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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.57K+ 0.67% |
$69.8K - $115K
|
389K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.46K+ 1.81% |
$66.8K - $110K
|
139K
$3.82M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.37K+ 7.1% |
$64.3K - $106K
|
35.8K
$986K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.13K+ 13.7% |
$57.9K - $95.3K
|
17.7K
$488K
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.13K+ 32.72% |
$57.8K - $95.1K
|
8.63K
$238K
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.85K+ 16.19% |
$50.3K - $82.9K
|
13.3K
$367K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 27.07% |
$43.1K - $71K
|
7.45K
$205K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 13.43% |
$40.9K - $67.4K
|
12.7K
$351K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$40.7K - $67K
|
1.5K
$41.3K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.47% |
$31.2K - $51.3K
|
14.7K
$406K
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.12K+ 2.82% |
$30.3K - $49.9K
|
40.7K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08K+ 9.68% |
$29.4K - $48.4K
|
12.3K
$338K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04K+ 1097.89% |
$28.3K - $46.6K
|
1.14K
$31.4K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.02K+ 15.24% |
$27.8K - $45.8K
|
7.74K
$213K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 44.94% |
$27.3K - $45K
|
3.25K
$89.5K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 2.01% |
$27.3K - $45K
|
51K
$1.41M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
955+ 34.05% |
$25.9K - $42.7K
|
3.76K
$104K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
951+ 1.48% |
$25.8K - $42.5K
|
65.4K
$1.8M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
941+ 12.69% |
$25.5K - $42.1K
|
8.36K
$230K
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
920+ 15.63% |
$25K - $41.1K
|
6.81K
$188K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
905+ 52.19% |
$24.6K - $40.4K
|
2.64K
$72.7K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
897+ 12.86% |
$24.4K - $40.1K
|
7.87K
$217K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
823+ 3.08% |
$22.3K - $36.8K
|
27.5K
$759K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
809New |
$22K - $36.2K
|
809
$22.3K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
802+ 73.11% |
$21.8K - $35.8K
|
1.9K
$52.3K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
797+ 4.85% |
$21.6K - $35.6K
|
17.2K
$475K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
734+ 0.6% |
$19.9K - $32.8K
|
123K
$3.4M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 57.58% |
$15.5K - $25.5K
|
1.56K
$43K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
518+ 4.94% |
$14.1K - $23.1K
|
11K
$303K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518+ 2.5% |
$14.1K - $23.1K
|
21.3K
$586K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$14.2K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
516+ 6.31% |
$14K - $23.1K
|
8.69K
$239K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
417+ 69.5% |
$11.3K - $18.6K
|
1.02K
$28K
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
403New |
$10.9K - $18K
|
403
$11.1K
|
|
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
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
270+ 290.32% |
$7.33K - $12.1K
|
363
$10K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
230+ 0.08% |
$6.24K - $10.3K
|
271K
$7.48M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
221+ 4.55% |
$6K - $9.88K
|
5.08K
$140K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$4.97K - $8.18K
|
183
$5.04K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
153New |
$4.15K - $6.84K
|
153
$4.22K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
150+ 78.53% |
$4.07K - $6.7K
|
341
$9.4K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
144+ 194.59% |
$3.91K - $6.44K
|
218
$6.01K
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$3.89K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$3.89K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
138+ 492.86% |
$3.75K - $6.17K
|
166
$4.57K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
128+ 284.44% |
$3.48K - $5.72K
|
173
$4.77K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 36.09% |
$3.2K - $5.27K
|
445
$12.3K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
117+ 0.47% |
$3.18K - $5.23K
|
24.9K
$685K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 262.5% |
$2.85K - $4.69K
|
145
$4K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
104New |
$2.82K - $4.65K
|
104
$2.87K
|