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
|
Ellevest, Inc.
|
SELL
|
- |
-7.23K- 26.65% |
$196K - $323K
|
19.9K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-7.54K- 21.85% |
$205K - $337K
|
26.9K
$743K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-7.6K- 29.69% |
$206K - $340K
|
18K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-8.68K- 38.04% |
$236K - $388K
|
14.1K
$390K
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-10.3K- 0.58% |
$280K - $461K
|
1.76M
$48.5M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.7K- 3.14% |
$289K - $476K
|
329K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.8K- 15.7% |
$293K - $483K
|
58K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.5K- 6.15% |
$311K - $512K
|
175K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.3K- 27.68% |
$334K - $550K
|
32.1K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.4K- 2.84% |
$337K - $554K
|
424K
$11.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 2.68% |
$345K - $568K
|
461K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.1K- 44.05% |
$357K - $587K
|
16.7K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-13.4K- 26.12% |
$365K - $600K
|
38K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-13.4K- 20.35% |
$365K - $601K
|
52.6K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-14K- 14.4% |
$381K - $627K
|
83.4K
$2.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-16.3K- 79.03% |
$443K - $729K
|
4.33K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-17K- 25.6% |
$461K - $759K
|
49.4K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-17.3K- 57.16% |
$469K - $772K
|
13K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-17.3K- 91.25% |
$471K - $775K
|
1.66K
$45.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 89.08% |
$475K - $781K
|
2.14K
$59.1K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-19.9K- 29.15% |
$540K - $889K
|
48.3K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20K- 13.42% |
$543K - $893K
|
129K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-21.3K- 51.62% |
$580K - $954K
|
20K
$551K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-23.7K- 1.89% |
$644K - $1.06M
|
1.23M
$34M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-25.4K- 64.95% |
$689K - $1.13M
|
13.7K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-27K- 39.95% |
$734K - $1.21M
|
40.6K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.8K- 6.75% |
$810K - $1.33M
|
412K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-30K- 28.65% |
$815K - $1.34M
|
74.8K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-30.3K- 23.45% |
$823K - $1.35M
|
98.9K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-31.1K- 4.33% |
$844K - $1.39M
|
688K
$19M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-32.1K- 4.38% |
$872K - $1.43M
|
701K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-44.9K- 38.05% |
$1.22M - $2.01M
|
73.1K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.1K- 8.28% |
$1.22M - $2.02M
|
500K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.7K- 17.35% |
$1.24M - $2.04M
|
218K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.1K- 3.52% |
$1.39M - $2.28M
|
1.4M
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52.5K- 9.22% |
$1.42M - $2.34M
|
517K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-63K- 24.71% |
$1.71M - $2.81M
|
192K
$5.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-64.1K- 52.32% |
$1.74M - $2.86M
|
58.4K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-64.5K- 44.54% |
$1.75M - $2.88M
|
80.4K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-66.3K- 78.06% |
$1.8M - $2.96M
|
18.6K
$514K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-70K- 48.64% |
$1.9M - $3.13M
|
73.9K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-72.4K- 36.74% |
$1.96M - $3.23M
|
125K
$3.43M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-76.2K- 68.32% |
$2.07M - $3.4M
|
35.3K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-82.5K- 33.0% |
$2.24M - $3.69M
|
168K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-110K- 80.97% |
$2.97M - $4.89M
|
25.7K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-112K- 35.89% |
$3.03M - $4.99M
|
199K
$5.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 8.51% |
$3.26M - $5.37M
|
1.29M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-132K- 69.84% |
$3.59M - $5.91M
|
57.1K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136K- 96.66% |
$3.69M - $6.07M
|
4.69K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-149K- 78.25% |
$4.04M - $6.65M
|
41.4K
$1.14M
|