Institutional Ownership Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,750
shares
|
$579,615
0.01% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,905
shares
|
$541,201
0.02% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,867
shares
|
$539,473
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
11,773
shares
|
$535,200
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
11,609
shares
|
$527,745
0.01% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,591
shares
|
$526,926
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,537
shares
|
$524,472
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,461
shares
|
$521,017
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
11,453
shares
|
$520,653
0.03% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
11,359
shares
|
$516,380
0.05% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,225
shares
|
$510,288
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,169
shares
|
$507,742
0.02% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,161
shares
|
$507,379
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
11,123
shares
|
$505,651
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,962
shares
|
$498,332
0.05% of portfolio
|
Q3 2024
Added 122.58%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
10,895
shares
|
$495,286
0.01% of portfolio
|
Q3 2024
Added 105.06%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,827
shares
|
$492,195
0.0% of portfolio
|
Q3 2024
Reduced 40.4%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
10,300
shares
|
$468,238
0.13% of portfolio
|
Q3 2024
Reduced 86.14%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
10,165
shares
|
$462,100
0.07% of portfolio
|
Q3 2024
Added 25.84%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
10,032
shares
|
$456,054
0.08% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
9,961
shares
|
$452,827
0.0% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,849
shares
|
$447,735
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
9,641
shares
|
$438,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
9,523
shares
|
$432,915
0.03% of portfolio
|
Q3 2024
Reduced 86.74%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
9,498
shares
|
$431,779
0.07% of portfolio
|
Q3 2024
New holding
|