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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
117+ 0.47% |
$3.18K - $5.23K
|
24.9K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
29.1KNew |
$791K - $1.3M
|
29.1K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-347K- 82.95% |
$9.41M - $15.5M
|
71.2K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-30.3K- 23.45% |
$823K - $1.35M
|
98.9K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
47.4KNew |
$1.29M - $2.12M
|
47.4K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-66.3K- 78.06% |
$1.8M - $2.96M
|
18.6K
$352K
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 100.0% |
$570K - $938K
|
42K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
22.4K+ 11.44% |
$608K - $1M
|
218K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.06K- 72.46% |
$28.6K - $47.1K
|
401
$7.57K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-121- 18.11% |
$3.29K - $5.41K
|
547
$10.3K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12.3K+ 149.31% |
$333K - $548K
|
20.5K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.52K+ 57.52% |
$150K - $247K
|
15.1K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-240- 66.3% |
$6.52K - $10.7K
|
122
$2.3K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$236K - $389K
|
8.7K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
52+ 10.55% |
$1.41K - $2.32K
|
545
$10.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47New |
$1.28K - $2.1K
|
47
$887
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
941+ 12.69% |
$25.5K - $42.1K
|
8.36K
$158K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-385K- 70.41% |
$10.5M - $17.2M
|
162K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-610- 6.48% |
$16.6K - $27.3K
|
8.8K
$166K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$1.55K - $2.55K
|
57
$1.08K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.72K - $4.47K
|
100
$1.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$2.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51New |
$1.38K - $2.28K
|
51
$962
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 37.5% |
$81.4 - $134
|
5
$94.4
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$380 - $626
|
14
$264
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
30New |
$815 - $1.34K
|
30
$566
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-157- 0.66% |
$4.26K - $7.02K
|
23.6K
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.8K- 17.7% |
$130K - $215K
|
22.3K
$421K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.48KNew |
$149K - $245K
|
5.48K
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$9.76K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 62.5% |
$136 - $223
|
13
$245
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$547
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
7.24KNew |
$265K - $333K
|
7.24K
$137K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
185New |
$6.77K - $8.52K
|
185
$3.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-331K- 37.91% |
$12.1M - $15.2M
|
542K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-175K- 21.89% |
$6.41M - $8.06M
|
625K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
63.6KNew |
$2.33M - $2.93M
|
63.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
8.3KNew |
$304K - $382K
|
8.3K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-205- 1.46% |
$7.5K - $9.44K
|
13.8K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-436K- 93.57% |
$16M - $20.1M
|
30K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
27.9KNew |
$1.02M - $1.29M
|
27.9K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
825+ 11.72% |
$30.2K - $38K
|
7.86K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.73KNew |
$210K - $264K
|
5.73K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.39KNew |
$87.4K - $110K
|
2.39K
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Blackstone Inc
New York, NY |
SELL
|
- |
-1.34K- 5.27% |
$48.9K - $61.5K
|
24K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.4KNew |
$197K - $248K
|
5.4K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-42- 0.29% |
$1.54K - $1.93K
|
14.2K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
106K+ 53.44% |
$3.88M - $4.88M
|
304K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-6.2K- 5.82% |
$227K - $285K
|
100K
$1.89M
|
|