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 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.5K+ 161.76% |
$209K - $260K
|
8.9K
$331K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
310+ 27.36% |
$11.8K - $14.7K
|
1.44K
$53.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.54KNew |
$211K - $262K
|
5.54K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 43.1% |
$952 - $1.18K
|
83
$3.08K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 25.84% |
$79.5K - $98.6K
|
10.2K
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 67.01% |
$40K - $49.6K
|
517
$19.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$76.1 - $94.5
|
358
$13.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.1K+ 9.73% |
$80.1K - $99.4K
|
23.7K
$881K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-32.9K- 5.54% |
$1.25M - $1.55M
|
560K
$20.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.5K+ 35.18% |
$629K - $781K
|
63.5K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.28K+ 25.07% |
$86.7K - $108K
|
11.4K
$422K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 19.05% |
$305 - $378
|
34
$1.26K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.51K+ 17.56% |
$134K - $166K
|
23.5K
$874K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2- 7.14% |
$76.1 - $94.5
|
26
$966
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$152 - $189
|
4
$149
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$571 - $709
|
15
$557
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
293+ 11.45% |
$11.2K - $13.8K
|
2.85K
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 13.69% |
$1.37K - $1.7K
|
299
$11.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
202+ 31.86% |
$7.69K - $9.55K
|
836
$31.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-110- 85.27% |
$4.19K - $5.2K
|
19
$706
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.78K+ 3.84% |
$67.9K - $84.3K
|
48.3K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-814- 3.47% |
$31K - $38.5K
|
22.6K
$840K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
593+ 3.28% |
$22.6K - $28K
|
18.7K
$694K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
505+ 7.7% |
$19.2K - $23.9K
|
7.06K
$262K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.79K+ 244.09% |
$373K - $463K
|
13.8K
$513K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.72K- 29.28% |
$142K - $176K
|
9K
$334K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-344- 39.45% |
$13.1K - $16.3K
|
528
$19.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.21KNew |
$274K - $341K
|
7.21K
$268K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.53% |
$152 - $189
|
765
$28.4K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-300- 20.0% |
$13K - $15.8K
|
1.2K
$44.6K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.2K- 44.53% |
$182K - $222K
|
5.23K
$194K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.81K- 19.25% |
$78.1K - $95.3K
|
7.58K
$282K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 2.88% |
$778 - $950
|
608
$22.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 15.05% |
$605 - $739
|
79
$2.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
5K+ 24.54% |
$216K - $264K
|
25.4K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.5KNew |
$454K - $554K
|
10.5K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.19M- 43.26% |
$51.7M - $63M
|
1.57M
$58.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
60KNew |
$2.59M - $3.17M
|
60K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
40.9KNew |
$1.77M - $2.16M
|
40.9K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.29K- 7.39% |
$186K - $226K
|
53.8K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
327KNew |
$14.1M - $17.2M
|
327K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$555K - $677K
|
12.8K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
267KNew |
$11.6M - $14.1M
|
267K
$9.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
54New |
$2.33K - $2.85K
|
54
$2.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.58K+ 38.42% |
$198K - $242K
|
16.5K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 28.77% |
$107K - $130K
|
6.12K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75+ 288.46% |
$3.24K - $3.96K
|
101
$3.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 6.39% |
$20.1K - $24.6K
|
6.83K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.8KNew |
$294K - $359K
|
6.8K
$253K
|
|