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 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.82K+ 4.43% |
$95.4K - $111K
|
90.1K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.22K- 9.13% |
$155K - $180K
|
61.9K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.77% |
$4.99K - $5.8K
|
25.9K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20New |
$499 - $580
|
20
$377
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.31% |
$17.5K - $20.3K
|
52.8K
$996K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 2.6% |
$1.22K - $1.42K
|
1.94K
$36.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.91K+ 7.38% |
$72.5K - $84.2K
|
42.3K
$798K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33+ 70.21% |
$824 - $956
|
80
$1.51K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
146New |
$3.65K - $4.23K
|
146
$2.76K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-62- 1.99% |
$1.55K - $1.8K
|
3.06K
$57.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
697+ 452.6% |
$17.4K - $20.2K
|
851
$16.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
367New |
$9.16K - $10.6K
|
367
$6.93K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3.88K+ 13.28% |
$96.9K - $112K
|
33.1K
$624K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-29.9K- 16.89% |
$747K - $867K
|
147K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-2.29K- 19.16% |
$57.2K - $66.4K
|
9.66K
$182K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.17K+ 4.05% |
$79.1K - $91.8K
|
81.3K
$1.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
308+ 157.95% |
$7.69K - $8.93K
|
503
$9.49K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
535+ 36.27% |
$13.4K - $15.5K
|
2.01K
$37.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-137- 1.49% |
$3.42K - $3.97K
|
9.05K
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.96K+ 15.55% |
$73.9K - $85.8K
|
22K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
220+ 3.65% |
$5.49K - $6.38K
|
6.25K
$118K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.04K- 15.49% |
$176K - $204K
|
38.4K
$725K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.35K+ 8.52% |
$83.7K - $97.2K
|
42.7K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
272+ 27.47% |
$6.79K - $7.88K
|
1.26K
$23.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-93.6K- 15.01% |
$2.34M - $2.71M
|
530K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
BUY
|
- |
202K+ 19.95% |
$5.04M - $5.85M
|
1.21M
$22.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.5KNew |
$261K - $303K
|
10.5K
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9.35K- 24.08% |
$233K - $271K
|
29.5K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$25 - $29
|
2
$37.7
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-14.6K- 15.08% |
$365K - $423K
|
82.3K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$524 - $609
|
21
$396
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
41+ 9.76% |
$1.02K - $1.19K
|
461
$8.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8.42KNew |
$210K - $244K
|
8.42K
$159K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
693+ 0.65% |
$17.3K - $20.1K
|
108K
$2.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
46+ 0.31% |
$1.15K - $1.33K
|
15K
$284K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 0.9% |
$175 - $203
|
787
$14.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
894+ 14.97% |
$22.3K - $25.9K
|
6.87K
$130K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 11.48% |
$215K - $322K
|
102K
$1.93M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
176+ 2.38% |
$3.59K - $5.37K
|
7.58K
$143K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
945+ 2625.0% |
$19.3K - $28.8K
|
981
$18.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.18KNew |
$167K - $250K
|
8.18K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-19K- 61.87% |
$387K - $579K
|
11.7K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.24K+ 6.97% |
$25.2K - $37.7K
|
19K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-297K- 96.25% |
$6.06M - $9.07M
|
11.6K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-11.3K- 44.59% |
$231K - $346K
|
14.1K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-548- 4.88% |
$11.2K - $16.7K
|
10.7K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.42K+ 4.66% |
$49.3K - $73.8K
|
54.3K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
85.6K+ 195.18% |
$1.74M - $2.61M
|
129K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
27.5K+ 18.33% |
$561K - $839K
|
178K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
2K+ 15.87% |
$40.8K - $61K
|
14.6K
$276K
|
|