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 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
40KNew |
$1.01M - $1.36M
|
40K
$755K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-34- 1.33% |
$861 - $1.16K
|
2.53K
$47.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.64K+ 122.01% |
$193K - $260K
|
13.9K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
227KNew |
$5.74M - $7.72M
|
227K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-38.1K- 27.06% |
$966K - $1.3M
|
103K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Palo Duro Investment Partners, LP
Chicago, IL |
BUY
|
- |
829KNew |
$21M - $28.2M
|
829K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 13.64% |
$1.14K - $1.53K
|
285
$5.38K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.5KNew |
$519K - $698K
|
20.5K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Times Square Capital Management, LLC
|
SELL
|
- |
-113K- 15.32% |
$2.86M - $3.84M
|
624K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
64.8K+ 181.89% |
$1.64M - $2.21M
|
100K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-87- 39.01% |
$2.2K - $2.96K
|
136
$2.57K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$1.3K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.4K+ 283.37% |
$288K - $387K
|
15.4K
$291K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$94.4
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-21- 26.25% |
$532 - $714
|
59
$1.11K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
25.8KNew |
$859K - $1.24M
|
25.8K
$487K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$2.45K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.66% |
$37.1K - $53.5K
|
31.6K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 8.77% |
$107K - $155K
|
40K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68New |
$2.26K - $3.26K
|
68
$1.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.52MNew |
$50.6M - $72.9M
|
1.52M
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-300K- 33.33% |
$9.98M - $14.4M
|
600K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
439New |
$14.6K - $21.1K
|
439
$8.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
227KNew |
$7.55M - $10.9M
|
227K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.07KNew |
$269K - $387K
|
8.07K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-727- 8.85% |
$24.2K - $34.9K
|
7.49K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.98KNew |
$265K - $383K
|
7.98K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$333K - $480K
|
10K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-66.7K- 4.54% |
$2.22M - $3.2M
|
1.4M
$26.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-647- 7.6% |
$21.5K - $31K
|
7.87K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
321New |
$10.7K - $15.4K
|
321
$6.06K
|
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-300K- 66.67% |
$9.98M - $14.4M
|
150K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
730New |
$24.3K - $35K
|
730
$13.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-480K- 95.27% |
$16M - $23M
|
23.8K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 4.34% |
$41.4K - $59.7K
|
27.4K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.79K- 70.23% |
$126K - $182K
|
1.61K
$30.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.5K+ 125.39% |
$847K - $1.22M
|
45.7K
$863K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.35KNew |
$211K - $304K
|
6.35K
$120K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-53.9K- 67.19% |
$1.79M - $2.59M
|
26.3K
$496K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$832 - $1.2K
|
25
$472
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.44K- 9.03% |
$47.9K - $69.1K
|
14.5K
$274K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$9.48K - $13.7K
|
285
$5.38K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
16.7KNew |
$556K - $801K
|
16.7K
$315K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-37K- 21.26% |
$1.12M - $1.74M
|
137K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-133K- 25.93% |
$4.04M - $6.24M
|
380K
$7.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.43K- 41.34% |
$73.7K - $114K
|
3.44K
$65K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$1K - $1.55K
|
33
$623
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.75K- 33.09% |
$114K - $176K
|
7.58K
$143K
|
|