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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 2.68% |
$952 - $1.18K
|
909
$41.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 1.8% |
$1.07K - $1.32K
|
1.53K
$70.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-36- 43.37% |
$1.37K - $1.7K
|
47
$2.16K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-46- 0.65% |
$1.75K - $2.17K
|
7.04K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-49- 0.66% |
$1.87K - $2.32K
|
7.42K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50- 0.16% |
$1.9K - $2.36K
|
30.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-55- 20.37% |
$2.09K - $2.6K
|
215
$9.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-73- 73.74% |
$2.78K - $3.45K
|
26
$1.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 23.88% |
$4.07K - $5.06K
|
341
$15.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-110- 85.27% |
$4.19K - $5.2K
|
19
$875
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-121- 15.3% |
$4.61K - $5.72K
|
670
$30.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-176- 11.02% |
$6.7K - $8.32K
|
1.42K
$65.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-204- 60.71% |
$7.77K - $9.64K
|
132
$6.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-244- 2.98% |
$9.29K - $11.5K
|
7.95K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-253- 0.42% |
$9.63K - $12K
|
59.6K
$2.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-255- 1.33% |
$9.71K - $12.1K
|
18.9K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-258- 1.13% |
$9.82K - $12.2K
|
22.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-269- 8.66% |
$10.2K - $12.7K
|
2.84K
$131K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-331- 1.34% |
$12.6K - $15.6K
|
24.5K
$1.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-344- 39.45% |
$13.1K - $16.3K
|
528
$24.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-353- 4.43% |
$13.4K - $16.7K
|
7.61K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-365- 6.21% |
$13.9K - $17.2K
|
5.51K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-387- 5.05% |
$14.7K - $18.3K
|
7.28K
$335K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-487- 5.73% |
$18.5K - $23K
|
8.01K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-519- 1.94% |
$19.8K - $24.5K
|
26.2K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-532- 7.92% |
$20.3K - $25.1K
|
6.18K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-610- 0.05% |
$23.2K - $28.8K
|
1.31M
$60.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-768- 2.18% |
$29.2K - $36.3K
|
34.5K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-814- 3.47% |
$31K - $38.5K
|
22.6K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-954- 3.42% |
$36.3K - $45.1K
|
27K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-983- 3.66% |
$37.4K - $46.5K
|
25.9K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.03K- 1.53% |
$39K - $48.4K
|
65.8K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 67.01% |
$40K - $49.6K
|
517
$23.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.15K- 8.19% |
$43.7K - $54.3K
|
12.9K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.17K- 1.47% |
$44.5K - $55.2K
|
78.4K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.3K- 9.25% |
$49.5K - $61.4K
|
12.8K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.47K- 3.67% |
$56K - $69.5K
|
38.6K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.54K- 4.39% |
$58.8K - $73K
|
33.6K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 1.95% |
$63.3K - $78.6K
|
83.5K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.68K- 0.27% |
$63.9K - $79.3K
|
611K
$28.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.7K- 8.99% |
$64.7K - $80.3K
|
17.2K
$792K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.72K- 3.63% |
$65.4K - $81.2K
|
45.6K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.93K- 23.54% |
$73.6K - $91.3K
|
6.28K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.97K- 3.31% |
$74.8K - $92.9K
|
57.4K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.11K- 6.71% |
$80.3K - $99.7K
|
29.3K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.2K- 54.79% |
$83.6K - $104K
|
1.81K
$83.4K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.25K- 3.33% |
$85.5K - $106K
|
65.3K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-2.5K- 17.36% |
$95.2K - $118K
|
11.9K
$548K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 4.49% |
$99K - $123K
|
55.3K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.09K- 23.69% |
$118K - $146K
|
9.96K
$459K
|