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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-12.8KClosed |
$425K - $698K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-37.1KClosed |
$1.23M - $2.02M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$33.1K - $54.4K
|
1K
$43.4K
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.15K- 41.0% |
$204K - $334K
|
8.85K
$384K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7- 35.0% |
$232 - $381
|
13
$564
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-33.8K- 83.0% |
$1.12M - $1.83M
|
6.91K
$300K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 50.0% |
$365 - $598
|
11
$477
|
|
Jul 26, 2022
Q2 2022
|
Jb Investments Management, LLC
|
SELL
|
- |
-2.26MClosed |
$75M - $123M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-8.85KClosed |
$293K - $481K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
12K+ 26.08% |
$399K - $654K
|
58.2K
$2.52M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.18KClosed |
$304K - $499K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-850- 7.16% |
$28.2K - $46.2K
|
11K
$478K
|
|
Q1 2022 | |||||||
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-370- 37.37% |
$11.6K - $15.7K
|
620
$26.9K
|
|
May 16, 2022
Q1 2022
|
Condire Management, LP
Dallas, TX |
SELL
|
- |
-86.4KClosed |
$2.71M - $3.67M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.4KNew |
$43.9K - $59.5K
|
1.4K
$60.7K
|
|
May 13, 2022
Q1 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-723Closed |
$22.7K - $30.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-96KClosed |
$3.01M - $4.08M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
310New |
$9.72K - $13.2K
|
310
$13.4K
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-87.1KClosed |
$2.73M - $3.7M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-14KClosed |
$439K - $595K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$34.8K - $47.2K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$188 - $255
|
6
$260
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-3.2KClosed |
$86.6K - $121K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Slate Path Capital LP
New York, NY |
SELL
|
- |
-1.18MClosed |
$31.9M - $44.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-355Closed |
$9.61K - $13.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-75KClosed |
$2.03M - $2.82M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-500KClosed |
$13.5M - $18.8M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-412KClosed |
$11.2M - $15.5M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hill City Capital, LP
Boston, MA |
SELL
|
- |
-310K- 53.45% |
$8.39M - $11.7M
|
270K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
150KNew |
$4.06M - $5.65M
|
150K
$6.5M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-238Closed |
$6.44K - $8.96K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-725Closed |
$19.6K - $27.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 89.55% |
$8.12K - $11.3K
|
35
$1.52K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-13.2KClosed |
$358K - $498K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-52Closed |
$1.41K - $1.96K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-10KClosed |
$271K - $377K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30Closed |
$812 - $1.13K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$22.9K - $39.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
SELL
|
CALL |
-40KClosed |
$610K - $1.06M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-6.81KClosed |
$104K - $180K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-8.97KClosed |
$137K - $237K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.65MClosed |
$25.2M - $43.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lasry Marc
New York, NY |
SELL
|
- |
-193KClosed |
$2.95M - $5.09M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-395KClosed |
$6.03M - $10.4M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.36KNew |
$81.7K - $141K
|
5.36K
$232K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
7.72KNew |
$118K - $204K
|
7.72K
$335K
|
|
Nov 12, 2021
Q3 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-84KClosed |
$1.28M - $2.22M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-50KClosed |
$763K - $1.32M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
93New |
$1.42K - $2.45K
|
93
$4.03K
|