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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
941+ 12.69% |
$25.5K - $42.1K
|
8.36K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
933+ 172.78% |
$25.3K - $41.7K
|
1.47K
$40.6K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
920+ 15.63% |
$25K - $41.1K
|
6.81K
$188K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
905+ 52.19% |
$24.6K - $40.4K
|
2.64K
$72.7K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
897+ 12.86% |
$24.4K - $40.1K
|
7.87K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
823+ 3.08% |
$22.3K - $36.8K
|
27.5K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
809New |
$22K - $36.2K
|
809
$22.3K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
802+ 73.11% |
$21.8K - $35.8K
|
1.9K
$52.3K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
797+ 4.85% |
$21.6K - $35.6K
|
17.2K
$475K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
747+ 200.81% |
$20.3K - $33.4K
|
1.12K
$30.8K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
734+ 0.6% |
$19.9K - $32.8K
|
123K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
679+ 80.74% |
$18.4K - $30.3K
|
1.52K
$41.9K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 57.58% |
$15.5K - $25.5K
|
1.56K
$43K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
534+ 3.56% |
$14.5K - $23.9K
|
15.5K
$428K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
518+ 2.5% |
$14.1K - $23.1K
|
21.3K
$586K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
518+ 4.94% |
$14.1K - $23.1K
|
11K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
516+ 6.31% |
$14K - $23.1K
|
8.69K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
417+ 69.5% |
$11.3K - $18.6K
|
1.02K
$28K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
403New |
$10.9K - $18K
|
403
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
325+ 13.32% |
$8.82K - $14.5K
|
2.77K
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
270+ 290.32% |
$7.33K - $12.1K
|
363
$10K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
257New |
$6.98K - $11.5K
|
257
$7.08K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
230+ 0.08% |
$6.24K - $10.3K
|
271K
$7.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
221+ 4.55% |
$6K - $9.88K
|
5.08K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$4.97K - $8.18K
|
183
$5.04K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
153New |
$4.15K - $6.84K
|
153
$4.22K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
150+ 78.53% |
$4.07K - $6.7K
|
341
$9.4K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
144+ 194.59% |
$3.91K - $6.44K
|
218
$6.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$3.89K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
138+ 492.86% |
$3.75K - $6.17K
|
166
$4.57K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
128+ 284.44% |
$3.48K - $5.72K
|
173
$4.77K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
121+ 33.61% |
$3.29K - $5.41K
|
481
$13.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 16.0% |
$3.26K - $5.36K
|
870
$24K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
118+ 36.09% |
$3.2K - $5.27K
|
445
$12.3K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
117+ 0.47% |
$3.18K - $5.23K
|
24.9K
$685K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 262.5% |
$2.85K - $4.69K
|
145
$4K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
104New |
$2.82K - $4.65K
|
104
$2.87K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.72K - $4.47K
|
100
$2.76K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
99+ 4.13% |
$2.69K - $4.42K
|
2.5K
$68.8K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
84New |
$2.28K - $3.75K
|
84
$2.32K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
75New |
$2.04K - $3.35K
|
75
$2.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$1.55K - $2.55K
|
57
$1.57K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 1.38% |
$1.55K - $2.55K
|
4.2K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
54New |
$1.47K - $2.41K
|
54
$1.49K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
52+ 10.55% |
$1.41K - $2.32K
|
545
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51New |
$1.38K - $2.28K
|
51
$1.41K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47New |
$1.28K - $2.1K
|
47
$1.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 3.62% |
$1.17K - $1.92K
|
1.23K
$34K
|