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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-44K- 37.19% |
$1.33M - $1.89M
|
74.3K
$3.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13KNew |
$393K - $559K
|
13K
$529K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
18.3KNew |
$551K - $784K
|
18.3K
$742K
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
40KNew |
$1.21M - $1.72M
|
40K
$1.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$407K - $579K
|
13.5K
$548K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.15K+ 5.73% |
$54.4K - $68.1K
|
39.8K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
11KNew |
$278K - $348K
|
11K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-8.84K- 21.88% |
$224K - $280K
|
31.6K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-791- 6.7% |
$20K - $25K
|
11K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
545KNew |
$13.8M - $17.2M
|
545K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
25KNew |
$632K - $791K
|
25K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
84.8K+ 963.95% |
$2.15M - $2.68M
|
93.6K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.41KNew |
$187K - $234K
|
7.41K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.95K- 13.1% |
$49.3K - $61.6K
|
12.9K
$525K
|
|
|
Aug 10, 2023
Q2 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
120KNew |
$3.02M - $3.78M
|
120K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$759 - $949
|
30
$1.22K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$1.67K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.58K+ 19.7% |
$65.2K - $81.6K
|
15.7K
$637K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
97.5KNew |
$2.47M - $3.08M
|
97.5K
$3.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.88K+ 289.74% |
$199K - $249K
|
10.6K
$430K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.16M - $1.46M
|
46K
$1.87M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
124+ 0.56% |
$3.14K - $3.92K
|
22.4K
$911K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 94.74% |
$455 - $569
|
37
$1.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
615+ 484.25% |
$15.6K - $19.5K
|
742
$30.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 88.89% |
$202 - $253
|
17
$690
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-269Closed |
$6.81K - $9.15K
|
0
$0
|
|
|
Nov 27, 2023
Q1 2023
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-72.7K- 50.61% |
$1.84M - $2.47M
|
70.9K
$2.88M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$7.6K - $10.2K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.79KClosed |
$45.3K - $60.9K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58New |
$1.47K - $1.97K
|
58
$2.36K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 76.06% |
$1.37K - $1.84K
|
17
$690
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-38.1K- 27.06% |
$966K - $1.3M
|
103K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
227KNew |
$5.74M - $7.72M
|
227K
$9.21M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.64K+ 122.01% |
$193K - $260K
|
13.9K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$33.8K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-34- 1.33% |
$861 - $1.16K
|
2.53K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
40KNew |
$1.01M - $1.36M
|
40K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Palo Duro Investment Partners, LP
Chicago, IL |
BUY
|
- |
829KNew |
$21M - $28.2M
|
829K
$33.7M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 13.64% |
$1.14K - $1.53K
|
285
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.5KNew |
$519K - $698K
|
20.5K
$833K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
64.8K+ 181.89% |
$1.64M - $2.21M
|
100K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-113K- 15.32% |
$2.86M - $3.84M
|
624K
$25.4M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-87- 39.01% |
$2.2K - $2.96K
|
136
$5.52K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$2.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$203
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.4K+ 283.37% |
$288K - $387K
|
15.4K
$626K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-21- 26.25% |
$532 - $714
|
59
$2.4K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-79- 0.52% |
$2K - $2.69K
|
15K
$609K
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
25.8KNew |
$859K - $1.24M
|
25.8K
$1.05M
|
|