Purchases and Sales Made in Q3 2022 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
151+ 7.46% |
$4.58K - $7.08K
|
2.17K
$66.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
137+ 1.75% |
$4.16K - $6.43K
|
7.98K
$245K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
133+ 1.19% |
$4.04K - $6.24K
|
11.3K
$346K
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.28% |
$2.76K - $4.27K
|
33.1K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
89+ 0.1% |
$2.7K - $4.17K
|
88.2K
$2.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
81New |
$2.46K - $3.8K
|
81
$2.48K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 21.56% |
$1.76K - $2.72K
|
327
$10K
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
46+ 0.21% |
$1.4K - $2.16K
|
22.2K
$681K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 26.95% |
$1.15K - $1.78K
|
179
$5.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$1K - $1.55K
|
33
$1.01K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
32+ 0.34% |
$972 - $1.5K
|
9.41K
$288K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
27+ 900.0% |
$820 - $1.27K
|
30
$920
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$607 - $938
|
20
$613
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19New |
$577 - $891
|
19
$583
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
17+ 23.61% |
$516 - $797
|
89
$2.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11New |
$334 - $516
|
11
$337
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$152 - $235
|
5
$153
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3New |
$91.1 - $141
|
3
$92
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.12% |
$91.1 - $141
|
272
$8.34K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 5.0% |
$60.7 - $93.8
|
42
$1.29K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 10.0% |
$60.7 - $93.8
|
22
$675
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3- 21.43% |
$91.1 - $141
|
11
$337
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 15.0% |
$91.1 - $141
|
17
$521
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 2.35% |
$121 - $188
|
166
$5.09K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 6.76% |
$152 - $235
|
69
$2.12K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 15.58% |
$364 - $563
|
65
$1.99K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 15.69% |
$1.55K - $2.39K
|
274
$8.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 7.93% |
$1.58K - $2.44K
|
604
$18.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-53- 33.33% |
$1.61K - $2.49K
|
106
$3.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-55- 0.02% |
$1.67K - $2.58K
|
268K
$8.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-58- 20.64% |
$1.76K - $2.72K
|
223
$6.84K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-90- 0.96% |
$2.73K - $4.22K
|
9.28K
$285K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-152- 99.35% |
$4.61K - $7.13K
|
1
$30.7
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-161- 49.85% |
$4.89K - $7.55K
|
162
$4.97K
|
|
|
Nov 10, 2022
Q3 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-246- 0.38% |
$7.47K - $11.5K
|
65.3K
$2M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-296- 2.87% |
$8.99K - $13.9K
|
10K
$307K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.51% |
$9.11K - $14.1K
|
58.6K
$1.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-369- 2.14% |
$11.2K - $17.3K
|
16.8K
$517K
|
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-409- 1.51% |
$12.4K - $19.2K
|
26.6K
$815K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-410- 2.4% |
$12.4K - $19.2K
|
16.7K
$512K
|
|
|
Oct 17, 2022
Q3 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-625- 3.42% |
$19K - $29.3K
|
17.7K
$542K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-705- 11.29% |
$21.4K - $33.1K
|
5.54K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-750- 10.65% |
$22.8K - $35.2K
|
6.29K
$193K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-807- 1.64% |
$24.5K - $37.8K
|
48.3K
$1.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-807- 1.64% |
$24.5K - $37.8K
|
48.3K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-872- 0.39% |
$26.5K - $40.9K
|
225K
$6.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-907- 3.96% |
$27.5K - $42.5K
|
22K
$674K
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.04K- 2.4% |
$31.6K - $48.9K
|
42.3K
$1.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.04K- 13.42% |
$31.7K - $48.9K
|
6.73K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.19K- 14.84% |
$36.1K - $55.8K
|
6.82K
$209K
|