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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39+ 0.36% |
$1.06K - $1.74K
|
11K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38+ 13.15% |
$1.03K - $1.7K
|
327
$9.01K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
37New |
$1K - $1.65K
|
37
$1.02K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
36New |
$977 - $1.61K
|
36
$992
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
36+ 94.74% |
$977 - $1.61K
|
74
$2.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$815 - $1.34K
|
30
$827
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
28+ 17.28% |
$760 - $1.25K
|
190
$5.24K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
26+ 18.44% |
$706 - $1.16K
|
167
$4.6K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24+ 48.0% |
$652 - $1.07K
|
74
$2.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
23New |
$624 - $1.03K
|
23
$634
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 2.23% |
$570 - $938
|
964
$26.6K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
18New |
$489 - $804
|
18
$496
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$462 - $760
|
17
$469
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$434 - $715
|
16
$441
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$407 - $670
|
15
$413
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$380 - $626
|
14
$386
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 41.38% |
$326 - $536
|
41
$1.13K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$136 - $223
|
5
$138
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$136 - $223
|
10
$276
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$358
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.52% |
$109 - $179
|
773
$21.3K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$81.4 - $134
|
3
$82.7
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$54.3 - $89.4
|
2
$55.1
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$27.2 - $44.7
|
1
$27.6
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.21% |
$27.2 - $44.7
|
477
$13.1K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-1Closed |
$27.2 - $44.7
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 37.5% |
$81.4 - $134
|
5
$138
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 20.0% |
$136 - $223
|
20
$551
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-9- 0.08% |
$244 - $402
|
11.6K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11- 12.64% |
$299 - $492
|
76
$2.09K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.04% |
$353 - $581
|
35.5K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-16- 0.04% |
$434 - $715
|
43.8K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38Closed |
$1.03K - $1.7K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-47- 47.0% |
$1.28K - $2.1K
|
53
$1.46K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 10.47% |
$1.38K - $2.28K
|
436
$12K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 19.9% |
$2.25K - $3.71K
|
334
$9.21K
|
|
|
May 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-89- 0.14% |
$2.42K - $3.98K
|
64.3K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-91- 46.19% |
$2.47K - $4.07K
|
106
$2.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-99- 0.25% |
$2.69K - $4.42K
|
38.8K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-114- 1.51% |
$3.1K - $5.09K
|
7.43K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 18.11% |
$3.29K - $5.41K
|
547
$15.1K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-131- 1.15% |
$3.56K - $5.85K
|
11.2K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-157- 0.66% |
$4.26K - $7.02K
|
23.6K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-170- 25.88% |
$4.62K - $7.6K
|
487
$13.4K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-176- 2.32% |
$4.78K - $7.87K
|
7.41K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-210- 0.37% |
$5.7K - $9.38K
|
55.8K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-240- 66.3% |
$6.52K - $10.7K
|
122
$3.36K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-313- 4.12% |
$8.5K - $14K
|
7.28K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-327- 11.33% |
$8.88K - $14.6K
|
2.56K
$70.5K
|