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 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 13.43% |
$40.9K - $67.4K
|
12.7K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-841K- 62.25% |
$22.8M - $37.6M
|
510K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
69.9K+ 0.46% |
$1.9M - $3.13M
|
15.3M
$421M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11- 12.64% |
$299 - $492
|
76
$2.09K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.7K- 1.89% |
$644K - $1.06M
|
1.23M
$34M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-4.93K- 12.85% |
$134K - $220K
|
33.4K
$921K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.62K- 8.6% |
$180K - $296K
|
70.3K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.39K- 12.06% |
$64.9K - $107K
|
17.4K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
138+ 492.86% |
$3.75K - $6.17K
|
166
$4.57K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.04% |
$353 - $581
|
35.5K
$978K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.54K- 21.85% |
$205K - $337K
|
26.9K
$743K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25K+ 201.66% |
$678K - $1.12M
|
37.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
23.1K+ 97.89% |
$628K - $1.03M
|
46.7K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-201K- 40.15% |
$5.44M - $8.96M
|
299K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10K+ 25.0% |
$272K - $447K
|
50K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.73K+ 110.12% |
$264K - $435K
|
18.6K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.01K- 4.67% |
$54.4K - $89.6K
|
40.9K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$4.97K - $8.18K
|
183
$5.04K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$594K - $978K
|
21.9K
$603K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 2.01% |
$27.3K - $45K
|
51K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
127K+ 37.87% |
$3.45M - $5.68M
|
462K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
29.1KNew |
$791K - $1.3M
|
29.1K
$803K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$307K - $506K
|
11.3K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.13K+ 13.7% |
$57.9K - $95.3K
|
17.7K
$488K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.95K- 6.23% |
$80K - $132K
|
44.4K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
117+ 0.47% |
$3.18K - $5.23K
|
24.9K
$685K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-347K- 82.95% |
$9.41M - $15.5M
|
71.2K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
84New |
$2.28K - $3.75K
|
84
$2.32K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
50.8KNew |
$1.38M - $2.27M
|
50.8K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 5.82% |
$29.5K - $48.5K
|
17.5K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
76.1KNew |
$2.07M - $3.4M
|
76.1K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-30.3K- 23.45% |
$823K - $1.35M
|
98.9K
$2.73M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.6K- 4.52% |
$43.4K - $71.5K
|
33.8K
$932K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
6.02K+ 60.9% |
$163K - $269K
|
15.9K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
47.4KNew |
$1.29M - $2.12M
|
47.4K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-89- 0.14% |
$2.42K - $3.98K
|
64.3K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.1K- 44.05% |
$357K - $587K
|
16.7K
$460K
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
37.5K+ 16.14% |
$1.02M - $1.68M
|
270K
$7.44M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.47% |
$31.2K - $51.3K
|
14.7K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-66.3K- 78.06% |
$1.8M - $2.96M
|
18.6K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 72.46% |
$28.6K - $47.1K
|
401
$11.1K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
59.8K+ 53.13% |
$1.62M - $2.67M
|
172K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
22.4K+ 11.44% |
$608K - $1M
|
218K
$6.01M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-304K- 86.96% |
$8.25M - $13.6M
|
45.5K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 100.0% |
$570K - $938K
|
42K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.93K- 98.97% |
$52.4K - $86.3K
|
20
$551
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
797+ 4.85% |
$21.6K - $35.6K
|
17.2K
$475K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16K+ 349.42% |
$436K - $717K
|
20.6K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 18.11% |
$3.29K - $5.41K
|
547
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-149K- 78.25% |
$4.04M - $6.65M
|
41.4K
$1.14M
|