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 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.73K+ 110.12% |
$264K - $435K
|
18.6K
$512K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
9.37K+ 19.6% |
$254K - $419K
|
57.2K
$1.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
9K+ 2.29% |
$244K - $402K
|
403K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$236K - $389K
|
8.7K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
8.48K+ 28.62% |
$230K - $379K
|
38.1K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.24KNew |
$224K - $368K
|
8.24K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
7.95KNew |
$216K - $355K
|
7.95K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.69K+ 27.38% |
$209K - $344K
|
35.8K
$986K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
7.54KNew |
$205K - $337K
|
7.54K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$204K - $335K
|
7.5K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
6.93K+ 31.81% |
$188K - $310K
|
28.7K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.81K+ 26.27% |
$185K - $304K
|
32.7K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.8KNew |
$185K - $304K
|
6.8K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.71K+ 71.37% |
$182K - $300K
|
16.1K
$444K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.02KNew |
$163K - $269K
|
6.02K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.02K+ 51.46% |
$163K - $269K
|
17.7K
$488K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
6.02K+ 60.9% |
$163K - $269K
|
15.9K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.97KNew |
$162K - $267K
|
5.97K
$165K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.57K+ 5.91% |
$151K - $249K
|
99.9K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.52K+ 57.52% |
$150K - $247K
|
15.1K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.48KNew |
$149K - $245K
|
5.48K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
4.88K+ 11.86% |
$132K - $218K
|
46K
$1.27M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.11K+ 1.11% |
$112K - $184K
|
376K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.69K+ 11.62% |
$100K - $165K
|
35.5K
$978K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.62K+ 16.86% |
$98.4K - $162K
|
25.1K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.97K+ 4.56% |
$80.6K - $133K
|
68.1K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.97K+ 17.96% |
$80.5K - $133K
|
19.5K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.96K+ 12.1% |
$80.2K - $132K
|
27.4K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.86K+ 60.49% |
$77.7K - $128K
|
7.59K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.79K+ 2.11% |
$75.8K - $125K
|
135K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.57K+ 0.67% |
$69.8K - $115K
|
389K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.46K+ 1.81% |
$66.8K - $110K
|
139K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.37K+ 7.1% |
$64.3K - $106K
|
35.8K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.13K+ 13.7% |
$57.9K - $95.3K
|
17.7K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.13K+ 32.72% |
$57.8K - $95.1K
|
8.63K
$238K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.85K+ 16.19% |
$50.3K - $82.9K
|
13.3K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 27.07% |
$43.1K - $71K
|
7.45K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.51K+ 13.43% |
$40.9K - $67.4K
|
12.7K
$351K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$40.7K - $67K
|
1.5K
$41.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.49K+ 22.79% |
$40.4K - $66.5K
|
8.02K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.15K+ 8.47% |
$31.2K - $51.3K
|
14.7K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.12K+ 2.82% |
$30.3K - $49.9K
|
40.7K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.11K+ 0.78% |
$30.2K - $49.8K
|
144K
$3.97M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.08K+ 9.68% |
$29.4K - $48.4K
|
12.3K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04K+ 1097.89% |
$28.3K - $46.6K
|
1.14K
$31.4K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.02K+ 15.24% |
$27.8K - $45.8K
|
7.74K
$213K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.01K+ 44.94% |
$27.3K - $45K
|
3.25K
$89.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.01K+ 2.01% |
$27.3K - $45K
|
51K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
955+ 34.05% |
$25.9K - $42.7K
|
3.76K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
951+ 1.48% |
$25.8K - $42.5K
|
65.4K
$1.8M
|