Purchases and Sales Made in Q1 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q1 2024. 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 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.73MNew |
$133M - $186M
|
3.73M
$145M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.75M+ 972.57% |
$62.1M - $87.1M
|
1.93M
$74.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.08M+ 2445.98% |
$38.5M - $54M
|
1.13M
$43.7M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
544K+ 1169.08% |
$19.3M - $27.1M
|
590K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
490KNew |
$17.4M - $24.4M
|
490K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
448K+ 8.13% |
$15.9M - $22.3M
|
5.96M
$231M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
443K+ 12.19% |
$15.8M - $22.1M
|
4.08M
$158M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
413K+ 21.53% |
$14.7M - $20.6M
|
2.33M
$90.4M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
340K+ 184.1% |
$12.1M - $17M
|
525K
$20.3M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
284K+ 7.48% |
$10.1M - $14.1M
|
4.08M
$158M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
283K+ 44.09% |
$10.1M - $14.1M
|
926K
$35.9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
259K+ 20.01% |
$9.2M - $12.9M
|
1.55M
$60.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 23.93% |
$9.2M - $12.9M
|
1.34M
$51.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
217K+ 16.09% |
$7.71M - $10.8M
|
1.56M
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
188KNew |
$6.68M - $9.37M
|
188K
$7.29M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
166K+ 15.42% |
$5.91M - $8.28M
|
1.24M
$48.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
BUY
|
- |
143K+ 16.33% |
$5.1M - $7.14M
|
1.02M
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
141KNew |
$5.02M - $7.04M
|
141K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
BUY
|
- |
136KNew |
$4.84M - $6.79M
|
136K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125K+ 23.3% |
$4.44M - $6.23M
|
661K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
124K+ 19.46% |
$4.43M - $6.2M
|
764K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
113KNew |
$4M - $5.61M
|
113K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
108K+ 127.68% |
$3.84M - $5.39M
|
193K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
101K+ 134.5% |
$3.6M - $5.05M
|
177K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
101KNew |
$3.58M - $5.02M
|
101K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
96.7K+ 1733.46% |
$3.44M - $4.82M
|
102K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
95.7KNew |
$3.4M - $4.77M
|
95.7K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.1K+ 23.73% |
$3.34M - $4.69M
|
490K
$19M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
91.5K+ 12.18% |
$3.25M - $4.56M
|
843K
$32.7M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
87.9K+ 319.78% |
$3.13M - $4.38M
|
115K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
69.7K+ 21.93% |
$2.48M - $3.48M
|
388K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
65.8KNew |
$2.34M - $3.28M
|
65.8K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
63.2KNew |
$2.25M - $3.15M
|
63.2K
$2.45M
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
62.5KNew |
$2.22M - $3.12M
|
62.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
62.4K+ 12.62% |
$2.22M - $3.11M
|
557K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
59.2KNew |
$2.1M - $2.95M
|
59.2K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
57.6K+ 90.22% |
$2.05M - $2.87M
|
122K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.3K+ 5.59% |
$2.04M - $2.86M
|
1.08M
$42M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
50.7K+ 52.27% |
$1.8M - $2.53M
|
148K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
50.5K+ 1.99% |
$1.8M - $2.52M
|
2.58M
$100M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
48.5KNew |
$1.72M - $2.42M
|
48.5K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
47.8K+ 100.46% |
$1.7M - $2.38M
|
95.4K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 5.09% |
$1.69M - $2.36M
|
980K
$38M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.1K+ 137.43% |
$1.61M - $2.25M
|
78K
$3.02M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
42.1K+ 74.59% |
$1.5M - $2.1M
|
98.6K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
41.8K+ 27.64% |
$1.49M - $2.08M
|
193K
$7.48M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
37.6K+ 14.15% |
$1.34M - $1.87M
|
303K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
33.5KNew |
$1.19M - $1.67M
|
33.5K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
33.2K+ 5.48% |
$1.18M - $1.66M
|
640K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
31.3K+ 288.35% |
$1.11M - $1.56M
|
42.1K
$1.63M
|