Latest Institutional Purchases of Sm Energy CO (SM)
This list provides information on the latest institutional transactions involving Sm Energy CO (SM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
95KNew |
$2.87M - $4.08M
|
95K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
69.3KNew |
$2.09M - $2.97M
|
69.3K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Viking Fund Management LLC
|
BUY
|
- |
40KNew |
$1.21M - $1.72M
|
40K
$755K
|
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
23.7KNew |
$716K - $1.02M
|
23.7K
$448K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
18.3KNew |
$551K - $784K
|
18.3K
$345K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
14.7KNew |
$444K - $632K
|
14.7K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
13.9KNew |
$419K - $597K
|
13.9K
$262K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$407K - $579K
|
13.5K
$255K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13KNew |
$393K - $559K
|
13K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
12.1KNew |
$365K - $519K
|
12.1K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
8.1KNew |
$244K - $348K
|
8.1K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.53KNew |
$227K - $323K
|
7.53K
$142K
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7KNew |
$211K - $301K
|
7K
$132K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.92KNew |
$179K - $254K
|
5.92K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.74KNew |
$173K - $246K
|
5.74K
$108K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
797New |
$24.1K - $34.2K
|
797
$15K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
231New |
$6.97K - $9.92K
|
231
$4.36K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
161+ 0.5% |
$4.86K - $6.91K
|
32.4K
$611K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
136New |
$4.1K - $5.84K
|
136
$2.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
98New |
$2.96K - $4.21K
|
98
$1.85K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$755 - $1.07K
|
25
$472
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
14New |
$423 - $601
|
14
$264
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.33% |
$30.2 - $42.9
|
303
$5.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
545KNew |
$13.8M - $17.2M
|
545K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
97.5KNew |
$2.47M - $3.08M
|
97.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Nokomis Capital, L.L.C.
Dallas, TX |
BUY
|
- |
84.8K+ 963.95% |
$2.15M - $2.68M
|
93.6K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.16M - $1.46M
|
46K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
CALL |
25KNew |
$632K - $791K
|
25K
$472K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.88K+ 289.74% |
$199K - $249K
|
10.6K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.41KNew |
$187K - $234K
|
7.41K
$140K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.58K+ 19.7% |
$65.2K - $81.6K
|
15.7K
$296K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
615+ 484.25% |
$15.6K - $19.5K
|
742
$14K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
124+ 0.56% |
$3.14K - $3.92K
|
22.4K
$424K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$774
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$759 - $949
|
30
$566
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 94.74% |
$455 - $569
|
37
$698
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 88.89% |
$202 - $253
|
17
$321
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Palo Duro Investment Partners, LP
Chicago, IL |
BUY
|
- |
829KNew |
$21M - $28.2M
|
829K
$15.6M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
227KNew |
$5.74M - $7.72M
|
227K
$4.28M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
64.8K+ 181.89% |
$1.64M - $2.21M
|
100K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
40KNew |
$1.01M - $1.36M
|
40K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.5KNew |
$519K - $698K
|
20.5K
$387K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.4K+ 283.37% |
$288K - $387K
|
15.4K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.64K+ 122.01% |
$193K - $260K
|
13.9K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$15.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$1.3K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58New |
$1.47K - $1.97K
|
58
$1.09K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$94.4
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.52MNew |
$50.6M - $72.9M
|
1.52M
$28.7M
|
|