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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-232- 16.33% |
$8.49K - $10.7K
|
1.19K
$32.8K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-232- 0.36% |
$8.49K - $10.7K
|
65.1K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-234- 55.06% |
$8.56K - $10.8K
|
191
$5.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-240- 30.77% |
$8.78K - $11K
|
540
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-283- 0.73% |
$10.4K - $13K
|
38.4K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-309- 0.17% |
$11.3K - $14.2K
|
187K
$5.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-328- 2.79% |
$12K - $15.1K
|
11.4K
$315K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-355- 19.6% |
$13K - $16.3K
|
1.46K
$40.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-368- 6.06% |
$13.5K - $16.9K
|
5.7K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-392- 23.82% |
$14.3K - $18K
|
1.25K
$34.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-439- 15.47% |
$16.1K - $20.2K
|
2.4K
$66.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-470- 1.03% |
$17.2K - $21.6K
|
45.2K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-535- 0.81% |
$19.6K - $24.6K
|
65.3K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-575- 3.4% |
$21K - $26.5K
|
16.3K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-592- 0.17% |
$21.7K - $27.2K
|
340K
$9.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-600- 19.74% |
$22K - $27.6K
|
2.44K
$67.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-682- 9.46% |
$25K - $31.4K
|
6.53K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-813- 9.71% |
$29.7K - $37.4K
|
7.56K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-855- 0.6% |
$31.3K - $39.4K
|
143K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-891- 4.56% |
$32.6K - $41K
|
18.6K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.02K- 81.37% |
$37.4K - $47K
|
234
$6.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.11K- 16.5% |
$40.7K - $51.2K
|
5.63K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.13K- 93.37% |
$41.2K - $51.8K
|
80
$2.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.22K- 4.06% |
$44.7K - $56.3K
|
28.9K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.27K- 2.2% |
$46.3K - $58.3K
|
56.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.31K- 1.99% |
$47.9K - $60.3K
|
64.5K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 6.26% |
$48.4K - $60.9K
|
19.8K
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-1.34K- 5.27% |
$48.9K - $61.5K
|
24K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.51K- 8.38% |
$55.3K - $69.5K
|
16.5K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.62K- 7.23% |
$59.2K - $74.4K
|
20.7K
$572K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.64K- 23.17% |
$59.9K - $75.3K
|
5.43K
$150K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.76K- 16.13% |
$64.4K - $81K
|
9.15K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.89K- 24.33% |
$69K - $86.8K
|
5.87K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.99K- 3.44% |
$73K - $91.8K
|
56K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 7.22% |
$76.1K - $95.7K
|
26.7K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.19K- 7.47% |
$80.2K - $101K
|
27.1K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.4K- 31.15% |
$87.8K - $110K
|
5.3K
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.61K- 1.24% |
$95.5K - $120K
|
208K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.69K- 2.45% |
$98.2K - $124K
|
107K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.71K- 3.82% |
$99.2K - $125K
|
68.2K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.84K- 2.63% |
$104K - $131K
|
105K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.06K- 11.82% |
$112K - $141K
|
22.8K
$629K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-3.07K- 12.96% |
$112K - $141K
|
20.6K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.09K- 28.21% |
$113K - $142K
|
7.87K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.1K- 2.56% |
$113K - $143K
|
118K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.14K- 13.45% |
$115K - $145K
|
20.2K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-3.17K- 0.29% |
$116K - $146K
|
1.09M
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.27K- 9.59% |
$120K - $151K
|
30.8K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.4K- 13.34% |
$125K - $157K
|
22.1K
$609K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 6.83% |
$134K - $169K
|
50K
$1.38M
|