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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47New |
$1.28K - $2.1K
|
47
$887
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$815 - $1.34K
|
30
$566
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$407 - $670
|
15
$283
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$380 - $626
|
14
$264
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$136 - $223
|
5
$94.4
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$136 - $223
|
10
$189
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$245
|
|
|
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
$7.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
268K+ 221.36% |
$9.8M - $12.3M
|
389K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$5.1M - $6.42M
|
139K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
106K+ 53.44% |
$3.88M - $4.88M
|
304K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
63.6KNew |
$2.33M - $2.93M
|
63.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
27.9KNew |
$1.02M - $1.29M
|
27.9K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
26.1K+ 102.81% |
$955K - $1.2M
|
51.5K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
24KNew |
$878K - $1.1M
|
24K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
18.8KNew |
$687K - $865K
|
18.8K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$629K - $791K
|
17.2K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.3KNew |
$304K - $382K
|
8.3K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.6KNew |
$278K - $350K
|
7.6K
$143K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.24KNew |
$265K - $333K
|
7.24K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.73KNew |
$210K - $264K
|
5.73K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.49KNew |
$201K - $253K
|
5.49K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.4KNew |
$197K - $248K
|
5.4K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$196K - $247K
|
5.36K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88K+ 44.8% |
$142K - $179K
|
12.5K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.39KNew |
$87.4K - $110K
|
2.39K
$45.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$208K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
825+ 11.72% |
$30.2K - $38K
|
7.86K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
677+ 5.87% |
$24.8K - $31.2K
|
12.2K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.41% |
$14.6K - $18.4K
|
97.8K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
282+ 4.62% |
$10.3K - $13K
|
6.38K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$105K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
185New |
$6.77K - $8.52K
|
185
$3.49K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$1.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$1.54K - $1.93K
|
42
$793
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$1.28K - $1.61K
|
35
$660
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.21K - $1.52K
|
33
$623
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$547
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$151
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$256 - $322
|
7
$132
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$256 - $322
|
7
$132
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
336K+ 210.26% |
$12.8M - $15.9M
|
496K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.3KNew |
$2.9M - $3.6M
|
76.3K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
61.8K+ 2841.41% |
$2.35M - $2.92M
|
64K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.5KNew |
$2.3M - $2.86M
|
60.5K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
57K+ 518.2% |
$2.17M - $2.69M
|
67.9K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.63M - $2.02M
|
42.8K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
26KNew |
$990K - $1.23M
|
26K
$491K
|
|