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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25KNew |
$31.1K - $36.1K
|
1.25K
$23.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
53.2K+ 231.19% |
$1.33M - $1.54M
|
76.2K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
46.9K+ 8.58% |
$1.17M - $1.36M
|
594K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
11.4KNew |
$284K - $329K
|
11.4K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
16K+ 17.43% |
$400K - $464K
|
108K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
238K+ 70.58% |
$5.93M - $6.88M
|
574K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
115+ 1.34% |
$2.87K - $3.33K
|
8.72K
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
23K+ 57.5% |
$575K - $668K
|
63.1K
$1.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.6K+ 25.72% |
$366K - $424K
|
71.6K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.34K- 12.4% |
$33.5K - $38.9K
|
9.49K
$179K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-6.88K- 5.53% |
$172K - $199K
|
118K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$43.4K - $50.4K
|
1.74K
$32.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-11.2K- 9.93% |
$279K - $323K
|
101K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 14.28% |
$2.72M - $3.16M
|
655K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-9.8K- 50.0% |
$245K - $284K
|
9.8K
$185K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 7.38% |
$2.02K - $2.35K
|
1.18K
$22.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4K+ 19.89% |
$260K - $302K
|
62.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35K+ 4.07% |
$875K - $1.02M
|
896K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 33.33% |
$25 - $29
|
2
$37.7
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-11.5K- 91.53% |
$288K - $334K
|
1.07K
$20.1K
|
|
|
Nov 12, 2025
Q3 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-16.4K- 0.94% |
$409K - $475K
|
1.72M
$32.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.09% |
$275 - $319
|
12.8K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
463+ 5.7% |
$11.6K - $13.4K
|
8.59K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.82K+ 156.44% |
$120K - $140K
|
7.91K
$149K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13KNew |
$325K - $378K
|
13K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
267New |
$6.67K - $7.74K
|
267
$5.04K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
BUY
|
- |
65.7K+ 22.6% |
$1.64M - $1.9M
|
357K
$6.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 11.38% |
$699 - $811
|
218
$4.11K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 1.75% |
$200 - $232
|
449
$8.47K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
376K+ 8.93% |
$9.38M - $10.9M
|
4.59M
$86.5M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-362K- 27.61% |
$9.04M - $10.5M
|
949K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-45.1K- 1.67% |
$1.13M - $1.31M
|
2.66M
$50.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
18.6K+ 13.19% |
$465K - $540K
|
160K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.66KNew |
$241K - $280K
|
9.66K
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 12.73% |
$699 - $811
|
248
$4.68K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
125+ 3.79% |
$3.12K - $3.62K
|
3.43K
$64.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.76K+ 22.3% |
$144K - $167K
|
31.6K
$596K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
22.6K+ 3.87% |
$564K - $655K
|
607K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
136K+ 48.36% |
$3.39M - $3.93M
|
416K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26New |
$649 - $753
|
26
$491
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.4K- 1.98% |
$34.9K - $40.5K
|
69K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-517- 32.85% |
$12.9K - $15K
|
1.06K
$19.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31K+ 0.53% |
$773K - $897K
|
5.92M
$112M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.79K+ 7.1% |
$245K - $284K
|
148K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 18.73% |
$559K - $648K
|
142K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-111- 0.38% |
$2.77K - $3.22K
|
29.3K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.33K+ 12.59% |
$58.3K - $67.6K
|
20.9K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 4.26% |
$54.5K - $63.3K
|
49.1K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.96K- 10.73% |
$98.8K - $115K
|
32.9K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-31.5K- 3.56% |
$786K - $912K
|
852K
$16.1M
|
|