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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
578+ 4.81% |
$14.4K - $16.8K
|
12.6K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
535+ 36.27% |
$13.4K - $15.5K
|
2.01K
$37.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
526+ 3.07% |
$13.1K - $15.2K
|
17.7K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
465+ 1.39% |
$11.6K - $13.5K
|
33.9K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
463+ 5.7% |
$11.6K - $13.4K
|
8.59K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
417+ 124.48% |
$10.4K - $12.1K
|
752
$14.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
367New |
$9.16K - $10.6K
|
367
$6.93K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
308+ 157.95% |
$7.69K - $8.93K
|
503
$9.49K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
278+ 4.91% |
$6.94K - $8.06K
|
5.95K
$112K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
272+ 27.47% |
$6.79K - $7.88K
|
1.26K
$23.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
267New |
$6.67K - $7.74K
|
267
$5.04K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
267+ 171.15% |
$6.67K - $7.74K
|
423
$7.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
258+ 2.57% |
$6.44K - $7.48K
|
10.3K
$194K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
252+ 1145.45% |
$6.29K - $7.3K
|
274
$5.17K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
220+ 3.65% |
$5.49K - $6.38K
|
6.25K
$118K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
218+ 2.64% |
$5.44K - $6.32K
|
8.47K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
217New |
$5.42K - $6.29K
|
217
$4.09K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
211New |
$5.27K - $6.11K
|
211
$3.98K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
209+ 45.34% |
$5.22K - $6.06K
|
670
$12.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
201New |
$5.02K - $5.82K
|
201
$3.79K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.09% |
$4.99K - $5.8K
|
222K
$4.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
182+ 62.33% |
$4.54K - $5.27K
|
474
$8.94K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
169+ 9.06% |
$4.22K - $4.9K
|
2.03K
$38.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 21.03% |
$4.1K - $4.75K
|
944
$17.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
146New |
$3.65K - $4.23K
|
146
$2.76K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145New |
$3.62K - $4.2K
|
145
$2.74K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
125+ 3.79% |
$3.12K - $3.62K
|
3.43K
$64.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
115+ 1.34% |
$2.87K - $3.33K
|
8.72K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
103New |
$2.57K - $2.98K
|
103
$1.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 7.38% |
$2.02K - $2.35K
|
1.18K
$22.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70+ 11.09% |
$1.75K - $2.03K
|
701
$13.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
68+ 27.2% |
$1.7K - $1.97K
|
318
$6K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
68+ 7.18% |
$1.7K - $1.97K
|
1.02K
$19.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
61+ 0.69% |
$1.52K - $1.77K
|
8.91K
$168K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
55New |
$1.37K - $1.59K
|
55
$1.04K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49+ 2.6% |
$1.22K - $1.42K
|
1.94K
$36.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
46+ 0.31% |
$1.15K - $1.33K
|
15K
$284K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
41+ 9.76% |
$1.02K - $1.19K
|
461
$8.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
34New |
$849 - $985
|
34
$642
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
33+ 70.21% |
$824 - $956
|
80
$1.51K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28+ 12.73% |
$699 - $811
|
248
$4.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
27+ 15.17% |
$674 - $782
|
205
$3.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26New |
$649 - $753
|
26
$491
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
25New |
$624 - $725
|
25
$472
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.21% |
$599 - $696
|
11.6K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23+ 0.7% |
$574 - $667
|
3.3K
$62.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$524 - $609
|
21
$396
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20New |
$499 - $580
|
20
$377
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19+ 22.62% |
$474 - $551
|
103
$1.94K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 0.09% |
$275 - $319
|
12.8K
$241K
|
|