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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.13% |
$366 - $460
|
7.78K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.45% |
$366 - $460
|
2.24K
$61.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$220
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$293 - $368
|
8
$220
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$256 - $322
|
7
$193
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$256 - $322
|
7
$193
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.13% |
$220 - $276
|
4.59K
$127K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5New |
$183 - $230
|
5
$138
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.52% |
$146 - $184
|
769
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 11.76% |
$146 - $184
|
38
$1.05K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$73.2 - $92.1
|
2
$55.1
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.42% |
$73.2 - $92.1
|
476
$13.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 200.0% |
$73.2 - $92.1
|
3
$82.7
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$73.2 - $92.1
|
360
$9.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$36.6 - $46
|
1
$27.6
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$36.6 - $46
|
1.53K
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.22% |
$73.2 - $92.1
|
162
$4.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.01% |
$183 - $230
|
35.5K
$979K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 15.25% |
$329 - $414
|
50
$1.38K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-10- 0.13% |
$366 - $460
|
7.41K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 22.92% |
$402 - $506
|
37
$1.02K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-17- 0.22% |
$622 - $783
|
7.59K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-20- 9.3% |
$732 - $921
|
195
$5.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 30.12% |
$915 - $1.15K
|
58
$1.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-31- 0.13% |
$1.13K - $1.43K
|
24.4K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 7.77% |
$1.5K - $1.89K
|
487
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-42- 0.29% |
$1.54K - $1.93K
|
14.2K
$392K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 13.12% |
$1.65K - $2.07K
|
298
$8.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 1.68% |
$1.76K - $2.21K
|
2.81K
$77.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-50- 0.22% |
$1.83K - $2.3K
|
22.6K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-70- 63.64% |
$2.56K - $3.22K
|
40
$1.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-82- 29.39% |
$3K - $3.77K
|
197
$5.43K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 94.25% |
$3K - $3.77K
|
5
$138
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-84- 11.17% |
$3.07K - $3.87K
|
668
$18.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-86- 1.22% |
$3.15K - $3.96K
|
6.95K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 10.29% |
$3.15K - $3.96K
|
750
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-88- 1.52% |
$3.22K - $4.05K
|
5.69K
$157K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100- 1.28% |
$3.66K - $4.6K
|
7.68K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-103- 0.31% |
$3.77K - $4.74K
|
33.5K
$924K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-114- 1.3% |
$4.17K - $5.25K
|
8.68K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-121- 1.65% |
$4.43K - $5.57K
|
7.23K
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-137- 0.02% |
$5.01K - $6.31K
|
560K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-147- 2.38% |
$5.38K - $6.77K
|
6.04K
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 87.36% |
$5.56K - $7K
|
22
$606
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164- 21.47% |
$6K - $7.55K
|
600
$16.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-173- 9.07% |
$6.33K - $7.96K
|
1.73K
$47.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-173- 9.07% |
$6.33K - $7.96K
|
1.73K
$47.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-182- 44.39% |
$6.66K - $8.38K
|
228
$6.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-205- 1.46% |
$7.5K - $9.44K
|
13.8K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-214- 1.92% |
$7.83K - $9.85K
|
10.9K
$302K
|