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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
15.6KNew |
$595K - $739K
|
15.6K
$581K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.35% |
$990 - $1.23K
|
7.36K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.4K+ 8.83% |
$129K - $160K
|
41.8K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.67K+ 24.3% |
$254K - $315K
|
34.1K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-121K- 37.85% |
$4.62M - $5.74M
|
199K
$7.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
95+ 0.4% |
$3.62K - $4.49K
|
24.1K
$897K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.5KNew |
$436K - $542K
|
11.5K
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254+ 79.13% |
$9.67K - $12K
|
575
$21.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
11.2K+ 5.4% |
$425K - $527K
|
218K
$8.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.7K- 8.99% |
$64.7K - $80.3K
|
17.2K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-73- 73.74% |
$2.78K - $3.45K
|
26
$966
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.8K- 25.17% |
$524K - $651K
|
40.9K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.5K- 4.68% |
$1.01M - $1.25M
|
540K
$20M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
476+ 16.73% |
$18.1K - $22.5K
|
3.32K
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.58K+ 105.06% |
$213K - $264K
|
10.9K
$405K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-255- 1.33% |
$9.71K - $12.1K
|
18.9K
$701K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
23.8K+ 30.36% |
$907K - $1.13M
|
102K
$3.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.27K+ 554.75% |
$125K - $155K
|
3.86K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.5KNew |
$362K - $449K
|
9.5K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 52.94% |
$343 - $425
|
8
$297
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$38.1 - $47.3
|
1
$37.2
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
12.7K+ 13.37% |
$485K - $602K
|
108K
$4.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
965+ 9.2% |
$36.7K - $45.6K
|
11.5K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-49- 0.66% |
$1.87K - $2.32K
|
7.42K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
28.9K+ 79.23% |
$1.1M - $1.37M
|
65.4K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
41New |
$1.56K - $1.94K
|
41
$1.52K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
752+ 1.81% |
$28.6K - $35.5K
|
42.2K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
317+ 293.52% |
$12.1K - $15K
|
425
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.96K+ 28.66% |
$227K - $282K
|
26.8K
$994K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23New |
$876 - $1.09K
|
23
$854
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-5.9K- 3.85% |
$225K - $279K
|
147K
$5.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.8K+ 17.43% |
$145K - $180K
|
25.6K
$951K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
19.8K+ 46.81% |
$754K - $936K
|
62.1K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
206+ 76.87% |
$7.84K - $9.74K
|
474
$17.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
961+ 4.38% |
$36.6K - $45.4K
|
22.9K
$851K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
67+ 9.78% |
$2.55K - $3.17K
|
752
$27.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-36- 43.37% |
$1.37K - $1.7K
|
47
$1.75K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-62.3K- 86.74% |
$2.37M - $2.94M
|
9.52K
$354K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
492+ 4.45% |
$18.7K - $23.3K
|
11.5K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7- 0.06% |
$266 - $331
|
11.8K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5KNew |
$191K - $236K
|
5K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.68K- 0.27% |
$63.9K - $79.3K
|
611K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.91K+ 19.68% |
$72.7K - $90.2K
|
11.6K
$431K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.54K- 4.39% |
$58.8K - $73K
|
33.6K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
12.7K+ 0.71% |
$482K - $599K
|
1.79M
$66.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.63% |
$65.4K - $81.2K
|
45.6K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$501K - $622K
|
13.2K
$489K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
261New |
$9.94K - $12.3K
|
261
$9.7K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
33.3K+ 30.78% |
$1.27M - $1.57M
|
141K
$5.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
66+ 61.11% |
$2.51K - $3.12K
|
174
$6.46K
|