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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 73.08% |
$695 - $875
|
45
$1.47K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 21.95% |
$659 - $829
|
100
$3.27K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.45% |
$366 - $460
|
2.24K
$73.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.13% |
$366 - $460
|
7.78K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$262
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$293 - $368
|
8
$262
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$256 - $322
|
7
$229
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$256 - $322
|
7
$229
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.13% |
$220 - $276
|
4.59K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$183 - $230
|
5
$164
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 11.76% |
$146 - $184
|
38
$1.24K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.52% |
$146 - $184
|
769
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.42% |
$73.2 - $92.1
|
476
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$73.2 - $92.1
|
3
$98.1
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$73.2 - $92.1
|
2
$65.4
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$73.2 - $92.1
|
360
$11.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$36.6 - $46
|
1.53K
$50.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$36.6 - $46
|
1
$32.7
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
336K+ 210.26% |
$12.8M - $15.9M
|
496K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.3KNew |
$2.9M - $3.6M
|
76.3K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
61.8K+ 2841.41% |
$2.35M - $2.92M
|
64K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.5KNew |
$2.3M - $2.86M
|
60.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
57K+ 518.2% |
$2.17M - $2.69M
|
67.9K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.63M - $2.02M
|
42.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
28.9KNew |
$1.1M - $1.36M
|
28.9K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
26KNew |
$990K - $1.23M
|
26K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
25.6KNew |
$976K - $1.21M
|
25.6K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
19.9KNew |
$758K - $940K
|
19.9K
$651K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
19.8K+ 46.81% |
$754K - $936K
|
62.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
13.9KNew |
$528K - $656K
|
13.9K
$454K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$501K - $622K
|
13.2K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.6K+ 35.15% |
$478K - $594K
|
48.3K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12.3K+ 108.72% |
$468K - $581K
|
23.6K
$772K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.5KNew |
$436K - $542K
|
11.5K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
9.64KNew |
$367K - $456K
|
9.64K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.5KNew |
$362K - $449K
|
9.5K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.39KNew |
$357K - $444K
|
9.39K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
8.78KNew |
$334K - $415K
|
8.78K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8KNew |
$305K - $378K
|
8K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$264K - $328K
|
6.94K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.62KNew |
$252K - $313K
|
6.62K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.96K+ 28.66% |
$227K - $282K
|
26.8K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.54KNew |
$211K - $262K
|
5.54K
$181K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.5K+ 161.76% |
$209K - $260K
|
8.9K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$202K - $251K
|
5.31K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.16KNew |
$196K - $244K
|
5.16K
$169K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5KNew |
$191K - $236K
|
5K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5K+ 17.13% |
$190K - $236K
|
34.2K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.8K+ 17.43% |
$145K - $180K
|
25.6K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3.4K+ 5.46% |
$129K - $161K
|
65.7K
$2.15M
|
|