40KNew |
$1.21M - $1.72M
|
40K
$1.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$407K - $579K
|
13.5K
$372K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.15K+ 5.73% |
$54.4K - $68.1K
|
39.8K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
25KNew |
$632K - $791K
|
25K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-8.84K- 21.88% |
$224K - $280K
|
31.6K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-791- 6.7% |
$20K - $25K
|
11K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
545KNew |
$13.8M - $17.2M
|
545K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
84.8K+ 963.95% |
$2.15M - $2.68M
|
93.6K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.41KNew |
$187K - $234K
|
7.41K
$204K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.95K- 13.1% |
$49.3K - $61.6K
|
12.9K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
120KNew |
$3.02M - $3.78M
|
120K
$3.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$759 - $949
|
30
$827
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$1.13K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.58K+ 19.7% |
$65.2K - $81.6K
|
15.7K
$432K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
97.5KNew |
$2.47M - $3.08M
|
97.5K
$2.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.88K+ 289.74% |
$199K - $249K
|
10.6K
$292K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
124+ 0.56% |
$3.14K - $3.92K
|
22.4K
$619K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.16M - $1.46M
|
46K
$1.27M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 94.74% |
$455 - $569
|
37
$1.02K
|
|