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 $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
7,062
shares
|
$325,063
0.03% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,037
shares
|
$323,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,037
shares
|
$323,913
0.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,938
shares
|
$319,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,746
shares
|
$310,518
0.0% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,619
shares
|
$304,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
6,596
shares
|
$303,613
0.23% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,500
shares
|
$299,195
0.0% of portfolio
|
Q3 2024
Reduced 39.65%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6,483
shares
|
$298,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,367
shares
|
$293,073
0.01% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,324
shares
|
$291,093
0.0% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,316
shares
|
$290,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
6,277
shares
|
$288,930
0.04% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,184
shares
|
$284,649
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
6,101
shares
|
$280,829
0.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,072
shares
|
$279,494
0.0% of portfolio
|
Q3 2024
Reduced 35.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,888
shares
|
$271,024
0.0% of portfolio
|
Q3 2023
Reduced 21.15%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,876
shares
|
$270,472
0.14% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,843
shares
|
$268,953
0.0% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,778
shares
|
$265,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
5,738
shares
|
$264,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
5,537
shares
|
$254,868
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,511
shares
|
$253,671
0.11% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
5,377
shares
|
$247,503
0.0% of portfolio
|
Q3 2024
Reduced 89.88%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,313
shares
|
$244,557
0.0% of portfolio
|
Q3 2024
New holding
|