Purchases and Sales Made in Q2 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q2 2023. 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 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.63K+ 0.83% |
$168K - $210K
|
805K
$37.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.21K+ 4.78% |
$157K - $196K
|
136K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
6.1K+ 10.66% |
$154K - $193K
|
63.3K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
4.85K+ 13.12% |
$123K - $153K
|
41.8K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.18K+ 0.57% |
$106K - $132K
|
735K
$33.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.66K+ 1.88% |
$92.5K - $116K
|
198K
$9.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.82K+ 12.34% |
$71.4K - $89.3K
|
25.7K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.58K+ 19.7% |
$65.2K - $81.6K
|
15.7K
$722K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.44K+ 14.77% |
$61.6K - $77K
|
18.9K
$871K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.4K+ 4.25% |
$60.7K - $75.9K
|
58.9K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 86.06% |
$58.6K - $73.3K
|
5.01K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.26K+ 2.57% |
$57.1K - $71.5K
|
90.2K
$4.15M
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.15K+ 5.73% |
$54.4K - $68.1K
|
39.8K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
2.05K+ 2.4% |
$51.9K - $65K
|
87.8K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.03K+ 26.61% |
$51.3K - $64.1K
|
9.65K
$444K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.82K+ 19.33% |
$46K - $57.6K
|
11.2K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.69K+ 0.73% |
$42.8K - $53.5K
|
234K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.61K+ 8.15% |
$40.7K - $50.9K
|
21.4K
$983K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 204.81% |
$39.8K - $49.8K
|
2.34K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.56K+ 11.68% |
$39.5K - $49.3K
|
14.9K
$686K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 327.58% |
$29.7K - $37.2K
|
1.54K
$70.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.17K+ 6.62% |
$29.5K - $36.9K
|
18.8K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.03K+ 16.26% |
$25.9K - $32.5K
|
7.34K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
847+ 8.5% |
$21.4K - $26.8K
|
10.8K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
748+ 0.19% |
$18.9K - $23.7K
|
399K
$18.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
747+ 561.65% |
$18.9K - $23.6K
|
880
$40.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
615+ 484.25% |
$15.6K - $19.5K
|
742
$34.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
572+ 0.58% |
$14.5K - $18.1K
|
99.9K
$4.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
543+ 114.32% |
$13.7K - $17.2K
|
1.02K
$46.9K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
540+ 0.72% |
$13.7K - $17.1K
|
75.7K
$3.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
521+ 28.15% |
$13.2K - $16.5K
|
2.37K
$109K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
518+ 1.34% |
$13.1K - $16.4K
|
39.1K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
510+ 154.55% |
$12.9K - $16.1K
|
840
$38.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
423+ 4.45% |
$10.7K - $13.4K
|
9.92K
$457K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
419+ 3.56% |
$10.6K - $13.3K
|
12.2K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
302New |
$7.64K - $9.55K
|
302
$13.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
245+ 0.34% |
$6.2K - $7.75K
|
73.3K
$3.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
237+ 2.45% |
$5.99K - $7.5K
|
9.9K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
228+ 430.19% |
$5.77K - $7.21K
|
281
$12.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
215+ 4.71% |
$5.44K - $6.8K
|
4.78K
$220K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
176+ 517.65% |
$4.45K - $5.57K
|
210
$9.67K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
176+ 161.47% |
$4.45K - $5.57K
|
285
$13.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
154+ 2.37% |
$3.89K - $4.87K
|
6.64K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
144+ 2.7% |
$3.64K - $4.55K
|
5.49K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
135+ 0.63% |
$3.41K - $4.27K
|
21.7K
$997K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
124+ 0.56% |
$3.14K - $3.92K
|
22.4K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
123+ 18.47% |
$3.11K - $3.89K
|
789
$36.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108+ 46.15% |
$2.73K - $3.42K
|
342
$15.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
99+ 90.0% |
$2.5K - $3.13K
|
209
$9.62K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$2.2K - $2.75K
|
87
$4K
|