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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
417
shares
|
$18,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
410
shares
|
$18,638
0.01% of portfolio
|
Q2 2024
Added 30.16%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
400
shares
|
$18,184
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
376
shares
|
$17,092
0.01% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
358
shares
|
$16,274
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
343
shares
|
$15,592
0.01% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
341
shares
|
$15,501
0.0% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
310
shares
|
$14,092
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$14,092
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
299
shares
|
$13,592
0.0% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
279
shares
|
$12,683
0.0% of portfolio
|
Q3 2024
Added 42.35%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
261
shares
|
$11,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
231
shares
|
$10,501
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
225
shares
|
$10,228
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
215
shares
|
$9,773
0.0% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
204
shares
|
$9,273
0.0% of portfolio
|
Q3 2024
Added 106.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
174
shares
|
$7,910
0.0% of portfolio
|
Q3 2024
Added 61.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
164
shares
|
$7,455
0.0% of portfolio
|
Q3 2024
Added 50.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
150
shares
|
$6,819
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136
shares
|
$6,182
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
132
shares
|
$6,000
0.0% of portfolio
|
Q3 2024
Reduced 60.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
110
shares
|
$5,000
0.0% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
101
shares
|
$4,591
0.0% of portfolio
|
Q2 2024
Added 288.46%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
100
shares
|
$4,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$4,546
0.0% of portfolio
|
Q4 2020
New holding
|