Latest Institutional Sells of Sm Energy CO (SM)
This list provides information on the latest institutional transactions involving Sm Energy CO (SM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 28.77% |
$107K - $130K
|
6.12K
$169K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-2.12K- 7.63% |
$91.5K - $112K
|
25.6K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.17K- 9.79% |
$50.4K - $61.6K
|
10.7K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-826- 12.32% |
$35.7K - $43.6K
|
5.88K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 6.39% |
$20.1K - $24.6K
|
6.83K
$188K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-300- 20.0% |
$13K - $15.8K
|
1.2K
$33.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-290- 5.69% |
$12.5K - $15.3K
|
4.81K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 3.85% |
$8.65K - $10.6K
|
4.99K
$138K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-44- 40.0% |
$1.9K - $2.32K
|
66
$1.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 2.88% |
$778 - $950
|
608
$16.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 15.05% |
$605 - $739
|
79
$2.18K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33.6K- 87.45% |
$1.2M - $1.68M
|
4.83K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-24.2K- 64.91% |
$860K - $1.21M
|
13.1K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.48K- 99.94% |
$302K - $423K
|
5
$138
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.71K- 19.56% |
$203K - $285K
|
23.5K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.01K- 1.6% |
$71.6K - $100K
|
124K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.75K- 2.73% |
$62.3K - $87.3K
|
62.5K
$1.72M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.55K- 22.83% |
$55.2K - $77.4K
|
5.25K
$145K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.2K- 52.15% |
$42.7K - $59.8K
|
1.1K
$30.3K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-618- 9.21% |
$22K - $30.8K
|
6.09K
$168K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-612- 8.49% |
$21.8K - $30.5K
|
6.6K
$182K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99- 1.91% |
$3.52K - $4.94K
|
5.08K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$382K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-23- 5.76% |
$818 - $1.15K
|
376
$10.4K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-175K- 70.86% |
$6.02M - $7.61M
|
71.9K
$1.98M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-74.5K- 41.27% |
$2.57M - $3.24M
|
106K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.59K- 4.9% |
$261K - $330K
|
147K
$4.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.8K- 47.46% |
$96.4K - $122K
|
3.1K
$85.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-779- 10.48% |
$26.8K - $33.9K
|
6.66K
$183K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-91- 0.14% |
$3.13K - $3.96K
|
62.8K
$1.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-78- 87.64% |
$2.69K - $3.39K
|
11
$303
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-162K- 72.6% |
$4.89M - $6.96M
|
61.2K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-44K- 37.19% |
$1.33M - $1.89M
|
74.3K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-37.2K- 31.53% |
$1.12M - $1.6M
|
80.8K
$2.23M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-5.6K- 42.11% |
$169K - $240K
|
7.7K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.21K- 2.36% |
$66.6K - $94.8K
|
91.5K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 21.15% |
$47.7K - $67.8K
|
5.89K
$162K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-8.84K- 21.88% |
$224K - $280K
|
31.6K
$870K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.95K- 13.1% |
$49.3K - $61.6K
|
12.9K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-791- 6.7% |
$20K - $25K
|
11K
$304K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-113K- 15.32% |
$2.86M - $3.84M
|
624K
$17.2M
|
|
|
Nov 27, 2023
Q1 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-72.7K- 50.61% |
$1.84M - $2.47M
|
70.9K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-38.1K- 27.06% |
$966K - $1.3M
|
103K
$2.83M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.79KClosed |
$45.3K - $60.9K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$7.6K - $10.2K
|
0
$0
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-269Closed |
$6.81K - $9.15K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-87- 39.01% |
$2.2K - $2.96K
|
136
$3.75K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 76.06% |
$1.37K - $1.84K
|
17
$469
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 13.64% |
$1.14K - $1.53K
|
285
$7.85K
|
|