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
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-201K- 40.15% |
$5.44M - $8.96M
|
299K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-245K- 3.74% |
$6.66M - $11M
|
6.31M
$174M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-268K- 88.18% |
$7.26M - $12M
|
35.9K
$989K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-304K- 86.96% |
$8.25M - $13.6M
|
45.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-313K- 75.02% |
$8.5M - $14M
|
104K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-347K- 82.95% |
$9.41M - $15.5M
|
71.2K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-365K- 7.88% |
$9.91M - $16.3M
|
4.27M
$118M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-385K- 70.41% |
$10.5M - $17.2M
|
162K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-386K- 31.73% |
$10.5M - $17.3M
|
831K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-464K- 39.49% |
$12.6M - $20.7M
|
711K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-518K- 83.4% |
$14.1M - $23.2M
|
103K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-841K- 62.25% |
$22.8M - $37.6M
|
510K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.07M- 39.72% |
$28.9M - $47.6M
|
1.62M
$44.6M
|