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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-17.8K- 42.93% |
$362K - $542K
|
23.6K
$446K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25New |
$510 - $763
|
25
$472
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 3.33% |
$20.4 - $30.5
|
31
$585
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.56K- 92.83% |
$72.5K - $109K
|
275
$5.19K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.25% |
$102 - $153
|
75
$1.42K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 9.73% |
$591 - $885
|
327
$6.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
218KNew |
$4.45M - $6.67M
|
218K
$4.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.34KNew |
$170K - $255K
|
8.34K
$157K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
252+ 17.11% |
$5.14K - $7.69K
|
1.73K
$32.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 82.61% |
$387 - $580
|
42
$793
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.54K+ 32.2% |
$69K - $114K
|
10.4K
$197K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.01K- 10.88% |
$27.4K - $45.1K
|
8.27K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
41KNew |
$1.11M - $1.83M
|
41K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 100.0% |
$136 - $223
|
10
$189
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.97K+ 17.96% |
$80.5K - $133K
|
19.5K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.7KNew |
$346K - $569K
|
12.7K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
5New |
$136 - $223
|
5
$94.4
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01K- 10.88% |
$27.4K - $45.1K
|
8.27K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$982K - $1.62M
|
36.2K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.4K- 2.84% |
$337K - $554K
|
424K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.24KNew |
$224K - $368K
|
8.24K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
81.6KNew |
$2.22M - $3.65M
|
81.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Corigliano Investment Advisers, LLC
Raleigh, NC |
BUY
|
- |
329KNew |
$8.93M - $14.7M
|
329K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
243KNew |
$6.59M - $10.8M
|
243K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
SELL
|
- |
-2.5K- 9.0% |
$67.8K - $112K
|
25.3K
$477K
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
7.54KNew |
$205K - $337K
|
7.54K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-7.23K- 26.65% |
$196K - $323K
|
19.9K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
392K+ 33.55% |
$10.6M - $17.5M
|
1.56M
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.9KNew |
$539K - $888K
|
19.9K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
153New |
$4.15K - $6.84K
|
153
$2.89K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
920+ 15.63% |
$25K - $41.1K
|
6.81K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
127KNew |
$3.44M - $5.66M
|
127K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 19.9% |
$2.25K - $3.71K
|
334
$6.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
809New |
$22K - $36.2K
|
809
$15.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-114- 1.51% |
$3.1K - $5.09K
|
7.43K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.8KNew |
$185K - $304K
|
6.8K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$204K - $335K
|
7.5K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-313K- 75.02% |
$8.5M - $14M
|
104K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
39.6K+ 1584.0% |
$1.08M - $1.77M
|
42.1K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
270+ 290.32% |
$7.33K - $12.1K
|
363
$6.85K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 57.58% |
$15.5K - $25.5K
|
1.56K
$29.4K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.84K- 17.07% |
$159K - $261K
|
28.4K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.13K+ 32.72% |
$57.8K - $95.1K
|
8.63K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.97KNew |
$162K - $267K
|
5.97K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
5.7KNew |
$155K - $255K
|
5.7K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-112K- 35.89% |
$3.03M - $4.99M
|
199K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$407 - $670
|
15
$283
|
|
|
May 08, 2025
Q1 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10K+ 25.0% |
$272K - $447K
|
50K
$944K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13- 0.04% |
$353 - $581
|
35.5K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$4.97K - $8.18K
|
183
$3.45K
|
|