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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.5KNew |
$234K - $350K
|
11.5K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-259- 22.76% |
$5.28K - $7.9K
|
879
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
13.4K+ 168.35% |
$273K - $409K
|
21.3K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.6KNew |
$236K - $353K
|
11.6K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.56K- 15.11% |
$31.8K - $47.6K
|
8.76K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.59K+ 9.22% |
$32.4K - $48.5K
|
18.8K
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
37.1KNew |
$756K - $1.13M
|
37.1K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.82K+ 7.4% |
$200K - $300K
|
143K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-116- 0.17% |
$2.37K - $3.54K
|
67.8K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
80.4KNew |
$1.64M - $2.45M
|
80.4K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
170KNew |
$3.47M - $5.19M
|
170K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
201New |
$4.1K - $6.13K
|
201
$3.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$387 - $580
|
19
$359
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-89.2K- 96.02% |
$1.82M - $2.72M
|
3.7K
$69.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-922- 4.21% |
$18.8K - $28.1K
|
21K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.32K+ 1642.55% |
$47.2K - $70.7K
|
2.46K
$46.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
20+ 100.0% |
$408 - $610
|
40
$755
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
236KNew |
$4.82M - $7.21M
|
236K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$87K - $130K
|
4.27K
$80.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
69+ 66.35% |
$1.41K - $2.11K
|
173
$3.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.11KNew |
$83.9K - $126K
|
4.11K
$77.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.29K- 25.32% |
$26.2K - $39.2K
|
3.79K
$71.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$754 - $1.13K
|
37
$698
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
124+ 4133.33% |
$2.53K - $3.78K
|
127
$2.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1K+ 66.67% |
$20.4K - $30.5K
|
2.5K
$47.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
69.1KNew |
$1.41M - $2.11M
|
69.1K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
233+ 314.86% |
$4.75K - $7.11K
|
307
$5.79K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-4.89K- 30.73% |
$99.6K - $149K
|
11K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-291- 85.34% |
$5.93K - $8.88K
|
50
$944
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
30+ 166.67% |
$612 - $916
|
48
$906
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.3K+ 46.84% |
$26.4K - $39.5K
|
4.06K
$76.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.5K+ 110.28% |
$276K - $413K
|
25.8K
$486K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.57K+ 90.31% |
$31.9K - $47.8K
|
3.3K
$62.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-86- 51.81% |
$1.75K - $2.62K
|
80
$1.51K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-23.5K- 71.82% |
$479K - $717K
|
9.22K
$174K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
7New |
$143 - $214
|
7
$132
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31- 2.47% |
$632 - $946
|
1.22K
$23.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 63.41% |
$530 - $794
|
15
$283
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-600- 6.84% |
$12.2K - $18.3K
|
8.18K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
6.28K+ 54.08% |
$128K - $192K
|
17.9K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
78New |
$1.59K - $2.38K
|
78
$1.47K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-27.4K- 72.23% |
$559K - $837K
|
10.6K
$199K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
8.29KNew |
$169K - $253K
|
8.29K
$156K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
168+ 763.64% |
$3.43K - $5.13K
|
190
$3.59K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-400K- 56.96% |
$8.15M - $12.2M
|
302K
$5.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$102 - $153
|
5
$94.4
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-39.3K- 98.69% |
$802K - $1.2M
|
523
$9.87K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-84.1K- 14.15% |
$1.71M - $2.57M
|
510K
$9.63M
|
|