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 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$38.1 - $47.3
|
1
$40.6
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
16New |
$609 - $756
|
16
$650
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.93K- 23.54% |
$73.6K - $91.3K
|
6.28K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.09K- 23.69% |
$118K - $146K
|
9.96K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.6K- 4.49% |
$99K - $123K
|
55.3K
$2.25M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.4K+ 3897.22% |
$53.4K - $66.3K
|
1.44K
$58.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
380+ 6.96% |
$14.5K - $18K
|
5.84K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$57.1K - $70.9K
|
1.5K
$60.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$264K - $328K
|
6.94K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34.4K- 21.58% |
$1.31M - $1.63M
|
125K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.63M - $2.02M
|
42.8K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
83+ 1.65% |
$3.16K - $3.92K
|
5.12K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.5K+ 161.76% |
$209K - $260K
|
8.9K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.54KNew |
$211K - $262K
|
5.54K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.09K+ 25.84% |
$79.5K - $98.6K
|
10.2K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 67.01% |
$40K - $49.6K
|
517
$21K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.5K+ 35.18% |
$629K - $781K
|
63.5K
$2.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 19.05% |
$305 - $378
|
34
$1.38K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$152 - $189
|
4
$162
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$571 - $709
|
15
$609
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-300- 20.0% |
$13K - $15.8K
|
1.2K
$48.7K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.2K- 44.53% |
$182K - $222K
|
5.23K
$213K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.81K- 19.25% |
$78.1K - $95.3K
|
7.58K
$308K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-18- 2.88% |
$778 - $950
|
608
$24.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 15.05% |
$605 - $739
|
79
$3.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
5K+ 24.54% |
$216K - $264K
|
25.4K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.5KNew |
$454K - $554K
|
10.5K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-1.19M- 43.26% |
$51.7M - $63M
|
1.57M
$63.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
60KNew |
$2.59M - $3.17M
|
60K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
40.9KNew |
$1.77M - $2.16M
|
40.9K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.29K- 7.39% |
$186K - $226K
|
53.8K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
327KNew |
$14.1M - $17.2M
|
327K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$555K - $677K
|
12.8K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
267KNew |
$11.6M - $14.1M
|
267K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
54New |
$2.33K - $2.85K
|
54
$2.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.58K+ 38.42% |
$198K - $242K
|
16.5K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 28.77% |
$107K - $130K
|
6.12K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
75+ 288.46% |
$3.24K - $3.96K
|
101
$4.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 6.39% |
$20.1K - $24.6K
|
6.83K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.8KNew |
$294K - $359K
|
6.8K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
349New |
$15.1K - $18.4K
|
349
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
126KNew |
$5.47M - $6.67M
|
126K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
65.5K+ 411.29% |
$2.83M - $3.46M
|
81.5K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.01KNew |
$217K - $264K
|
5.01K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
27.3K+ 370.27% |
$1.18M - $1.44M
|
34.7K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$519 - $633
|
12
$487
|
|
|
Aug 14, 2024
Q2 2024
|
Lsp Investment Advisors, LLC
New York, NY |
BUY
|
- |
64.8K+ 48.6% |
$2.8M - $3.42M
|
198K
$8.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.17K- 9.79% |
$50.4K - $61.6K
|
10.7K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.63KNew |
$200K - $244K
|
4.63K
$188K
|
|