Purchases and Sales Made in Q3 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.73M+ 398.55% |
$52.1M - $74.1M
|
2.16M
$81.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
1.17MNew |
$35.4M - $50.3M
|
1.17M
$44.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
865K+ 72.79% |
$26.1M - $37.2M
|
2.05M
$77.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
737K+ 17.21% |
$22.2M - $31.6M
|
5.02M
$190M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
540K+ 59.62% |
$16.3M - $23.2M
|
1.45M
$54.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
538KNew |
$16.2M - $23.1M
|
538K
$20.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
487KNew |
$14.7M - $20.9M
|
487K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
358K+ 44.5% |
$10.8M - $15.4M
|
1.16M
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
358KNew |
$10.8M - $15.4M
|
358K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
219KNew |
$6.6M - $9.39M
|
219K
$8.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
176KNew |
$5.32M - $7.57M
|
176K
$6.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
167KNew |
$5.05M - $7.18M
|
167K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
164KNew |
$4.94M - $7.02M
|
164K
$6.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
160K+ 400.0% |
$4.83M - $6.87M
|
200K
$7.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
157K+ 32.91% |
$4.73M - $6.73M
|
633K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
143K+ 14.84% |
$4.3M - $6.12M
|
1.1M
$41.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
141KNew |
$4.26M - $6.06M
|
141K
$5.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
133K+ 136.42% |
$4.02M - $5.71M
|
231K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
121K+ 96.82% |
$3.66M - $5.21M
|
247K
$9.34M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
121K+ 8.97% |
$3.65M - $5.19M
|
1.47M
$55.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
115KNew |
$3.47M - $4.94M
|
115K
$4.35M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
115KNew |
$3.47M - $4.94M
|
115K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
106K+ 566.14% |
$3.2M - $4.56M
|
125K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
95KNew |
$2.87M - $4.08M
|
95K
$3.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
92.5KNew |
$2.79M - $3.97M
|
92.5K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
92.2K+ 3.91% |
$2.78M - $3.96M
|
2.45M
$92.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
86.9K+ 23.85% |
$2.62M - $3.73M
|
451K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
83.6K+ 5.71% |
$2.52M - $3.59M
|
1.55M
$58.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
80.7K+ 90.79% |
$2.43M - $3.46M
|
169K
$6.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
80.5K+ 30.8% |
$2.43M - $3.46M
|
342K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
69.3KNew |
$2.09M - $2.97M
|
69.3K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
68.9K+ 335.27% |
$2.08M - $2.96M
|
89.4K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
67.2K+ 4.6% |
$2.03M - $2.89M
|
1.53M
$57.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.4K+ 102.44% |
$1.85M - $2.63M
|
121K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
60.4KNew |
$1.82M - $2.59M
|
60.4K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
56.3KNew |
$1.7M - $2.41M
|
56.3K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
55KNew |
$1.66M - $2.36M
|
55K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
54.7KNew |
$1.65M - $2.35M
|
54.7K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
54.4K+ 11.07% |
$1.64M - $2.34M
|
546K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
48K+ 20.55% |
$1.45M - $2.06M
|
282K
$10.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
40KNew |
$1.21M - $1.72M
|
40K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
39K+ 1.14% |
$1.18M - $1.67M
|
3.45M
$131M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
37.5KNew |
$1.13M - $1.61M
|
37.5K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
35KNew |
$1.06M - $1.5M
|
35K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
32.8KNew |
$988K - $1.41M
|
32.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
28KNew |
$844K - $1.2M
|
28K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
27.5KNew |
$829K - $1.18M
|
27.5K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
26.2K+ 23.19% |
$790K - $1.12M
|
139K
$5.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
25.1KNew |
$758K - $1.08M
|
25.1K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
25K+ 250.0% |
$755K - $1.07M
|
35K
$1.32M
|