Purchases and Sales Made in Q2 2025 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
218KNew |
$4.45M - $6.67M
|
218K
$6.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
41.2K+ 7.08% |
$841K - $1.26M
|
624K
$17.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25.3K+ 30.78% |
$515K - $771K
|
107K
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.34KNew |
$170K - $255K
|
8.34K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.26K+ 6.1% |
$46.1K - $69K
|
39.4K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.45K+ 332.8% |
$29.6K - $44.3K
|
1.89K
$52K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.28K+ 27.34% |
$26.1K - $39.1K
|
5.97K
$165K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
590New |
$12K - $18K
|
590
$16.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
505+ 1.76% |
$10.3K - $15.4K
|
29.2K
$805K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
252+ 17.11% |
$5.14K - $7.69K
|
1.73K
$47.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
231+ 2.88% |
$4.71K - $7.05K
|
8.25K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80+ 8.79% |
$1.63K - $2.44K
|
990
$27.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
35+ 13.62% |
$714 - $1.07K
|
292
$8.05K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 9.73% |
$591 - $885
|
327
$9.01K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 82.61% |
$387 - $580
|
42
$1.16K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 0.91% |
$143 - $214
|
780
$21.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.25% |
$102 - $153
|
75
$2.07K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-22- 1.97% |
$449 - $671
|
1.1K
$30.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-45- 2.96% |
$918 - $1.37K
|
1.48K
$40.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-61- 12.68% |
$1.24K - $1.86K
|
420
$11.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-90- 10.34% |
$1.84K - $2.75K
|
780
$21.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-497- 11.48% |
$10.1K - $15.2K
|
3.83K
$106K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-534- 3.44% |
$10.9K - $16.3K
|
15K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-3.33K- 7.24% |
$68K - $102K
|
42.7K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-13.2K- 52.43% |
$269K - $402K
|
12K
$329K
|