Purchases and Sales Made in Q1 2025 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q1 2025. 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 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
50.8KNew |
$1.38M - $2.27M
|
50.8K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
48.9KNew |
$1.33M - $2.19M
|
48.9K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
47.4KNew |
$1.29M - $2.12M
|
47.4K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
44.5K+ 43.94% |
$1.21M - $1.99M
|
146K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
41KNew |
$1.11M - $1.83M
|
41K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
39.8KNew |
$1.08M - $1.78M
|
39.8K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
39.2K+ 31.67% |
$1.06M - $1.75M
|
163K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
BUY
|
- |
37.5K+ 16.14% |
$1.02M - $1.68M
|
270K
$7.44M
|
|
|
May 12, 2025
Q1 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
36.7K+ 15.25% |
$996K - $1.64M
|
277K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$982K - $1.62M
|
36.2K
$997K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
35.2K+ 534.54% |
$957K - $1.57M
|
41.8K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
32.6K+ 73.08% |
$886K - $1.46M
|
77.3K
$2.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31K+ 60.73% |
$842K - $1.39M
|
82.1K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
29.1KNew |
$791K - $1.3M
|
29.1K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
25K+ 4.49% |
$680K - $1.12M
|
583K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25K+ 201.66% |
$678K - $1.12M
|
37.4K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.8KNew |
$674K - $1.11M
|
24.8K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
23.5K+ 32.12% |
$639K - $1.05M
|
96.8K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
23.5K+ 32.12% |
$639K - $1.05M
|
96.8K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
23.4K+ 31.41% |
$635K - $1.05M
|
97.9K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
23.1K+ 97.89% |
$628K - $1.03M
|
46.7K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
22.8K+ 289.86% |
$619K - $1.02M
|
30.7K
$846K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
22.4K+ 11.44% |
$608K - $1M
|
218K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
22.1K+ 3.95% |
$601K - $989K
|
582K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$594K - $978K
|
21.9K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 100.0% |
$570K - $938K
|
42K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20K+ 27.75% |
$542K - $892K
|
91.9K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.9KNew |
$539K - $888K
|
19.9K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
18.6K+ 11.83% |
$504K - $829K
|
175K
$4.83M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
18.4K+ 33.88% |
$500K - $823K
|
72.8K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.4K+ 42.75% |
$500K - $823K
|
61.5K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
18.2K+ 54.11% |
$495K - $814K
|
51.9K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.9K+ 2.81% |
$486K - $799K
|
654K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 221.53% |
$455K - $748K
|
24.3K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 13.89% |
$440K - $724K
|
133K
$3.66M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
16K+ 349.42% |
$436K - $717K
|
20.6K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14.7K+ 137.11% |
$399K - $656K
|
25.4K
$700K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
14.2K+ 8.22% |
$385K - $634K
|
187K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13K+ 0.49% |
$354K - $583K
|
2.69M
$74.2M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.7KNew |
$346K - $569K
|
12.7K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.3K+ 49.37% |
$333K - $548K
|
37.1K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12.3K+ 149.31% |
$333K - $548K
|
20.5K
$564K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.1K+ 145.14% |
$328K - $540K
|
20.4K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
11.6KNew |
$315K - $519K
|
11.6K
$320K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$307K - $506K
|
11.3K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$283K - $467K
|
10.4K
$288K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.4K+ 90.47% |
$281K - $463K
|
21.8K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
10.3KNew |
$280K - $461K
|
10.3K
$284K
|
|
|
May 08, 2025
Q1 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10K+ 25.0% |
$272K - $447K
|
50K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.75K+ 122.32% |
$265K - $436K
|
17.7K
$488K
|