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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.67K- 7.62% |
$134K - $169K
|
44.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.91K- 4.99% |
$143K - $180K
|
74.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.46K- 3.19% |
$163K - $205K
|
135K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-4.46K- 3.48% |
$163K - $205K
|
124K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.53K- 40.74% |
$166K - $209K
|
6.59K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.6K- 4.06% |
$168K - $212K
|
109K
$3M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.84K- 14.06% |
$177K - $223K
|
29.6K
$816K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.94K- 45.62% |
$181K - $227K
|
5.89K
$162K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.03K- 3.56% |
$184K - $231K
|
136K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.03K- 3.19% |
$184K - $232K
|
153K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.57K- 37.5% |
$204K - $256K
|
9.28K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.83K- 42.25% |
$213K - $268K
|
7.97K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-6.2K- 74.16% |
$227K - $285K
|
2.16K
$59.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.22K- 24.08% |
$228K - $286K
|
19.6K
$541K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.23K- 3.48% |
$228K - $287K
|
173K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.23K- 39.83% |
$228K - $287K
|
9.41K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-6.97K- 0.82% |
$255K - $321K
|
843K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-7.83K- 0.64% |
$286K - $360K
|
1.22M
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.21K- 13.77% |
$301K - $378K
|
51.4K
$1.42M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-9K- 2.23% |
$329K - $414K
|
394K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.35K- 40.79% |
$342K - $430K
|
13.6K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10.9K- 48.12% |
$397K - $499K
|
11.7K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-11.4K- 46.82% |
$418K - $525K
|
13K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-12.7K- 27.33% |
$463K - $583K
|
33.7K
$928K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.9K- 62.58% |
$509K - $640K
|
8.32K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-14.1K- 38.07% |
$516K - $649K
|
22.9K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-14.2K- 0.53% |
$521K - $656K
|
2.68M
$73.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-18.2K- 12.35% |
$666K - $838K
|
129K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-18.6K- 15.07% |
$681K - $856K
|
105K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-19.6K- 31.6% |
$717K - $902K
|
42.4K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-19.8K- 2.68% |
$724K - $911K
|
719K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.5K- 32.2% |
$749K - $942K
|
43.1K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-24.2K- 1.35% |
$884K - $1.11M
|
1.77M
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-24.2K- 5.47% |
$885K - $1.11M
|
418K
$11.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-26K- 82.13% |
$950K - $1.19M
|
5.65K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-30.1K- 49.86% |
$1.1M - $1.38M
|
30.2K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-30.4K- 23.05% |
$1.11M - $1.4M
|
101K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.7K- 32.53% |
$1.27M - $1.6M
|
72K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-38.2K- 29.83% |
$1.4M - $1.76M
|
89.9K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-39.5K- 60.4% |
$1.45M - $1.82M
|
25.9K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-40.7K- 37.17% |
$1.49M - $1.87M
|
68.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-40.8K- 44.09% |
$1.49M - $1.88M
|
51.8K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-46.9K- 54.55% |
$1.72M - $2.16M
|
39.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-47.2K- 99.98% |
$1.73M - $2.17M
|
10
$276
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-50K- 11.86% |
$1.83M - $2.3M
|
372K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.6K- 6.21% |
$2.47M - $3.11M
|
1.02M
$28.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-84.4K- 18.1% |
$3.09M - $3.89M
|
382K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85.2K- 37.54% |
$3.12M - $3.92M
|
142K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-85.8K- 60.67% |
$3.14M - $3.95M
|
55.6K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-86.7K- 6.03% |
$3.17M - $3.99M
|
1.35M
$37.2M
|