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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.62K- 7.23% |
$59.2K - $74.4K
|
20.7K
$817K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 23.17% |
$59.9K - $75.3K
|
5.43K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.76K- 16.13% |
$64.4K - $81K
|
9.15K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.4K- 31.15% |
$87.8K - $110K
|
5.3K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.84K- 2.63% |
$104K - $131K
|
105K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.06K- 11.82% |
$112K - $141K
|
22.8K
$899K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-3.07K- 12.96% |
$112K - $141K
|
20.6K
$814K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.17K- 0.29% |
$116K - $146K
|
1.09M
$42.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.27K- 9.59% |
$120K - $151K
|
30.8K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.4K- 13.34% |
$125K - $157K
|
22.1K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 6.83% |
$134K - $169K
|
50K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-4.46K- 3.48% |
$163K - $205K
|
124K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.84K- 14.06% |
$177K - $223K
|
29.6K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.03K- 3.19% |
$184K - $232K
|
153K
$6.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.83K- 42.25% |
$213K - $268K
|
7.97K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 24.08% |
$228K - $286K
|
19.6K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.23K- 3.48% |
$228K - $287K
|
173K
$6.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.23K- 39.83% |
$228K - $287K
|
9.41K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.35K- 40.79% |
$342K - $430K
|
13.6K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-11.4K- 46.82% |
$418K - $525K
|
13K
$511K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 62.58% |
$509K - $640K
|
8.32K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-24.2K- 1.35% |
$884K - $1.11M
|
1.77M
$69.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26K- 82.13% |
$950K - $1.19M
|
5.65K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-39.5K- 60.4% |
$1.45M - $1.82M
|
25.9K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-84.4K- 18.1% |
$3.09M - $3.89M
|
382K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85.2K- 37.54% |
$3.12M - $3.92M
|
142K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.7K- 6.03% |
$3.17M - $3.99M
|
1.35M
$53.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-87.8K- 44.06% |
$3.21M - $4.04M
|
111K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Jupiter Asset Management LTD
|
SELL
|
- |
-105K- 25.2% |
$3.83M - $4.82M
|
311K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-244K- 24.94% |
$8.92M - $11.2M
|
734K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-249K- 97.42% |
$9.13M - $11.5M
|
6.61K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-264K- 67.92% |
$9.65M - $12.1M
|
125K
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-273K- 58.91% |
$9.98M - $12.6M
|
190K
$7.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-326K- 7.3% |
$11.9M - $15M
|
4.14M
$163M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-622K- 75.99% |
$22.7M - $28.6M
|
196K
$7.74M
|