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 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
726+ 13.17% |
$26.6K - $33.4K
|
6.24K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
677+ 5.87% |
$24.8K - $31.2K
|
12.2K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
605+ 2.51% |
$22.1K - $27.8K
|
24.7K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
592+ 2.15% |
$21.7K - $27.2K
|
28.1K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
556+ 1.69% |
$20.3K - $25.6K
|
33.4K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
554+ 0.1% |
$20.3K - $25.5K
|
558K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
500+ 1.28% |
$18.3K - $23K
|
39.6K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
499+ 7.89% |
$18.3K - $23K
|
6.82K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
492+ 7.59% |
$18K - $22.6K
|
6.98K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
402+ 6.36% |
$14.7K - $18.5K
|
6.72K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.41% |
$14.6K - $18.4K
|
97.8K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
379+ 3.27% |
$13.9K - $17.4K
|
12K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
350+ 4.46% |
$12.8K - $16.1K
|
8.21K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
282+ 4.62% |
$10.3K - $13K
|
6.38K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
223+ 2.81% |
$8.16K - $10.3K
|
8.17K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 64.88% |
$7.1K - $8.93K
|
493
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
188+ 0.46% |
$6.88K - $8.65K
|
41.4K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$182K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
185New |
$6.77K - $8.52K
|
185
$6.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
168+ 0.8% |
$6.15K - $7.73K
|
21.2K
$694K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.25% |
$5.42K - $6.81K
|
12K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
141New |
$5.16K - $6.49K
|
141
$4.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139+ 92.67% |
$5.09K - $6.4K
|
289
$9.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
135+ 0.83% |
$4.94K - $6.21K
|
16.4K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
125+ 0.19% |
$4.57K - $5.75K
|
64.4K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
123+ 60.29% |
$4.5K - $5.66K
|
327
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
123+ 0.71% |
$4.5K - $5.66K
|
17.3K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101+ 38.7% |
$3.7K - $4.65K
|
362
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
101+ 13.65% |
$3.7K - $4.65K
|
841
$27.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
95New |
$3.48K - $4.37K
|
95
$3.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
93New |
$3.4K - $4.28K
|
93
$3.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
93+ 0.82% |
$3.4K - $4.28K
|
11.5K
$375K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 489.47% |
$3.4K - $4.28K
|
112
$3.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.25% |
$3.04K - $3.82K
|
33.2K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
82+ 14.26% |
$3K - $3.77K
|
657
$21.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.84% |
$2.93K - $3.68K
|
9.6K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 2.74% |
$2.82K - $3.54K
|
2.89K
$94.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
73+ 155.32% |
$2.67K - $3.36K
|
120
$3.93K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$2.36K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 173.08% |
$1.65K - $2.07K
|
71
$2.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$1.54K - $1.93K
|
42
$1.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
38New |
$1.39K - $1.75K
|
38
$1.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$1.28K - $1.61K
|
35
$1.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 67.31% |
$1.28K - $1.61K
|
87
$2.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 3.74% |
$1.24K - $1.57K
|
943
$30.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.21K - $1.52K
|
33
$1.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 9.09% |
$1.13K - $1.43K
|
372
$12.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30New |
$1.1K - $1.38K
|
30
$981
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$949
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21New |
$768 - $967
|
21
$687
|