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, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6.48KNew |
$247K - $306K
|
6.48K
$263K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-66.2K- 35.37% |
$2.52M - $3.13M
|
121K
$4.91M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
16.3KNew |
$620K - $769K
|
16.3K
$661K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-47.2K- 12.71% |
$1.8M - $2.23M
|
324K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 0.22% |
$952 - $1.18K
|
11.2K
$456K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-38.7K- 14.14% |
$1.47M - $1.83M
|
235K
$9.55M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
69+ 0.83% |
$2.63K - $3.26K
|
8.37K
$340K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-66.8K- 7.78% |
$2.54M - $3.16M
|
792K
$32.2M
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.79KNew |
$335K - $416K
|
8.79K
$357K
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-65.4K- 74.86% |
$2.49M - $3.09M
|
22K
$892K
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
25.6KNew |
$976K - $1.21M
|
25.6K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.04K+ 13.56% |
$39.4K - $48.9K
|
8.67K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-204- 60.71% |
$7.77K - $9.64K
|
132
$5.36K
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
160K+ 1375.76% |
$6.1M - $7.58M
|
172K
$6.98M
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.9K- 83.02% |
$225K - $279K
|
1.21K
$49K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.73K+ 29.02% |
$180K - $224K
|
21K
$855K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
5.31KNew |
$202K - $251K
|
5.31K
$216K
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.36K+ 17.88% |
$51.9K - $64.4K
|
8.98K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
105+ 106.06% |
$4K - $4.96K
|
204
$8.28K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.47K+ 10.24% |
$170K - $211K
|
48.1K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
95New |
$3.62K - $4.49K
|
95
$3.86K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.27K- 39.65% |
$163K - $202K
|
6.5K
$264K
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
33.5K+ 26.02% |
$1.27M - $1.58M
|
162K
$6.59M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.4K+ 8.83% |
$129K - $160K
|
41.8K
$1.7M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
195K+ 3.07% |
$7.42M - $9.21M
|
6.54M
$265M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-353- 4.43% |
$13.4K - $16.7K
|
7.61K
$309K
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.1K- 1.36% |
$118K - $147K
|
225K
$9.13M
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.5KNew |
$436K - $542K
|
11.5K
$465K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
254+ 79.13% |
$9.67K - $12K
|
575
$23.4K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.5K- 4.68% |
$1.01M - $1.25M
|
540K
$21.9M
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-255- 1.33% |
$9.71K - $12.1K
|
18.9K
$766K
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.27K+ 554.75% |
$125K - $155K
|
3.86K
$157K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 52.94% |
$343 - $425
|
8
$325
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.5KNew |
$362K - $449K
|
9.5K
$386K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 50.0% |
$38.1 - $47.3
|
1
$40.6
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
41New |
$1.56K - $1.94K
|
41
$1.67K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.96K+ 28.66% |
$227K - $282K
|
26.8K
$1.09M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23New |
$876 - $1.09K
|
23
$934
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-5.9K- 3.85% |
$225K - $279K
|
147K
$5.99M
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.8K+ 17.43% |
$145K - $180K
|
25.6K
$1.04M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
19.8K+ 46.81% |
$754K - $936K
|
62.1K
$2.52M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
206+ 76.87% |
$7.84K - $9.74K
|
474
$19.2K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5KNew |
$191K - $236K
|
5K
$203K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.91K+ 19.68% |
$72.7K - $90.2K
|
11.6K
$471K
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
33.3K+ 30.78% |
$1.27M - $1.57M
|
141K
$5.74M
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
13.2KNew |
$501K - $622K
|
13.2K
$535K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
127+ 1.63% |
$4.83K - $6K
|
7.93K
$322K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.58M
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
7.8K+ 13.98% |
$297K - $369K
|
63.6K
$2.58M
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-954- 3.42% |
$36.3K - $45.1K
|
27K
$1.09M
|