Latest Institutional Purchases of Sm Energy CO (SM)
This list provides information on the latest institutional transactions involving Sm Energy CO (SM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
636KNew |
$23.3M - $29.3M
|
636K
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.9K+ 105.19% |
$1.28M - $1.61M
|
68.1K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
31.6K+ 31.37% |
$1.16M - $1.45M
|
132K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
30.3K+ 84.93% |
$1.11M - $1.4M
|
66.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
30.3K+ 277.78% |
$1.11M - $1.39M
|
41.2K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
27.1KNew |
$993K - $1.25M
|
27.1K
$1.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21.5KNew |
$787K - $989K
|
21.5K
$803K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$768K - $967K
|
21K
$785K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2K+ 3.31% |
$409K - $515K
|
349K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.83KNew |
$323K - $407K
|
8.83K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.89K+ 2.04% |
$289K - $363K
|
394K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.54KNew |
$276K - $347K
|
7.54K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.41KNew |
$234K - $295K
|
6.41K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.58K+ 13.21% |
$204K - $257K
|
47.8K
$1.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 16.53% |
$113K - $142K
|
21.8K
$814K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.8K+ 5.8% |
$102K - $129K
|
51.1K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
2.5KNew |
$91.5K - $115K
|
2.5K
$93.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$58.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.53K+ 46.16% |
$56.1K - $70.6K
|
4.85K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.42K+ 12.42% |
$52.1K - $65.5K
|
12.9K
$481K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.37K+ 0.25% |
$50.1K - $63.1K
|
547K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.3K+ 5.54% |
$47.7K - $60K
|
24.8K
$928K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$39.4K - $49.5K
|
84.5K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
736+ 51.0% |
$26.9K - $33.9K
|
2.18K
$81.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
726+ 13.17% |
$26.6K - $33.4K
|
6.24K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
605+ 2.51% |
$22.1K - $27.8K
|
24.7K
$925K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
554+ 0.1% |
$20.3K - $25.5K
|
558K
$20.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101+ 38.7% |
$3.7K - $4.65K
|
362
$13.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
101+ 13.65% |
$3.7K - $4.65K
|
841
$31.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
95New |
$3.48K - $4.37K
|
95
$3.55K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
93+ 0.82% |
$3.4K - $4.28K
|
11.5K
$428K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 489.47% |
$3.4K - $4.28K
|
112
$4.19K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$2.69K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 173.08% |
$1.65K - $2.07K
|
71
$2.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
38New |
$1.39K - $1.75K
|
38
$1.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 67.31% |
$1.28K - $1.61K
|
87
$3.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 3.74% |
$1.24K - $1.57K
|
943
$35.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.21K - $1.52K
|
33
$1.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 21.95% |
$659 - $829
|
100
$3.74K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.13% |
$366 - $460
|
7.78K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$299
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$293 - $368
|
8
$299
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$256 - $322
|
7
$262
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.13% |
$220 - $276
|
4.59K
$172K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.52% |
$146 - $184
|
769
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$73.2 - $92.1
|
2
$74.8
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$73.2 - $92.1
|
360
$13.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$36.6 - $46
|
1
$37.4
|