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 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6New |
$150 - $174
|
6
$113
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.0% |
$125 - $145
|
143K
$2.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 35.71% |
$125 - $145
|
19
$359
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2+ 18.18% |
$49.9 - $58
|
13
$245
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 2.27% |
$25 - $29
|
45
$849
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
BUY
|
- |
1+ 0.01% |
$25 - $29
|
15.7K
$297K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$25 - $29
|
2
$37.7
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
236KNew |
$4.82M - $7.21M
|
236K
$4.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
218KNew |
$4.45M - $6.67M
|
218K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
170KNew |
$3.47M - $5.19M
|
170K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
85.6K+ 195.18% |
$1.74M - $2.61M
|
129K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
80.4KNew |
$1.64M - $2.45M
|
80.4K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
69.1KNew |
$1.41M - $2.11M
|
69.1K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
37.1KNew |
$756K - $1.13M
|
37.1K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
27.5K+ 18.33% |
$561K - $839K
|
178K
$3.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
13.5K+ 110.28% |
$276K - $413K
|
25.8K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
13.4K+ 168.35% |
$273K - $409K
|
21.3K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
11.6KNew |
$236K - $353K
|
11.6K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.5KNew |
$234K - $350K
|
11.5K
$217K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 11.48% |
$215K - $322K
|
102K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.82K+ 7.4% |
$200K - $300K
|
143K
$2.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.34KNew |
$170K - $255K
|
8.34K
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
8.29KNew |
$169K - $253K
|
8.29K
$156K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.18KNew |
$167K - $250K
|
8.18K
$154K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
6.28K+ 54.08% |
$128K - $192K
|
17.9K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.27KNew |
$87K - $130K
|
4.27K
$80.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.11KNew |
$83.9K - $126K
|
4.11K
$77.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
2.42K+ 4.66% |
$49.3K - $73.8K
|
54.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.32K+ 1642.55% |
$47.2K - $70.7K
|
2.46K
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
2K+ 15.87% |
$40.8K - $61K
|
14.6K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.59K+ 9.22% |
$32.4K - $48.5K
|
18.8K
$355K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.57K+ 90.31% |
$31.9K - $47.8K
|
3.3K
$62.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.3K+ 46.84% |
$26.4K - $39.5K
|
4.06K
$76.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.24K+ 6.97% |
$25.2K - $37.7K
|
19K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1K+ 66.67% |
$20.4K - $30.5K
|
2.5K
$47.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
945+ 2625.0% |
$19.3K - $28.8K
|
981
$18.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
252+ 17.11% |
$5.14K - $7.69K
|
1.73K
$32.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
233+ 314.86% |
$4.75K - $7.11K
|
307
$5.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
201New |
$4.1K - $6.13K
|
201
$3.79K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
176+ 2.38% |
$3.59K - $5.37K
|
7.58K
$143K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
168+ 763.64% |
$3.43K - $5.13K
|
190
$3.59K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
124+ 4133.33% |
$2.53K - $3.78K
|
127
$2.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
78New |
$1.59K - $2.38K
|
78
$1.47K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
69+ 66.35% |
$1.41K - $2.11K
|
173
$3.26K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
37New |
$754 - $1.13K
|
37
$698
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
30+ 166.67% |
$612 - $916
|
48
$906
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
29+ 9.73% |
$591 - $885
|
327
$6.17K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25New |
$510 - $763
|
25
$472
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
20+ 100.0% |
$408 - $610
|
40
$755
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19New |
$387 - $580
|
19
$359
|
|