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 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
20.3K+ 7.66% |
$506K - $587K
|
285K
$5.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.2K- 8.15% |
$30K - $34.9K
|
13.6K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
47.7KNew |
$1.19M - $1.38M
|
47.7K
$899K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-83- 0.19% |
$2.07K - $2.41K
|
44.5K
$840K
|
|
|
Nov 10, 2025
Q3 2025
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-31.8K- 38.84% |
$793K - $920K
|
50K
$944K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
8.18KNew |
$204K - $237K
|
8.18K
$154K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-23.7K- 14.14% |
$591K - $686K
|
144K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
65.5K+ 5.08% |
$1.64M - $1.9M
|
1.35M
$25.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.04K- 17.58% |
$50.8K - $59K
|
9.54K
$180K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-551- 38.59% |
$13.8K - $16K
|
877
$16.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.02K - $5.82K
|
201
$3.79K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 33.33% |
$25 - $29
|
2
$37.7
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
267+ 171.15% |
$6.67K - $7.74K
|
423
$7.98K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.87K+ 7.57% |
$71.5K - $83K
|
40.7K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
720+ 1.49% |
$18K - $20.9K
|
48.9K
$924K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
61+ 0.69% |
$1.52K - $1.77K
|
8.91K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-50.2K- 48.59% |
$1.25M - $1.45M
|
53.1K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-132- 0.63% |
$3.3K - $3.83K
|
20.9K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-43- 20.19% |
$1.07K - $1.25K
|
170
$3.21K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.49K- 59.05% |
$87K - $101K
|
2.42K
$45.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
526+ 3.07% |
$13.1K - $15.2K
|
17.7K
$333K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19+ 22.62% |
$474 - $551
|
103
$1.94K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
810+ 1.0% |
$20.2K - $23.5K
|
82.1K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-840K- 19.69% |
$21M - $24.3M
|
3.43M
$64.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
68+ 7.18% |
$1.7K - $1.97K
|
1.02K
$19.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-986K- 6.64% |
$24.6M - $28.6M
|
13.9M
$261M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-16.3K- 6.24% |
$408K - $473K
|
246K
$4.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-20K- 41.13% |
$499K - $579K
|
28.6K
$540K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 5.56% |
$250 - $290
|
170
$3.21K
|
|
|
Nov 07, 2025
Q3 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
705+ 0.95% |
$17.6K - $20.4K
|
74.6K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.67K+ 7.15% |
$117K - $135K
|
69.9K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
14.4K+ 4.72% |
$359K - $417K
|
319K
$6.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.02K+ 0.52% |
$50.4K - $58.5K
|
389K
$7.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-12.8K- 2.8% |
$320K - $371K
|
444K
$8.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 2.27% |
$25 - $29
|
45
$849
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-69- 0.45% |
$1.72K - $2K
|
15.4K
$291K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
10.9K+ 2.49% |
$272K - $316K
|
448K
$8.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
8.77K+ 16.32% |
$219K - $254K
|
62.5K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
23.4K+ 4.18% |
$583K - $677K
|
583K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
703+ 5.39% |
$17.6K - $20.4K
|
13.7K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.13K- 11.73% |
$103K - $120K
|
31K
$586K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.27K+ 501.06% |
$107K - $124K
|
5.12K
$96.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
169+ 9.06% |
$4.22K - $4.9K
|
2.03K
$38.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.97K- 15.57% |
$99.1K - $115K
|
21.5K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.5K- 16.19% |
$437K - $507K
|
90.6K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.02KNew |
$200K - $233K
|
8.02K
$151K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 21.03% |
$4.1K - $4.75K
|
944
$17.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-220- 3.43% |
$5.49K - $6.38K
|
6.19K
$117K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.5K- 2.2% |
$312K - $362K
|
555K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
912+ 316.67% |
$22.8K - $26.4K
|
1.2K
$22.6K
|
|