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 457 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 $5.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
97
shares
|
$4,291
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
95
shares
|
$4,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
87
shares
|
$3,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
83
shares
|
$3,671
0.0% of portfolio
|
Q3 2024
Added 43.1%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
82
shares
|
$3,627
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
80
shares
|
$3,539
0.0% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
75
shares
|
$3,318
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
66
shares
|
$2,919
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
59
shares
|
$2,610
0.0% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
54
shares
|
$2,388
0.0% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
52
shares
|
$2,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
48
shares
|
$2,123
0.0% of portfolio
|
Q3 2024
Added 29.73%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
47
shares
|
$2,079
0.0% of portfolio
|
Q3 2024
Reduced 43.37%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
41
shares
|
$1,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
40
shares
|
$1,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
36
shares
|
$1,592
0.0% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
34
shares
|
$1,504
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
28
shares
|
$1,238
0.0% of portfolio
|
Q4 2023
Reduced 90.51%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
26
shares
|
$1,150
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
26
shares
|
$1,150
0.0% of portfolio
|
Q3 2024
Reduced 73.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
25
shares
|
$1,106
0.0% of portfolio
|
Q1 2024
Reduced 10.71%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
23
shares
|
$1,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
19
shares
|
$840
0.0% of portfolio
|
Q3 2024
Reduced 85.27%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
17
shares
|
$752
0.0% of portfolio
|
Q1 2023
Reduced 76.06%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
16
shares
|
$707
0.0% of portfolio
|
Q3 2024
New holding
|