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 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-2KClosed |
$2.8K - $13.3K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-14KClosed |
$19.5K - $93.1K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5Closed |
$7 - $33.4
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Cordasco Financial Network
|
BUY
|
- |
100New |
$140 - $667
|
100
$4.06K
|
|
Jan 20, 2021
Q4 2020
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-109KClosed |
$152K - $724K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-14.3KClosed |
$22.8K - $58.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-3.07MClosed |
$4.88M - $12.6M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$4.84K - $12.5K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-32.3KClosed |
$51.3K - $132K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-778KClosed |
$1.24M - $3.19M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 16, 2024
Q2 2020
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-56Closed |
$57.7 - $388
|
0
$0
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 62.16% |
$2.37K - $15.9K
|
1.4K
$56.9K
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$17.1K - $115K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-39KClosed |
$40.2K - $270K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-39.9KClosed |
$41.1K - $277K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-65Closed |
$67 - $450
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-800Closed |
$824 - $5.54K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
American Research & Management Co.
|
SELL
|
- |
-500Closed |
$515 - $3.47K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-32.5KClosed |
$33.4K - $225K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-51.2KClosed |
$54.3K - $634K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-65.2KClosed |
$69.1K - $807K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-784Closed |
$831 - $9.71K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-191KClosed |
$202K - $2.36M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-747KClosed |
$792K - $9.26M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
CALL |
-300Closed |
$318 - $3.72K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-20.4KClosed |
$21.6K - $253K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.66KClosed |
$1.75K - $20.5K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-251Closed |
$266 - $3.11K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-177Closed |
$188 - $2.19K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Rubric Capital Management LP
New York, NY |
SELL
|
- |
-240KClosed |
$1.73M - $2.7M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-2.03MClosed |
$14.6M - $22.8M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.7KClosed |
$84.2K - $131K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$102K - $159K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-99Closed |
$713 - $1.11K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 25, 2019
Q3 2019
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-17.9KClosed |
$159K - $226K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
35K+ 7.0% |
$312K - $442K
|
535K
$21.7M
|
|
Nov 14, 2019
Q3 2019
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-60.6KClosed |
$539K - $766K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
12KNew |
$106K - $151K
|
12K
$486K
|
|
Nov 12, 2019
Q3 2019
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-85KClosed |
$757K - $1.07M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-35Closed |
$312 - $442
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.4KClosed |
$110K - $157K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-900Closed |
$8.01K - $11.4K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Ing Groep Nv
|
SELL
|
- |
-15.8KClosed |
$141K - $200K
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-29.5KClosed |
$262K - $372K
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-59Closed |
$525 - $746
|
0
$0
|
|
Oct 31, 2019
Q3 2019
|
Private Ocean, LLC
|
SELL
|
- |
-113Closed |
$1.01K - $1.43K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Retirement Systems Of Alabama
|
SELL
|
- |
-134KClosed |
$1.2M - $1.7M
|
0
$0
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
606New |
$5.39K - $7.66K
|
606
$24.6K
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.77KNew |
$15.8K - $22.4K
|
1.77K
$72K
|
|
Oct 22, 2019
Q3 2019
|
State Of Michigan Retirement System
|
SELL
|
- |
-30.6KClosed |
$272K - $387K
|
0
$0
|