Purchases and Sales Made in Q1 2022 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q1 2022. The information is specifically focused on institutions that hold shares of SM Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33+ 0.43% |
$1.03K - $1.4K
|
7.74K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 14.93% |
$1.03K - $1.4K
|
254
$11.7K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
26New |
$815 - $1.1K
|
26
$1.2K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 227.27% |
$784 - $1.06K
|
36
$1.66K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
22New |
$690 - $935
|
22
$1.01K
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21New |
$659 - $892
|
21
$967
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19New |
$596 - $807
|
19
$875
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$376 - $510
|
12
$552
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
10+ 125.0% |
$314 - $425
|
18
$829
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 1.59% |
$220 - $297
|
447
$20.6K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6+ 0.03% |
$188 - $255
|
22.2K
$1.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$188 - $255
|
6
$276
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.11% |
$62.7 - $85
|
1.79K
$82.4K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 19.05% |
$125 - $170
|
17
$783
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.1% |
$314 - $425
|
9.73K
$448K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12- 0.12% |
$376 - $510
|
9.69K
$446K
|
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-25- 0.21% |
$784 - $1.06K
|
11.9K
$546K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 10.53% |
$1.19K - $1.61K
|
323
$14.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-169- 0.75% |
$5.3K - $7.18K
|
22.5K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-175Closed |
$5.49K - $7.43K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 2.76% |
$6.27K - $8.5K
|
7.04K
$324K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-264- 79.28% |
$8.28K - $11.2K
|
69
$3.18K
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-362- 0.07% |
$11.4K - $15.4K
|
539K
$24.8M
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-377- 3.48% |
$11.8K - $16K
|
10.5K
$481K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-413- 0.65% |
$13K - $17.5K
|
63.6K
$2.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-460- 0.33% |
$14.4K - $19.5K
|
141K
$6.47M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-529- 27.99% |
$16.6K - $22.5K
|
1.36K
$62.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.5% |
$22K - $29.7K
|
45.9K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-704- 0.13% |
$22.1K - $29.9K
|
550K
$25.3M
|
|
|
May 13, 2022
Q1 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-723Closed |
$22.7K - $30.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-727- 48.4% |
$22.8K - $30.9K
|
775
$35.7K
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-978- 3.6% |
$30.7K - $41.5K
|
26.2K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.06K- 9.47% |
$33.1K - $44.8K
|
10.1K
$464K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$34.8K - $47.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.23K- 1.42% |
$38.4K - $52K
|
84.8K
$3.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.5KClosed |
$47K - $63.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.52K- 8.13% |
$47.8K - $64.7K
|
17.2K
$792K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.77K- 4.54% |
$55.4K - $75.1K
|
37.1K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.79K- 3.11% |
$56.2K - $76.2K
|
55.9K
$2.57M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.8K- 3.2% |
$56.5K - $76.6K
|
54.6K
$2.51M
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.84K- 2.1% |
$57.8K - $78.3K
|
86.1K
$3.96M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.97K- 4.04% |
$61.7K - $83.6K
|
46.7K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.98K- 99.1% |
$62.2K - $84.2K
|
18
$829
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.31K- 12.9% |
$72.3K - $98K
|
15.6K
$717K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.46K- 29.16% |
$77.3K - $105K
|
5.99K
$275K
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.51K- 19.67% |
$78.7K - $107K
|
10.3K
$472K
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.34K- 11.09% |
$105K - $142K
|
26.7K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4K- 1.08% |
$125K - $170K
|
367K
$16.9M
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.22K- 5.77% |
$132K - $179K
|
68.9K
$3.17M
|
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.5K- 3.68% |
$141K - $191K
|
118K
$5.41M
|