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
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.54KNew |
$276K - $347K
|
7.54K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.3K+ 4.88% |
$267K - $336K
|
157K
$4.32M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.24KNew |
$265K - $333K
|
7.24K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.5KNew |
$238K - $299K
|
6.5K
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.41KNew |
$234K - $295K
|
6.41K
$177K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
6.1K+ 33.89% |
$223K - $281K
|
24.1K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.82K+ 5.25% |
$213K - $268K
|
117K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
5.78K+ 7.76% |
$212K - $266K
|
80.3K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.73KNew |
$210K - $264K
|
5.73K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
5.66K+ 1.93% |
$207K - $260K
|
299K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.58K+ 13.21% |
$204K - $257K
|
47.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.49KNew |
$201K - $253K
|
5.49K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.4KNew |
$197K - $248K
|
5.4K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$196K - $247K
|
5.36K
$148K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.35K+ 0.99% |
$196K - $246K
|
545K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.32K+ 12.71% |
$195K - $245K
|
47.1K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.7K+ 1.88% |
$172K - $216K
|
255K
$7.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88K+ 44.8% |
$142K - $179K
|
12.5K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.57K+ 0.82% |
$130K - $164K
|
436K
$12M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 517.91% |
$127K - $160K
|
4.14K
$114K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 16.53% |
$113K - $142K
|
21.8K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.07K+ 4.65% |
$112K - $141K
|
69.1K
$1.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.8K+ 5.8% |
$102K - $129K
|
51.1K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.71K+ 16.65% |
$99.2K - $125K
|
19K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
2.5K+ 3.99% |
$91.5K - $115K
|
65.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.48K+ 30.92% |
$90.6K - $114K
|
10.5K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.39K+ 8.73% |
$87.6K - $110K
|
29.8K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.39KNew |
$87.4K - $110K
|
2.39K
$65.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.34K+ 0.53% |
$85.5K - $108K
|
442K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.98K+ 4.83% |
$72.4K - $91K
|
42.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.85K+ 64.46% |
$67.8K - $85.3K
|
4.73K
$130K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$43.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.53K+ 46.16% |
$56.1K - $70.6K
|
4.85K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 18.63% |
$54.1K - $68K
|
9.41K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.42K+ 12.42% |
$52.1K - $65.5K
|
12.9K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.37K+ 0.25% |
$50.1K - $63.1K
|
547K
$15.1M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.36K+ 1.23% |
$49.8K - $62.6K
|
112K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.3K+ 5.54% |
$47.7K - $60K
|
24.8K
$684K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.24K+ 5.49% |
$45.3K - $57K
|
23.8K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.11K+ 3.63% |
$40.7K - $51.2K
|
31.8K
$876K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$40.1K - $50.5K
|
1.1K
$30.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$39.4K - $49.5K
|
84.5K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
916+ 3.56% |
$33.5K - $42.2K
|
26.6K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
825+ 11.72% |
$30.2K - $38K
|
7.86K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
736+ 51.0% |
$26.9K - $33.9K
|
2.18K
$60.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
726+ 13.17% |
$26.6K - $33.4K
|
6.24K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
677+ 5.87% |
$24.8K - $31.2K
|
12.2K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
605+ 2.51% |
$22.1K - $27.8K
|
24.7K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
592+ 2.15% |
$21.7K - $27.2K
|
28.1K
$774K
|