Latest Institutional Transactions on Sm Energy CO (SM)
This table provides information on the latest institutional transactions involving Sm Energy CO (SM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 16.0% |
$3.26K - $5.36K
|
870
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
23New |
$624 - $1.03K
|
23
$505
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
22.1K+ 3.95% |
$601K - $989K
|
582K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.62K+ 16.86% |
$98.4K - $162K
|
25.1K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-621- 40.56% |
$16.9K - $27.8K
|
910
$20K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
325+ 13.32% |
$8.82K - $14.5K
|
2.77K
$60.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
679+ 80.74% |
$18.4K - $30.3K
|
1.52K
$33.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-465- 1.03% |
$12.6K - $20.8K
|
44.7K
$982K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.8K- 17.7% |
$130K - $215K
|
22.3K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
172K+ 15.83% |
$4.67M - $7.69M
|
1.26M
$27.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16New |
$434 - $715
|
16
$351
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-13.4K- 20.35% |
$365K - $601K
|
52.6K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.48KNew |
$149K - $245K
|
5.48K
$120K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$11.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 262.5% |
$2.85K - $4.69K
|
145
$3.18K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
9K+ 2.29% |
$244K - $402K
|
403K
$8.85M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$285
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
747+ 200.81% |
$20.3K - $33.4K
|
1.12K
$24.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
10.4K+ 90.47% |
$281K - $463K
|
21.8K
$479K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
135K+ 2488.2% |
$3.67M - $6.03M
|
140K
$3.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
534+ 3.56% |
$14.5K - $23.9K
|
15.5K
$341K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
31K+ 60.73% |
$842K - $1.39M
|
82.1K
$1.8M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.52% |
$109 - $179
|
773
$17K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.49K+ 22.79% |
$40.4K - $66.5K
|
8.02K
$176K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 10.47% |
$1.38K - $2.28K
|
436
$9.57K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$637
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.24KNew |
$265K - $333K
|
7.24K
$159K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-100- 1.28% |
$3.66K - $4.6K
|
7.68K
$169K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
185New |
$6.77K - $8.52K
|
185
$4.06K
|
|
|
Feb 27, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.24K+ 5.49% |
$45.3K - $57K
|
23.8K
$523K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
30New |
$1.1K - $1.38K
|
30
$659
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.9KNew |
$983K - $1.24M
|
26.9K
$590K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
25.5K+ 42.92% |
$933K - $1.17M
|
84.9K
$1.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9.08K+ 10.28% |
$332K - $418K
|
97.4K
$2.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
34.9KNew |
$1.28M - $1.61M
|
34.9K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-205- 1.46% |
$7.5K - $9.44K
|
13.8K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-765K- 75.37% |
$28M - $35.2M
|
250K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.31K- 1.99% |
$47.9K - $60.3K
|
64.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.57K+ 0.82% |
$130K - $164K
|
436K
$9.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-157K- 91.21% |
$5.74M - $7.22M
|
15.1K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.7K- 32.53% |
$1.27M - $1.6M
|
72K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-784K- 89.26% |
$28.7M - $36.1M
|
94.3K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-127K- 65.63% |
$4.64M - $5.83M
|
66.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.3KNew |
$304K - $382K
|
8.3K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.58KNew |
$350K - $441K
|
9.58K
$210K
|
|
|
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
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
188+ 0.46% |
$6.88K - $8.65K
|
41.4K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-40.8K- 44.09% |
$1.49M - $1.88M
|
51.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
42.3K+ 2.04% |
$1.55M - $1.95M
|
2.12M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
500+ 1.28% |
$18.3K - $23K
|
39.6K
$870K
|
|