Purchases and Sales Made in Q3 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q3 2024. 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, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
9.39KNew |
$357K - $444K
|
9.39K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.79KNew |
$335K - $416K
|
8.79K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
8.78KNew |
$334K - $415K
|
8.78K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
8.64K+ 37.61% |
$329K - $408K
|
31.6K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
8.4K+ 1.83% |
$320K - $397K
|
466K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8KNew |
$305K - $378K
|
8K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
7.98K+ 13.1% |
$304K - $377K
|
68.9K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.86KNew |
$299K - $371K
|
7.86K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.77KNew |
$296K - $367K
|
7.77K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.66K+ 42.47% |
$292K - $362K
|
25.7K
$1.18M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
7.21KNew |
$274K - $341K
|
7.21K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
7.2K+ 11.3% |
$274K - $340K
|
70.9K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.04KNew |
$268K - $333K
|
7.04K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$264K - $328K
|
6.94K
$319K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.67K+ 24.3% |
$254K - $315K
|
34.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.63K+ 19.18% |
$252K - $313K
|
41.2K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.62KNew |
$252K - $313K
|
6.62K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6.48KNew |
$247K - $306K
|
6.48K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.32KNew |
$240K - $298K
|
6.32K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.04K+ 33.9% |
$230K - $286K
|
23.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
6.04K+ 122.58% |
$230K - $285K
|
11K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.99K+ 11.17% |
$228K - $283K
|
59.6K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.96K+ 28.66% |
$227K - $282K
|
26.8K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.78KNew |
$220K - $273K
|
5.78K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
5.58K+ 105.06% |
$213K - $264K
|
10.9K
$501K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.54KNew |
$211K - $262K
|
5.54K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.5K+ 161.76% |
$209K - $260K
|
8.9K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$202K - $251K
|
5.31K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.19KNew |
$197K - $245K
|
5.19K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.16KNew |
$196K - $244K
|
5.16K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5KNew |
$191K - $236K
|
5K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
5K+ 17.13% |
$190K - $236K
|
34.2K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.73K+ 29.02% |
$180K - $224K
|
21K
$969K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.53K+ 7.4% |
$173K - $214K
|
65.8K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.47K+ 10.24% |
$170K - $211K
|
48.1K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 3.44% |
$156K - $194K
|
124K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.07K+ 6.95% |
$155K - $192K
|
62.6K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.97K+ 6.32% |
$151K - $188K
|
66.8K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.8K+ 17.43% |
$145K - $180K
|
25.6K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.73K+ 14.13% |
$142K - $176K
|
30.2K
$1.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.51K+ 17.56% |
$134K - $166K
|
23.5K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3.4K+ 5.46% |
$129K - $161K
|
65.7K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.4K+ 8.83% |
$129K - $160K
|
41.8K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.39K+ 68.36% |
$129K - $160K
|
8.35K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.39K+ 14.1% |
$129K - $160K
|
27.4K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.27K+ 554.75% |
$125K - $155K
|
3.86K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 10.78% |
$107K - $132K
|
28.8K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.4K+ 45.25% |
$91.4K - $113K
|
7.7K
$355K
|