Purchases and Sales Made in Q3 2023 in Sm Energy CO (SM)

SM Quotes by TradingView

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
Metropolitan Life Insurance CO

New York, NY
BUY
 -
385
+ 5.8%
$11.6K - $16.5K
7.03K $277K
Nov 03, 2023 Q3 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
370
+ 59.68%
$11.2K - $15.9K
990 $39K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
266
New
$8.03K - $11.4K
266 $10.5K
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
265
New
$8K - $11.4K
265 $10.4K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
231
New
$6.97K - $9.92K
231 $9.1K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
223
+ 59.31%
$6.73K - $9.57K
599 $23.6K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
223
+ 59.31%
$6.73K - $9.57K
599 $23.6K
Nov 22, 2023 Q3 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
198
+ 0.23%
$5.98K - $8.5K
84.5K $3.33M
Nov 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
185
+ 0.21%
$5.58K - $7.94K
90.4K $3.56M
Feb 07, 2025 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
185
+ 0.21%
$5.58K - $7.94K
90.4K $3.56M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
169
New
$5.1K - $7.26K
169 $6.66K
Nov 13, 2023 Q3 2023
Cornerstone Investment Partners, LLC

BUY
 -
165
+ 1.2%
$4.98K - $7.08K
13.9K $549K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
161
+ 0.5%
$4.86K - $6.91K
32.4K $1.28M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
155
+ 16.13%
$4.68K - $6.65K
1.12K $44K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
148
+ 112.98%
$4.47K - $6.35K
279 $11K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
136
New
$4.1K - $5.84K
136 $5.36K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
113
+ 11.1%
$3.41K - $4.85K
1.13K $44.6K
Nov 15, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
112
+ 0.58%
$3.38K - $4.81K
19.5K $769K
Dec 19, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
112
+ 0.58%
$3.38K - $4.81K
19.5K $769K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
109
+ 1.01%
$3.29K - $4.68K
10.9K $430K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
98
New
$2.96K - $4.21K
98 $3.86K
Nov 07, 2023 Q3 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
98
New
$2.96K - $4.21K
98 $3.86K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
69
+ 24.21%
$2.08K - $2.96K
354 $14K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
67
+ 2.86%
$2.02K - $2.88K
2.41K $95K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
63
+ 64.29%
$1.9K - $2.7K
161 $6.35K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
63
+ 0.89%
$1.9K - $2.7K
7.15K $282K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
44
+ 107.32%
$1.33K - $1.89K
85 $3.35K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
43
+ 49.43%
$1.3K - $1.85K
130 $5.12K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
36
New
$1.09K - $1.55K
36 $1.42K
Oct 24, 2023 Q3 2023
Sippican Capital Advisors

BUY
 -
30
+ 0.17%
$905 - $1.29K
17.7K $698K
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
25
New
$755 - $1.07K
25 $985
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
23
+ 0.97%
$694 - $987
2.4K $94.4K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
22
+ 0.03%
$664 - $944
73.3K $2.89M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
17
+ 106.25%
$513 - $730
33 $1.3K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
14
+ 18.67%
$423 - $601
89 $3.51K
Nov 08, 2023 Q3 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
14
+ 17.28%
$423 - $601
95 $3.74K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
10
+ 1.19%
$302 - $429
850 $33.5K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
8
+ 22.22%
$241 - $343
44 $1.73K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
8
+ 10.13%
$241 - $343
87 $3.43K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
7
+ 2.49%
$211 - $301
288 $11.4K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
6
New
$181 - $258
6 $236
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
6
+ 30.0%
$181 - $258
26 $1.02K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
5
+ 18.52%
$151 - $215
32 $1.26K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
5
+ 1.72%
$151 - $215
295 $11.6K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4
+ 0.26%
$121 - $172
1.54K $60.7K
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
3
+ 0.4%
$90.5 - $129
752 $29.6K
Nov 14, 2023 Q3 2023
First National Bank Of Omaha

Omaha, NE
BUY
 -
3
+ 0.0%
$90.5 - $129
62.4K $2.46M
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
3
+ 3.41%
$90.5 - $129
91 $3.59K
Nov 14, 2023 Q3 2023
Bollard Group LLC

Boston, MA
BUY
 -
1
+ 0.33%
$30.2 - $42.9
303 $11.9K

Track Institutional and Insider Activities on SM

Follow SM Energy Co and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SM shares.

Notify only if

Insider Trading

Get notified when an Sm Energy CO insider buys or sells SM shares.

Notify only if

News

Receive news related to SM Energy Co

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SM