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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-30.8K- 42.17% |
$1.33M - $1.63M
|
42.3K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.9% |
$130 - $158
|
336
$14.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-63K- 29.81% |
$2.72M - $3.32M
|
148K
$6.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
20.8KNew |
$899K - $1.1M
|
20.8K
$873K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9.26K- 2.27% |
$400K - $488K
|
398K
$16.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.21K+ 4.22% |
$95.7K - $117K
|
54.7K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
370New |
$16K - $19.5K
|
370
$15.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.25K- 11.67% |
$270K - $330K
|
47.4K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
104+ 17.9% |
$4.5K - $5.49K
|
685
$28.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
660+ 725.27% |
$28.5K - $34.8K
|
751
$31.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-826- 12.32% |
$35.7K - $43.6K
|
5.88K
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
BUY
|
- |
12.3K+ 105.23% |
$533K - $650K
|
24K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
115K+ 56.26% |
$4.99M - $6.09M
|
321K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.58K- 3.8% |
$68.4K - $83.5K
|
40.1K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
137K+ 118.41% |
$5.91M - $7.21M
|
252K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.91K+ 7.48% |
$82.6K - $101K
|
27.4K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
61New |
$2.64K - $3.22K
|
61
$2.56K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-510- 6.39% |
$22K - $26.9K
|
7.47K
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
21New |
$908 - $1.11K
|
21
$881
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
223+ 282.28% |
$9.64K - $11.8K
|
302
$12.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-26.9K- 4.2% |
$1.16M - $1.42M
|
613K
$25.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.32KNew |
$230K - $281K
|
5.32K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.2K+ 259900.0% |
$225K - $274K
|
5.2K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-82.8K- 93.97% |
$3.58M - $4.37M
|
5.31K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
46New |
$1.99K - $2.43K
|
46
$1.93K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 4.2% |
$125K - $153K
|
71.8K
$3.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-15.1K- 31.07% |
$651K - $795K
|
33.4K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$2.16K - $2.64K
|
50
$2.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-44- 40.0% |
$1.9K - $2.32K
|
66
$2.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
20+ 8.0% |
$865 - $1.06K
|
270
$11.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.8KNew |
$509K - $622K
|
11.8K
$494K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 13.14% |
$8.34K - $10.2K
|
1.66K
$69.7K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
21.2K+ 1.2% |
$914K - $1.12M
|
1.78M
$74.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10+ 142.86% |
$432 - $528
|
17
$713
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
705+ 7.26% |
$30.5K - $37.2K
|
10.4K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-56- 1.93% |
$2.42K - $2.95K
|
2.85K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
300+ 2.79% |
$13K - $15.8K
|
11K
$463K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$21.6K - $26.4K
|
500
$21K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
63+ 1.03% |
$2.72K - $3.32K
|
6.16K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
199New |
$8.6K - $10.5K
|
199
$8.35K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$43.8K - $53.5K
|
1.01K
$42.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.89% |
$43.2 - $52.8
|
54
$2.27K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-774- 97.85% |
$27.5K - $38.6K
|
17
$713
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-502- 5.93% |
$17.9K - $25K
|
7.96K
$334K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.55K- 22.83% |
$55.2K - $77.4K
|
5.25K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.71K- 19.56% |
$203K - $285K
|
23.5K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$188K - $264K
|
5.3K
$222K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99- 1.91% |
$3.52K - $4.94K
|
5.08K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-25.2K- 82.86% |
$896K - $1.26M
|
5.22K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.5K- 7.89% |
$88.9K - $125K
|
29.2K
$1.22M
|
|