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 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.18K+ 92.86% |
$186K - $265K
|
12.8K
$506K
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.18KNew |
$186K - $265K
|
6.18K
$243K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.01KNew |
$181K - $258K
|
6.01K
$237K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.92KNew |
$179K - $254K
|
5.92K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
5.8KNew |
$175K - $249K
|
5.8K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.79K+ 5.93% |
$175K - $249K
|
103K
$4.08M
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
5.74KNew |
$173K - $246K
|
5.74K
$226K
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.74KNew |
$173K - $246K
|
5.74K
$226K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.7KNew |
$172K - $245K
|
5.7K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.67K+ 58.72% |
$171K - $243K
|
15.3K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.65KNew |
$171K - $243K
|
5.65K
$223K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.56KNew |
$168K - $239K
|
5.56K
$219K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.3KNew |
$160K - $228K
|
5.3K
$209K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.23KNew |
$158K - $225K
|
5.23K
$206K
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.86K+ 38.24% |
$147K - $208K
|
17.6K
$692K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.35K+ 91.1% |
$131K - $187K
|
9.13K
$360K
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.08K+ 14.27% |
$123K - $175K
|
32.6K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.77K+ 477.57% |
$114K - $162K
|
4.56K
$180K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.73K+ 9.44% |
$112K - $160K
|
43.2K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.72K+ 8.9% |
$112K - $160K
|
45.6K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 39.91% |
$106K - $151K
|
12.3K
$486K
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.34K+ 4.55% |
$101K - $143K
|
76.7K
$3.02M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92KNew |
$88.2K - $125K
|
2.92K
$115K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.78K+ 13.01% |
$83.8K - $119K
|
24.1K
$951K
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.6K+ 0.99% |
$78.5K - $112K
|
265K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.52K+ 9.79% |
$75.9K - $108K
|
28.2K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.34K+ 12.37% |
$70.6K - $100K
|
21.3K
$838K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 1.35% |
$61.2K - $87.1K
|
152K
$6M
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.02K+ 5.15% |
$60.8K - $86.5K
|
41.1K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.02K+ 20.32% |
$60.8K - $86.5K
|
11.9K
$470K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.95K+ 2.58% |
$59K - $83.9K
|
77.7K
$3.06M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.94K+ 8.95% |
$58.5K - $83.2K
|
23.6K
$930K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.85KNew |
$55.8K - $79.4K
|
1.85K
$72.9K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.67K+ 16.66% |
$50.5K - $71.8K
|
11.7K
$462K
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.64KNew |
$49.4K - $70.2K
|
1.64K
$64.5K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.59K+ 31.72% |
$47.9K - $68.2K
|
6.6K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.45K+ 2.51% |
$43.8K - $62.2K
|
59.2K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.31K+ 2.03% |
$39.5K - $56.2K
|
65.8K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.15K+ 11.34% |
$34.6K - $49.2K
|
11.2K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.12K+ 8.67% |
$33.8K - $48.1K
|
14K
$553K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 13.4% |
$30.3K - $43.1K
|
8.51K
$335K
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
845+ 11.52% |
$25.5K - $36.3K
|
8.18K
$322K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
797New |
$24.1K - $34.2K
|
797
$31.4K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
794+ 294.07% |
$24K - $34.1K
|
1.06K
$41.9K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
772+ 1.02% |
$23.3K - $33.1K
|
76.4K
$3.01M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
750+ 27.38% |
$22.6K - $32.2K
|
3.49K
$138K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
720New |
$21.7K - $30.9K
|
720
$28.4K
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
502+ 3.37% |
$15.2K - $21.6K
|
15.4K
$608K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
464+ 1.37% |
$14K - $19.9K
|
34.3K
$1.35M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$12.1K - $17.2K
|
400
$15.8K
|