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 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
100+ 1.12% |
$2.72K - $4.47K
|
9K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.72K - $4.47K
|
100
$2.76K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 4.13% |
$2.69K - $4.42K
|
2.5K
$68.8K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
84New |
$2.28K - $3.75K
|
84
$2.32K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
75New |
$2.04K - $3.35K
|
75
$2.07K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 1.38% |
$1.55K - $2.55K
|
4.2K
$116K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$1.55K - $2.55K
|
57
$1.57K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
54New |
$1.47K - $2.41K
|
54
$1.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
52+ 10.55% |
$1.41K - $2.32K
|
545
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51New |
$1.38K - $2.28K
|
51
$1.41K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47New |
$1.28K - $2.1K
|
47
$1.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 3.62% |
$1.17K - $1.92K
|
1.23K
$34K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39+ 0.36% |
$1.06K - $1.74K
|
11K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38+ 13.15% |
$1.03K - $1.7K
|
327
$9.01K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
37New |
$1K - $1.65K
|
37
$1.02K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
36New |
$977 - $1.61K
|
36
$992
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
36+ 94.74% |
$977 - $1.61K
|
74
$2.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$815 - $1.34K
|
30
$827
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 17.28% |
$760 - $1.25K
|
190
$5.24K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
26+ 18.44% |
$706 - $1.16K
|
167
$4.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$489 - $804
|
18
$496
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$462 - $760
|
17
$469
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$434 - $715
|
16
$441
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$407 - $670
|
15
$413
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$380 - $626
|
14
$386
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 41.38% |
$326 - $536
|
41
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$136 - $223
|
10
$276
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$136 - $223
|
5
$138
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$358
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$81.4 - $134
|
3
$82.7
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$54.3 - $89.4
|
2
$55.1
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$27.2 - $44.7
|
1
$27.6
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.21% |
$27.2 - $44.7
|
477
$13.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
380KNew |
$13.9M - $17.5M
|
380K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
268K+ 221.36% |
$9.8M - $12.3M
|
389K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
168KNew |
$6.16M - $7.75M
|
168K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
150KNew |
$5.49M - $6.9M
|
150K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$5.1M - $6.42M
|
139K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
106K+ 53.44% |
$3.88M - $4.88M
|
304K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
63.6KNew |
$2.33M - $2.93M
|
63.6K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.9K+ 105.19% |
$1.28M - $1.61M
|
68.1K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.41M
|
30.5K
$842K
|
|
|
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 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
26.1K+ 102.81% |
$955K - $1.2M
|
51.5K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
24.9KNew |
$912K - $1.15M
|
24.9K
$687K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
24.7KNew |
$903K - $1.14M
|
24.7K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
24KNew |
$878K - $1.1M
|
24K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
18.8KNew |
$687K - $865K
|
18.8K
$518K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 820.72% |
$644K - $810K
|
19.7K
$544K
|
|