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 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-43Closed |
$644 - $909
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-11.5KClosed |
$173K - $244K
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.66KClosed |
$69.8K - $98.5K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-26.3KClosed |
$395K - $557K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Barings LLC
|
SELL
|
- |
-15.2KClosed |
$228K - $321K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
500New |
$7.49K - $10.6K
|
500
$18.6K
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18Closed |
$270 - $381
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-14KClosed |
$189K - $469K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-11.3KClosed |
$152K - $377K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
173+ 29.98% |
$2.33K - $5.79K
|
750
$27.9K
|
|
Feb 14, 2019
Q4 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-76Closed |
$1.03K - $2.54K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Bamco Inc
New York, NY |
SELL
|
- |
-35.6KClosed |
$480K - $1.19M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-600Closed |
$8.09K - $20.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-280Closed |
$3.78K - $9.37K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-36.4KClosed |
$491K - $1.22M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-20.5KClosed |
$276K - $685K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-8.4KClosed |
$113K - $281K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8.32KClosed |
$112K - $279K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Perkins Capital Management Inc
|
SELL
|
- |
-11.5KClosed |
$155K - $385K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$150K - $372K
|
11.1K
$412K
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-23Closed |
$310 - $770
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-8.2KClosed |
$111K - $274K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Red Cedar Capital, LLC
|
SELL
|
- |
-690Closed |
$9.31K - $23.1K
|
0
$0
|
|
Jan 22, 2019
Q4 2018
|
James Investment Research Inc
|
SELL
|
- |
-70.7KClosed |
$953K - $2.37M
|
0
$0
|
|
Jan 11, 2019
Q4 2018
|
American National Bank
|
SELL
|
- |
-1.87KClosed |
$25.2K - $62.6K
|
0
$0
|
|
Q3 2018 | |||||||
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.3K- 13.16% |
$336K - $426K
|
87.9K
$3.27M
|
|
Nov 18, 2022
Q3 2018
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-30.1KClosed |
$758K - $962K
|
0
$0
|
|
Nov 20, 2019
Q3 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-37.7KClosed |
$948K - $1.2M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
75KNew |
$1.89M - $2.4M
|
75K
$2.79M
|
|
Nov 14, 2018
Q3 2018
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
PUT |
-300KClosed |
$7.55M - $9.58M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-37.3KClosed |
$939K - $1.19M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2KNew |
$50.3K - $63.9K
|
2K
$74.3K
|
|
Nov 14, 2018
Q3 2018
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-140KClosed |
$3.52M - $4.47M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-140Closed |
$3.52K - $4.47K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-13.3KClosed |
$335K - $425K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150Closed |
$3.78K - $4.79K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.94KClosed |
$74K - $93.9K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 20, 2018
Q2 2018
|
City Holding CO
|
SELL
|
- |
-100Closed |
$1.65K - $2.72K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4.2KNew |
$69.3K - $114K
|
4.2K
$156K
|
|
Aug 14, 2018
Q2 2018
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-21.5KClosed |
$354K - $584K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-75Closed |
$1.24K - $2.04K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Carmignac Gestion
Paris, I0 |
BUY
|
PUT |
300KNew |
$4.95M - $8.15M
|
300K
$11.1M
|
|
Aug 08, 2018
Q2 2018
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-41Closed |
$676 - $1.11K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-25KClosed |
$412K - $680K
|
0
$0
|
|
Q1 2018 | |||||||
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.23K+ 1881.57% |
$107K - $167K
|
6.56K
$244K
|
|
May 16, 2018
Q1 2018
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-299Closed |
$5.15K - $8.04K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Napier Park Global Capital (Us) LP
New York, NY |
SELL
|
- |
-30KClosed |
$517K - $807K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-71Closed |
$1.22K - $1.91K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-20.4KClosed |
$350K - $547K
|
0
$0
|
|
May 08, 2018
Q1 2018
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-239KClosed |
$4.12M - $6.43M
|
0
$0
|