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 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.36K+ 2.18% |
$89.8K - $112K
|
111K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.35K+ 43.45% |
$89.4K - $111K
|
7.75K
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.28K+ 25.07% |
$86.7K - $108K
|
11.4K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.11K+ 2.4% |
$80.2K - $99.5K
|
89.8K
$4.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
2.1K+ 9.73% |
$80.1K - $99.4K
|
23.7K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 25.84% |
$79.5K - $98.6K
|
10.2K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.94K+ 10.12% |
$74K - $91.8K
|
21.1K
$973K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.91K+ 19.68% |
$72.7K - $90.2K
|
11.6K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.91KNew |
$72.6K - $90.1K
|
1.91K
$87.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.91KNew |
$72.6K - $90.1K
|
1.91K
$87.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.78K+ 3.84% |
$67.9K - $84.3K
|
48.3K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.56K+ 10.61% |
$59.5K - $73.9K
|
16.3K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.55K+ 9.43% |
$59.1K - $73.3K
|
18K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.5KNew |
$57.1K - $70.9K
|
1.5K
$69K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$57.1K - $70.9K
|
1.5K
$69K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.45K+ 2.78% |
$55.4K - $68.7K
|
53.7K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 3897.22% |
$53.4K - $66.3K
|
1.44K
$66.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.38KNew |
$52.6K - $65.3K
|
1.38K
$63.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.37K+ 7.53% |
$52K - $64.6K
|
19.5K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 17.88% |
$51.9K - $64.4K
|
8.98K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33K+ 0.68% |
$50.7K - $62.9K
|
196K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.23KNew |
$47K - $58.3K
|
1.23K
$56.8K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 11.11% |
$45.2K - $56.1K
|
11.9K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.04K+ 13.56% |
$39.4K - $48.9K
|
8.67K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
996+ 3434.48% |
$37.9K - $47.1K
|
1.03K
$47.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
965+ 9.2% |
$36.7K - $45.6K
|
11.5K
$527K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
961+ 4.38% |
$36.6K - $45.4K
|
22.9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800+ 0.83% |
$30.5K - $37.8K
|
97.4K
$4.48M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
752+ 1.81% |
$28.6K - $35.5K
|
42.2K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
745+ 32.46% |
$28.4K - $35.2K
|
3.04K
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
740New |
$28.2K - $35K
|
740
$34.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
721+ 2.23% |
$27.4K - $34.1K
|
33.1K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
699+ 1.22% |
$26.6K - $33K
|
58K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
675+ 11.95% |
$25.7K - $31.9K
|
6.32K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
664+ 7.09% |
$25.3K - $31.4K
|
10K
$462K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
593+ 3.28% |
$22.6K - $28K
|
18.7K
$860K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
590+ 9.58% |
$22.5K - $27.9K
|
6.75K
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
505+ 7.7% |
$19.2K - $23.9K
|
7.06K
$325K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
492+ 4.45% |
$18.7K - $23.3K
|
11.5K
$531K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
476+ 16.73% |
$18.1K - $22.5K
|
3.32K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
417New |
$15.9K - $19.7K
|
417
$19.2K
|
|
|
Nov 13, 2024
Q3 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
405+ 0.63% |
$15.4K - $19.1K
|
64.3K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
381+ 3.4% |
$14.5K - $18K
|
11.6K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
380+ 6.96% |
$14.5K - $18K
|
5.84K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
317+ 293.52% |
$12.1K - $15K
|
425
$19.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
310+ 27.36% |
$11.8K - $14.7K
|
1.44K
$66.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
293+ 11.45% |
$11.2K - $13.8K
|
2.85K
$131K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
261New |
$9.94K - $12.3K
|
261
$12K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
258+ 13.08% |
$9.82K - $12.2K
|
2.23K
$103K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254+ 79.13% |
$9.67K - $12K
|
575
$26.5K
|