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 470 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,531
shares
|
$58,974
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,456
shares
|
$56,085
0.0% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$53,928
0.0% of portfolio
|
Q2 2020
Reduced 62.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,400
shares
|
$53,928
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,254
shares
|
$48,304
0.0% of portfolio
|
Q4 2024
Reduced 23.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,189
shares
|
$45,800
0.0% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,101
shares
|
$42,410
0.02% of portfolio
|
Q1 2024
Reduced 52.15%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,097
shares
|
$42,256
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
990
shares
|
$38,134
0.0% of portfolio
|
Q1 2022
Reduced 37.37%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
943
shares
|
$36,324
0.0% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
841
shares
|
$32,395
0.0% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
769
shares
|
$29,621
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
750
shares
|
$28,890
0.0% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
668
shares
|
$25,731
0.0% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
657
shares
|
$25,307
0.0% of portfolio
|
Q4 2024
Added 14.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
608
shares
|
$23,420
0.0% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
600
shares
|
$23,112
0.0% of portfolio
|
Q4 2024
Reduced 21.47%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
540
shares
|
$20,800
0.02% of portfolio
|
Q3 2024
Added 44.44%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
493
shares
|
$18,990
0.0% of portfolio
|
Q4 2024
Added 64.88%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
487
shares
|
$18,759
0.0% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
476
shares
|
$18,335
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
417
shares
|
$16,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
400
shares
|
$15,408
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
376
shares
|
$14,483
0.01% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
372
shares
|
$14,329
0.0% of portfolio
|
Q4 2024
Added 9.09%
|