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 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.35KNew |
$211K - $304K
|
6.35K
$175K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-53.9K- 67.19% |
$1.79M - $2.59M
|
26.3K
$725K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$832 - $1.2K
|
25
$689
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.44K- 9.03% |
$47.9K - $69.1K
|
14.5K
$400K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$9.48K - $13.7K
|
285
$7.85K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
16.7KNew |
$556K - $801K
|
16.7K
$460K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-133K- 25.93% |
$4.04M - $6.24M
|
380K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.75K- 33.09% |
$114K - $176K
|
7.58K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$1K - $1.55K
|
33
$909
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.43K- 41.34% |
$73.7K - $114K
|
3.44K
$94.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-37K- 21.26% |
$1.12M - $1.74M
|
137K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
302K+ 74.59% |
$9.16M - $14.1M
|
706K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
57.7K+ 39.21% |
$1.75M - $2.71M
|
205K
$5.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.53K- 8.62% |
$138K - $212K
|
48K
$1.32M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.54KNew |
$168K - $260K
|
5.54K
$153K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
890+ 14.57% |
$27K - $41.7K
|
7K
$193K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.41K - $14.5K
|
310
$8.54K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
6.45KNew |
$196K - $302K
|
6.45K
$178K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$862 - $1.41K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-380Closed |
$12.6K - $20.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.13KNew |
$70.6K - $116K
|
2.13K
$58.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$355K - $582K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-147Closed |
$4.87K - $7.99K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.15K+ 153.28% |
$37.9K - $62.2K
|
1.89K
$52.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
54.9K+ 208.18% |
$1.82M - $2.98M
|
81.2K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-926- 6.46% |
$30.7K - $50.3K
|
13.4K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-39KClosed |
$1.29M - $2.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
11.9KNew |
$394K - $647K
|
11.9K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-487Closed |
$16.1K - $26.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-7.5KClosed |
$249K - $408K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.1KNew |
$434K - $713K
|
13.1K
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-16.4KClosed |
$545K - $894K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
5.55KNew |
$184K - $302K
|
5.55K
$153K
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
4KNew |
$133K - $217K
|
4K
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-8.36KClosed |
$277K - $455K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
13.9KNew |
$461K - $756K
|
13.9K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.39K- 41.13% |
$146K - $239K
|
6.29K
$173K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
15.5KNew |
$512K - $840K
|
15.5K
$426K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-85Closed |
$2.82K - $4.62K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-100K- 30.3% |
$3.31M - $5.44M
|
230K
$6.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
644+ 7.72% |
$21.3K - $35K
|
8.99K
$248K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
109New |
$3.61K - $5.93K
|
109
$3K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.5K- 13.09% |
$82.9K - $136K
|
16.6K
$457K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-37.1KClosed |
$1.23M - $2.02M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-12.8KClosed |
$425K - $698K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$33.1K - $54.4K
|
1K
$27.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.15K- 41.0% |
$204K - $334K
|
8.85K
$244K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7- 35.0% |
$232 - $381
|
13
$358
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 50.0% |
$365 - $598
|
11
$303
|
|
|
Jul 26, 2022
Q2 2022
|
Jb Investments Management, LLC
|
SELL
|
- |
-2.26MClosed |
$75M - $123M
|
0
$0
|
|