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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-99- 0.25% |
$2.69K - $4.42K
|
38.8K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.72K - $4.47K
|
100
$2.76K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$3.89K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51New |
$1.38K - $2.28K
|
51
$1.41K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 37.5% |
$81.4 - $134
|
5
$138
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.68K- 38.04% |
$236K - $388K
|
14.1K
$390K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518+ 2.5% |
$14.1K - $23.1K
|
21.3K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$380 - $626
|
14
$386
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$815 - $1.34K
|
30
$827
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-157- 0.66% |
$4.26K - $7.02K
|
23.6K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.75K+ 122.32% |
$265K - $436K
|
17.7K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 20.0% |
$136 - $223
|
20
$551
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
325+ 13.32% |
$8.82K - $14.5K
|
2.77K
$76.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-465- 1.03% |
$12.6K - $20.8K
|
44.7K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
172K+ 15.83% |
$4.67M - $7.69M
|
1.26M
$34.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.8K- 17.7% |
$130K - $215K
|
22.3K
$615K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-13.4K- 20.35% |
$365K - $601K
|
52.6K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$434 - $715
|
16
$441
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.48KNew |
$149K - $245K
|
5.48K
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$14.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 262.5% |
$2.85K - $4.69K
|
145
$4K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.4K+ 90.47% |
$281K - $463K
|
21.8K
$601K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$358
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.36K+ 1.23% |
$49.8K - $62.6K
|
112K
$3.08M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 820.72% |
$644K - $810K
|
19.7K
$544K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9K- 2.23% |
$329K - $414K
|
394K
$10.9M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
6.1K+ 33.89% |
$223K - $281K
|
24.1K
$664K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$799
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.24KNew |
$265K - $333K
|
7.24K
$199K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
185New |
$6.77K - $8.52K
|
185
$5.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30New |
$1.1K - $1.38K
|
30
$827
|
|
|
Feb 14, 2025
Q4 2024
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-436K- 93.57% |
$16M - $20.1M
|
30K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
9.7K+ 112.79% |
$355K - $446K
|
18.3K
$504K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-19.6K- 31.6% |
$717K - $902K
|
42.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-165K- 45.73% |
$6.02M - $7.58M
|
195K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
150KNew |
$5.49M - $6.9M
|
150K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-40.8K- 44.09% |
$1.49M - $1.88M
|
51.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-205- 1.46% |
$7.5K - $9.44K
|
13.8K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.58KNew |
$350K - $441K
|
9.58K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.3KNew |
$304K - $382K
|
8.3K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
63.6KNew |
$2.33M - $2.93M
|
63.6K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-175K- 21.89% |
$6.41M - $8.06M
|
625K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-331K- 37.91% |
$12.1M - $15.2M
|
542K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
27.9KNew |
$1.02M - $1.29M
|
27.9K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
825+ 11.72% |
$30.2K - $38K
|
7.86K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.73KNew |
$210K - $264K
|
5.73K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
24KNew |
$878K - $1.1M
|
24K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$196K - $247K
|
5.36K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
10.4K+ 105.82% |
$381K - $480K
|
20.3K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.41M
|
30.5K
$842K
|
|