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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.88K+ 18.81% |
$81.4K - $99.4K
|
11.9K
$225K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$43.8K - $53.5K
|
1.01K
$19.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
705+ 7.26% |
$30.5K - $37.2K
|
10.4K
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
700+ 2.54% |
$30.3K - $36.9K
|
28.2K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$21.6K - $26.4K
|
500
$9.44K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
370New |
$16K - $19.5K
|
370
$6.98K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329New |
$14.2K - $17.4K
|
329
$6.21K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
199New |
$8.6K - $10.5K
|
199
$3.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75+ 288.46% |
$3.24K - $3.96K
|
101
$1.91K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
54New |
$2.33K - $2.85K
|
54
$1.02K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
46New |
$1.99K - $2.43K
|
46
$868
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 628.57% |
$1.9K - $2.32K
|
51
$962
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
29New |
$1.25K - $1.53K
|
29
$547
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
21New |
$908 - $1.11K
|
21
$396
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$648 - $791
|
15
$283
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10+ 142.86% |
$432 - $528
|
17
$321
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
490KNew |
$17.4M - $24.4M
|
490K
$9.24M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
62.5KNew |
$2.22M - $3.12M
|
62.5K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.56KNew |
$340K - $477K
|
9.56K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7K+ 119.51% |
$249K - $349K
|
12.8K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.6KNew |
$235K - $329K
|
6.6K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.5KNew |
$231K - $324K
|
6.5K
$123K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.41KNew |
$192K - $270K
|
5.41K
$102K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
5.3KNew |
$188K - $264K
|
5.3K
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.72KNew |
$168K - $235K
|
4.72K
$89.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.67KNew |
$166K - $233K
|
4.67K
$88.1K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.65K+ 114.84% |
$165K - $232K
|
8.7K
$164K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.21KNew |
$150K - $210K
|
4.21K
$79.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.07KNew |
$145K - $203K
|
4.07K
$76.8K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.05KNew |
$144K - $202K
|
4.05K
$76.4K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$36.6K - $51.2K
|
1.03K
$19.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$17.8K - $24.9K
|
500
$9.44K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
400New |
$14.2K - $19.9K
|
400
$7.55K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$3.45K - $4.84K
|
97
$1.83K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28+ 1.75% |
$996 - $1.4K
|
1.63K
$30.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
26+ 0.4% |
$925 - $1.3K
|
6.46K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$320 - $449
|
9
$170
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Silver Point Capital L.P.
Greenwich, CT |
BUY
|
- |
183KNew |
$6.29M - $7.95M
|
183K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
BUY
|
- |
35.4KNew |
$1.22M - $1.54M
|
35.4K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
CALL |
19KNew |
$654K - $827K
|
19K
$359K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.67KNew |
$92K - $116K
|
2.67K
$50.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$36.2K - $45.8K
|
1.05K
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.02K+ 385.66% |
$35.2K - $44.5K
|
1.29K
$24.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
225New |
$7.75K - $9.79K
|
225
$4.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
223New |
$7.68K - $9.7K
|
223
$4.21K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
199+ 117.75% |
$6.85K - $8.66K
|
368
$6.94K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$1.38K - $1.74K
|
40
$755
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 119.23% |
$1.07K - $1.35K
|
57
$1.08K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
219KNew |
$6.6M - $9.39M
|
219K
$4.13M
|
|