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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-50KClosed |
$785K - $1.33M
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-118KClosed |
$752K - $2.3M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-2.03KClosed |
$12.9K - $39.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-39.7KClosed |
$253K - $774K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-400KClosed |
$2.54M - $7.8M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-13.6KClosed |
$86.8K - $266K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-21.2KClosed |
$135K - $414K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16.5KClosed |
$105K - $322K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Syquant Capital Sas
|
SELL
|
- |
-250KClosed |
$1.59M - $4.87M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-40KClosed |
$254K - $780K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-670Closed |
$4.26K - $13.1K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$139 - $660
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-103KClosed |
$145K - $689K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-10.2K- 28.9% |
$14.3K - $68K
|
25.1K
$692K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-2KClosed |
$2.8K - $13.3K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5Closed |
$7 - $33.4
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$140 - $667
|
100
$2.76K
|
|
Jan 20, 2021
Q4 2020
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-109KClosed |
$152K - $724K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-14.3KClosed |
$22.8K - $58.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.07MClosed |
$4.88M - $12.6M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32.3KClosed |
$51.3K - $132K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$4.84K - $12.5K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-778KClosed |
$1.24M - $3.19M
|
0
$0
|
|
Q2 2020 | |||||||
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 62.16% |
$2.37K - $15.9K
|
1.4K
$38.6K
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$17.1K - $115K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-65Closed |
$67 - $450
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-39KClosed |
$40.2K - $270K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-39.9KClosed |
$41.1K - $277K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-800Closed |
$824 - $5.54K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
American Research & Management Co.
|
SELL
|
- |
-500Closed |
$515 - $3.47K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-32.5KClosed |
$33.4K - $225K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-51.2KClosed |
$54.3K - $634K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-65.2KClosed |
$69.1K - $807K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-784Closed |
$831 - $9.71K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-191KClosed |
$202K - $2.36M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-747KClosed |
$792K - $9.26M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-20.4KClosed |
$21.6K - $253K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
CALL |
-300Closed |
$318 - $3.72K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.66KClosed |
$1.75K - $20.5K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-251Closed |
$266 - $3.11K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-177Closed |
$188 - $2.19K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-2.03MClosed |
$14.6M - $22.8M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Rubric Capital Management LP
New York, NY |
SELL
|
- |
-240KClosed |
$1.73M - $2.7M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.7KClosed |
$84.2K - $131K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$102K - $159K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-99Closed |
$713 - $1.11K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 25, 2019
Q3 2019
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-17.9KClosed |
$159K - $226K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
35K+ 7.0% |
$312K - $442K
|
535K
$14.7M
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-60.6KClosed |
$539K - $766K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$106K - $151K
|
12K
$330K
|