Purchases and Sales Made in Q4 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
636KNew |
$23.3M - $29.3M
|
636K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
569KNew |
$20.8M - $26.2M
|
569K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
354K+ 214.72% |
$13M - $16.3M
|
519K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
256KNew |
$9.37M - $11.8M
|
256K
$9.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
113KNew |
$4.12M - $5.18M
|
113K
$4.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.9K+ 105.19% |
$1.28M - $1.61M
|
68.1K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
32.8K+ 2.68% |
$1.2M - $1.51M
|
1.26M
$47.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
31.6K+ 31.37% |
$1.16M - $1.45M
|
132K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
30.3K+ 84.93% |
$1.11M - $1.4M
|
66.1K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
30.3K+ 277.78% |
$1.11M - $1.39M
|
41.2K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
27.1KNew |
$993K - $1.25M
|
27.1K
$1.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21.5KNew |
$787K - $989K
|
21.5K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$768K - $967K
|
21K
$795K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.1K+ 13.77% |
$516K - $649K
|
116K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2K+ 3.31% |
$409K - $515K
|
349K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.83KNew |
$323K - $407K
|
8.83K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.89K+ 2.04% |
$289K - $363K
|
394K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.54KNew |
$276K - $347K
|
7.54K
$285K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.41KNew |
$234K - $295K
|
6.41K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.58K+ 13.21% |
$204K - $257K
|
47.8K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 517.91% |
$127K - $160K
|
4.14K
$157K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 16.53% |
$113K - $142K
|
21.8K
$824K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.8K+ 5.8% |
$102K - $129K
|
51.1K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$59.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.53K+ 46.16% |
$56.1K - $70.6K
|
4.85K
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.42K+ 12.42% |
$52.1K - $65.5K
|
12.9K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.37K+ 0.25% |
$50.1K - $63.1K
|
547K
$20.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.3K+ 5.54% |
$47.7K - $60K
|
24.8K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$39.4K - $49.5K
|
84.5K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
736+ 51.0% |
$26.9K - $33.9K
|
2.18K
$82.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
726+ 13.17% |
$26.6K - $33.4K
|
6.24K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
605+ 2.51% |
$22.1K - $27.8K
|
24.7K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
556+ 1.69% |
$20.3K - $25.6K
|
33.4K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
554+ 0.1% |
$20.3K - $25.5K
|
558K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
231+ 22.54% |
$8.45K - $10.6K
|
1.26K
$47.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139+ 92.67% |
$5.09K - $6.4K
|
289
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
123+ 0.71% |
$4.5K - $5.66K
|
17.3K
$656K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
101+ 13.65% |
$3.7K - $4.65K
|
841
$31.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101+ 38.7% |
$3.7K - $4.65K
|
362
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
95New |
$3.48K - $4.37K
|
95
$3.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 489.47% |
$3.4K - $4.28K
|
112
$4.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
93+ 0.82% |
$3.4K - $4.28K
|
11.5K
$433K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.25% |
$3.04K - $3.82K
|
33.2K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.84% |
$2.93K - $3.68K
|
9.6K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
73+ 155.32% |
$2.67K - $3.36K
|
120
$4.54K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$2.73K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 173.08% |
$1.65K - $2.07K
|
71
$2.69K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
38New |
$1.39K - $1.75K
|
38
$1.44K
|