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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-340K- 58.38% |
$6.07M - $8.79M
|
243K
$4.58M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.57% |
$5.36K - $7.76K
|
52.5K
$991K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
17New |
$303 - $439
|
17
$321
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.53K- 8.36% |
$134K - $195K
|
82.6K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
87.8K+ 16.57% |
$1.57M - $2.27M
|
618K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.4K+ 36.13% |
$275K - $399K
|
58.1K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
42New |
$750 - $1.09K
|
42
$793
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 1400.0% |
$500 - $724
|
30
$566
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
269+ 0.58% |
$4.8K - $6.95K
|
46.3K
$873K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-46- 0.31% |
$821 - $1.19K
|
15K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.63K+ 210.49% |
$64.8K - $93.9K
|
5.36K
$101K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 3.88% |
$71.4 - $103
|
99
$1.87K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
111K+ 279.68% |
$1.98M - $2.86M
|
150K
$2.84M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
247+ 0.75% |
$4.41K - $6.38K
|
33.3K
$629K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.11M- 91.84% |
$19.9M - $28.8M
|
98.9K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
275+ 15.48% |
$4.91K - $7.11K
|
2.05K
$38.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-47- 58.75% |
$839 - $1.21K
|
33
$623
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.39K- 72.0% |
$24.9K - $36K
|
542
$10.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
31.3KNew |
$558K - $808K
|
31.3K
$590K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 1.02% |
$143 - $207
|
795
$15K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.6K- 67.05% |
$82.2K - $119K
|
2.26K
$42.7K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.46K- 47.63% |
$236K - $274K
|
10.4K
$196K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 6.2% |
$28.2K - $32.7K
|
17.1K
$322K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 27.2% |
$1.7K - $1.97K
|
318
$6K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
211New |
$5.27K - $6.11K
|
211
$3.98K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.61K- 2.89% |
$40.1K - $46.6K
|
54K
$1.02M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-267- 59.6% |
$6.67K - $7.74K
|
181
$3.42K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-5.81K- 32.3% |
$145K - $168K
|
12.2K
$230K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.36K- 26.12% |
$33.9K - $39.3K
|
3.84K
$72.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-2.21K- 77.12% |
$55.3K - $64.2K
|
657
$12.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.21KNew |
$80.1K - $93K
|
3.21K
$60.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
880+ 0.87% |
$22K - $25.5K
|
102K
$1.92M
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-83.4K- 37.91% |
$2.08M - $2.42M
|
137K
$2.58M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
64.1K+ 108.0% |
$1.6M - $1.86M
|
123K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
73.2KNew |
$1.83M - $2.12M
|
73.2K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-14.6K- 57.22% |
$365K - $423K
|
10.9K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
5.46K+ 40.15% |
$136K - $158K
|
19K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70+ 11.09% |
$1.75K - $2.03K
|
701
$13.2K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
414K+ 7.21% |
$10.3M - $12M
|
6.15M
$116M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-209K- 84.65% |
$5.22M - $6.05M
|
37.9K
$715K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-600- 4.88% |
$15K - $17.4K
|
11.7K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
31.1K+ 4.06% |
$777K - $902K
|
797K
$15M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-22.9K- 14.66% |
$572K - $664K
|
133K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-22K- 1.87% |
$551K - $639K
|
1.16M
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
42.2K+ 25.26% |
$1.05M - $1.22M
|
209K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125K+ 6613.64% |
$3.11M - $3.61M
|
126K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-376- 0.18% |
$9.39K - $10.9K
|
205K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-137K- 48.07% |
$3.41M - $3.96M
|
148K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
982+ 8.16% |
$24.5K - $28.5K
|
13K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.43KNew |
$35.7K - $41.4K
|
1.43K
$27K
|
|