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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-25.6K- 21.04% |
$1.11M - $1.35M
|
96K
$3.9M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
29New |
$1.25K - $1.53K
|
29
$1.18K
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.63KNew |
$200K - $244K
|
4.63K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.17K- 9.79% |
$50.4K - $61.6K
|
10.7K
$436K
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.6KNew |
$632K - $772K
|
14.6K
$594K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.83K+ 11.54% |
$295K - $360K
|
66K
$2.68M
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 3.85% |
$8.65K - $10.6K
|
4.99K
$203K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-290- 5.69% |
$12.5K - $15.3K
|
4.81K
$195K
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.84K+ 48.44% |
$425K - $519K
|
30.1K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-228K- 1.14% |
$9.85M - $12M
|
19.7M
$800M
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
203KNew |
$8.76M - $10.7M
|
203K
$8.23M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.7KNew |
$203K - $248K
|
4.7K
$191K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
525KNew |
$22.7M - $27.7M
|
525K
$21.3M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
44+ 628.57% |
$1.9K - $2.32K
|
51
$2.07K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
30.8K+ 522.47% |
$1.33M - $1.62M
|
36.7K
$1.49M
|
|
Aug 12, 2024
Q2 2024
|
Oslo Asset Management As
|
BUY
|
- |
290K+ 99937.24% |
$12.5M - $15.3M
|
290K
$11.8M
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
108KNew |
$4.65M - $5.67M
|
108K
$4.37M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.7KNew |
$1.11M - $1.36M
|
25.7K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$821 - $1K
|
19
$772
|
|
Aug 09, 2024
Q2 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
20K+ 100.0% |
$865K - $1.06M
|
40K
$1.62M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329New |
$14.2K - $17.4K
|
329
$13.4K
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-7.29K- 17.56% |
$315K - $385K
|
34.2K
$1.39M
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
26KNew |
$1.12M - $1.37M
|
26K
$1.06M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.88K+ 18.81% |
$81.4K - $99.4K
|
11.9K
$483K
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
8.3KNew |
$359K - $438K
|
8.3K
$337K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
21.7K+ 120816.67% |
$940K - $1.15M
|
21.8K
$884K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.12KNew |
$221K - $270K
|
5.12K
$208K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
21.5K+ 21.27% |
$931K - $1.14M
|
123K
$4.99M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$648 - $791
|
15
$609
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.3KNew |
$99.4K - $121K
|
2.3K
$93.4K
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-2.12K- 7.63% |
$91.5K - $112K
|
25.6K
$1.04M
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
700+ 2.54% |
$30.3K - $36.9K
|
28.2K
$1.15M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.93K+ 9650.0% |
$83.4K - $102K
|
1.95K
$79.2K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
370New |
$16K - $19.5K
|
370
$15K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-826- 12.32% |
$35.7K - $43.6K
|
5.88K
$239K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
21New |
$908 - $1.11K
|
21
$853
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
223+ 282.28% |
$9.64K - $11.8K
|
302
$12.3K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
61New |
$2.64K - $3.22K
|
61
$2.48K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.32KNew |
$230K - $281K
|
5.32K
$216K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.2K+ 259900.0% |
$225K - $274K
|
5.2K
$211K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
46New |
$1.99K - $2.43K
|
46
$1.87K
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-44- 40.0% |
$1.9K - $2.32K
|
66
$2.68K
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
705+ 7.26% |
$30.5K - $37.2K
|
10.4K
$423K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
10+ 142.86% |
$432 - $528
|
17
$690
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$21.6K - $26.4K
|
500
$20.3K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
199New |
$8.6K - $10.5K
|
199
$8.08K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.89% |
$43.2 - $52.8
|
54
$2.19K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$43.8K - $53.5K
|
1.01K
$41.2K
|
|
Q1 2024 | |||||||
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.55K- 22.83% |
$55.2K - $77.4K
|
5.25K
$213K
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
490KNew |
$17.4M - $24.4M
|
490K
$19.9M
|