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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 144.55% |
$503K - $625K
|
22.4K
$831K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
740New |
$28.2K - $35K
|
740
$27.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
590+ 9.58% |
$22.5K - $27.9K
|
6.75K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
61K+ 5.93% |
$2.32M - $2.88M
|
1.09M
$40.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 0.15% |
$952 - $1.18K
|
16.9K
$628K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127+ 1.63% |
$4.83K - $6K
|
7.93K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.45K+ 2.78% |
$55.4K - $68.7K
|
53.7K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46- 0.65% |
$1.75K - $2.17K
|
7.04K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-954- 3.42% |
$36.3K - $45.1K
|
27K
$1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 1.8% |
$1.07K - $1.32K
|
1.53K
$56.8K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
10.2K+ 5.8% |
$390K - $484K
|
187K
$6.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 5.75% |
$190 - $236
|
82
$3.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-22.9K- 15.17% |
$872K - $1.08M
|
128K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.25K- 3.33% |
$85.5K - $106K
|
65.3K
$2.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 1.95% |
$63.3K - $78.6K
|
83.5K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
16New |
$609 - $756
|
16
$594
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-11.9K- 2.1% |
$454K - $564K
|
557K
$20.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$38.1 - $47.3
|
1
$37.2
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
28.4K+ 6.49% |
$1.08M - $1.34M
|
467K
$17.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 17.06% |
$1.9K - $2.36K
|
343
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
27.5K+ 8.86% |
$1.05M - $1.3M
|
338K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.93K- 23.54% |
$73.6K - $91.3K
|
6.28K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
783K+ 2217.11% |
$29.8M - $37M
|
818K
$30.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.09K- 23.69% |
$118K - $146K
|
9.96K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 4.49% |
$99K - $123K
|
55.3K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
83+ 42.35% |
$3.16K - $3.92K
|
279
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.77KNew |
$296K - $367K
|
7.77K
$289K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 3897.22% |
$53.4K - $66.3K
|
1.44K
$53.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
101KNew |
$3.83M - $4.76M
|
101K
$3.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
8.64K+ 37.61% |
$329K - $408K
|
31.6K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
5+ 0.01% |
$190 - $236
|
35.5K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
226+ 8.75% |
$8.6K - $10.7K
|
2.81K
$104K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
380+ 6.96% |
$14.5K - $18K
|
5.84K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
745+ 32.46% |
$28.4K - $35.2K
|
3.04K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.4K- 21.58% |
$1.31M - $1.63M
|
125K
$4.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 120.0% |
$2.28K - $2.84K
|
110
$4.09K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 29.73% |
$419 - $520
|
48
$1.78K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$264K - $328K
|
6.94K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$57.1K - $70.9K
|
1.5K
$55.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-139K- 20.29% |
$5.29M - $6.56M
|
546K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
12.9K+ 56.43% |
$491K - $609K
|
35.7K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 2.68% |
$952 - $1.18K
|
909
$33.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 3434.48% |
$37.9K - $47.1K
|
1.03K
$38.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.63M - $2.02M
|
42.8K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.19KNew |
$197K - $245K
|
5.19K
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-983- 3.66% |
$37.4K - $46.5K
|
25.9K
$961K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
83+ 1.65% |
$3.16K - $3.92K
|
5.12K
$190K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 6.21% |
$13.9K - $17.2K
|
5.51K
$205K
|