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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.36KNew |
$196K - $247K
|
5.36K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
24KNew |
$878K - $1.1M
|
24K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-85.8K- 60.67% |
$3.14M - $3.95M
|
55.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88K+ 44.8% |
$142K - $179K
|
12.5K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-47.2K- 99.98% |
$1.73M - $2.17M
|
10
$189
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7New |
$256 - $322
|
7
$132
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
282+ 4.62% |
$10.3K - $13K
|
6.38K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.49KNew |
$201K - $253K
|
5.49K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
268K+ 221.36% |
$9.8M - $12.3M
|
389K
$7.34M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-147- 2.38% |
$5.38K - $6.77K
|
6.04K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.13K- 93.37% |
$41.2K - $51.8K
|
80
$1.51K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.6KNew |
$278K - $350K
|
7.6K
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
380KNew |
$13.9M - $17.5M
|
380K
$7.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-114- 1.3% |
$4.17K - $5.25K
|
8.68K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.41% |
$14.6K - $18.4K
|
97.8K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
26.1K+ 102.81% |
$955K - $1.2M
|
51.5K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$1.28K - $1.61K
|
35
$660
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
677+ 5.87% |
$24.8K - $31.2K
|
12.2K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$1.54K - $1.93K
|
42
$793
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
18.8KNew |
$687K - $865K
|
18.8K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.4K- 31.15% |
$87.8K - $110K
|
5.3K
$100K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$5.1M - $6.42M
|
139K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-249K- 97.42% |
$9.13M - $11.5M
|
6.61K
$125K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$629K - $791K
|
17.2K
$324K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.11K- 16.5% |
$40.7K - $51.2K
|
5.63K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.9K+ 105.19% |
$1.28M - $1.61M
|
68.1K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.02K- 81.37% |
$37.4K - $47K
|
234
$4.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$151
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.21K - $1.52K
|
33
$623
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-182- 44.39% |
$6.66K - $8.38K
|
228
$4.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-88- 1.52% |
$3.22K - $4.05K
|
5.69K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$1.36K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-121- 1.65% |
$4.43K - $5.57K
|
7.23K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
7New |
$256 - $322
|
7
$132
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-326K- 7.3% |
$11.9M - $15M
|
4.14M
$78.1M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$29.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.76K- 16.13% |
$64.4K - $81K
|
9.15K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 94.25% |
$3K - $3.77K
|
5
$94.4
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$208K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 30.12% |
$915 - $1.15K
|
58
$1.09K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
118New |
$4.49K - $5.58K
|
118
$2.23K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25+ 50.0% |
$952 - $1.18K
|
75
$1.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.3KNew |
$2.9M - $3.6M
|
76.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.5KNew |
$2.3M - $2.86M
|
60.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-387- 5.05% |
$14.7K - $18.3K
|
7.28K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3.4K+ 5.46% |
$129K - $161K
|
65.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-1.3K- 9.25% |
$49.5K - $61.4K
|
12.8K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.38KNew |
$52.6K - $65.3K
|
1.38K
$26.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.54K- 2.14% |
$211K - $262K
|
253K
$4.78M
|
|