Purchases and Sales Made in Q2 2022 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
109New |
$3.61K - $5.93K
|
109
$3.37K
|
|
|
Aug 12, 2022
Q2 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
100+ 3.33% |
$3.31K - $5.44K
|
3.1K
$95.9K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$1.92K - $3.15K
|
58
$1.79K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
57+ 2.25% |
$1.89K - $3.1K
|
2.59K
$80.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
54+ 300.0% |
$1.79K - $2.94K
|
72
$2.23K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
52New |
$1.72K - $2.83K
|
52
$1.61K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
50New |
$1.66K - $2.72K
|
50
$1.55K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41+ 113.89% |
$1.36K - $2.23K
|
77
$2.38K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 66.67% |
$994 - $1.63K
|
75
$2.32K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
27+ 0.17% |
$895 - $1.47K
|
15.6K
$483K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22+ 16.54% |
$729 - $1.2K
|
155
$4.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 5.91% |
$497 - $815
|
269
$8.32K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 8.9% |
$431 - $707
|
159
$4.92K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 48.15% |
$431 - $707
|
40
$1.24K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 8.28% |
$431 - $707
|
170
$5.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 66.67% |
$265 - $435
|
20
$619
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.03% |
$199 - $326
|
22.1K
$685K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 7.25% |
$166 - $272
|
74
$2.29K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 27.27% |
$99.4 - $163
|
14
$433
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3+ 0.15% |
$99.4 - $163
|
2.02K
$62.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
3New |
$99.4 - $163
|
3
$92.8
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 5.26% |
$33.1 - $54.4
|
20
$619
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.06% |
$199 - $326
|
9.37K
$290K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-7- 35.0% |
$232 - $381
|
13
$402
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 50.0% |
$365 - $598
|
11
$340
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-12- 2.68% |
$398 - $652
|
435
$13.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$862 - $1.41K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-32- 0.14% |
$1.06K - $1.74K
|
22.2K
$686K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-85Closed |
$2.82K - $4.62K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-101Closed |
$3.35K - $5.49K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-147Closed |
$4.87K - $7.99K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.34% |
$6.63K - $10.9K
|
58.9K
$1.82M
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-218- 0.44% |
$7.22K - $11.9K
|
49.1K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-218- 0.44% |
$7.22K - $11.9K
|
49.1K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-322- 0.63% |
$10.7K - $17.5K
|
50.4K
$1.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-323- 1.57% |
$10.7K - $17.6K
|
20.2K
$624K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-333Closed |
$11K - $18.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-359Closed |
$11.9K - $19.5K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-360- 3.7% |
$11.9K - $19.6K
|
9.37K
$290K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-380Closed |
$12.6K - $20.7K
|
0
$0
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-413- 0.65% |
$13.7K - $22.5K
|
63.6K
$1.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-487Closed |
$16.1K - $26.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-595- 18.67% |
$19.7K - $32.3K
|
2.59K
$80.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-656Closed |
$21.7K - $35.7K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-666- 5.42% |
$22.1K - $36.2K
|
11.6K
$360K
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-800- 0.57% |
$26.5K - $43.5K
|
140K
$4.32M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-841- 6.24% |
$27.9K - $45.7K
|
12.6K
$391K
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-850- 7.16% |
$28.2K - $46.2K
|
11K
$341K
|