Purchases and Sales Made in Q4 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-49- 0.08% |
$1.69K - $2.13K
|
59.2K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-73- 0.12% |
$2.51K - $3.18K
|
61.2K
$2.74M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-78- 87.64% |
$2.69K - $3.39K
|
11
$492
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-91- 0.14% |
$3.13K - $3.96K
|
62.8K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 12.5% |
$3.44K - $4.35K
|
700
$31.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.56% |
$3.44K - $4.35K
|
17.6K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-105- 0.18% |
$3.62K - $4.57K
|
58.1K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-114- 1.15% |
$3.93K - $4.96K
|
9.77K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-146- 0.89% |
$5.03K - $6.35K
|
16.3K
$728K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-156- 58.65% |
$5.37K - $6.79K
|
110
$4.92K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-159- 46.63% |
$5.48K - $6.92K
|
182
$8.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-173- 0.19% |
$5.96K - $7.53K
|
90.2K
$4.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-186- 66.67% |
$6.41K - $8.09K
|
93
$4.16K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-211- 6.08% |
$7.27K - $9.18K
|
3.26K
$146K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-265- 3.75% |
$9.13K - $11.5K
|
6.8K
$304K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-267- 90.51% |
$9.2K - $11.6K
|
28
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-318- 4.53% |
$11K - $13.8K
|
6.71K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-378- 6.05% |
$13K - $16.4K
|
5.87K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-379- 6.54% |
$13.1K - $16.5K
|
5.42K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-440- 2.12% |
$15.2K - $19.1K
|
20.4K
$911K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-464- 6.82% |
$16K - $20.2K
|
6.34K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-491- 5.86% |
$16.9K - $21.4K
|
7.89K
$353K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-500- 8.71% |
$17.2K - $21.8K
|
5.24K
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-521- 4.33% |
$17.9K - $22.7K
|
11.5K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-625- 7.37% |
$21.5K - $27.2K
|
7.86K
$352K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-634- 56.06% |
$21.8K - $27.6K
|
497
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-654- 61.47% |
$22.5K - $28.5K
|
410
$18.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-779- 10.48% |
$26.8K - $33.9K
|
6.66K
$298K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-840- 8.94% |
$28.9K - $36.5K
|
8.56K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 9.52% |
$34.4K - $43.5K
|
9.5K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.14K- 3.33% |
$39.3K - $49.7K
|
33.2K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.17K- 0.92% |
$40.4K - $51K
|
126K
$5.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.25K- 3.53% |
$42.9K - $54.2K
|
34K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.44K- 3.28% |
$49.4K - $62.4K
|
42.3K
$1.89M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.48K- 12.81% |
$50.8K - $64.2K
|
10K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.57K- 2.39% |
$54.2K - $68.4K
|
64.3K
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.66K- 20.48% |
$57.1K - $72.1K
|
6.44K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-1.72K- 1.24% |
$59.4K - $75K
|
137K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.74K- 1.14% |
$60K - $75.8K
|
151K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.75K- 2.77% |
$60.1K - $76K
|
61.4K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.76K- 2.78% |
$60.7K - $76.7K
|
61.7K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.83K- 98.92% |
$63K - $79.6K
|
20
$895
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.05K- 6.27% |
$70.5K - $89.1K
|
30.6K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.07K- 20.07% |
$71.2K - $89.9K
|
8.23K
$369K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.13K- 34.44% |
$73.3K - $92.5K
|
4.05K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 3.64% |
$75.8K - $95.7K
|
58.2K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.3K- 2.64% |
$79.2K - $100K
|
84.7K
$3.79M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.4K- 3.25% |
$82.7K - $104K
|
71.6K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.5K- 7.31% |
$86.1K - $109K
|
31.7K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.66K- 23.26% |
$91.5K - $116K
|
8.77K
$392K
|