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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 82.61% |
$387 - $580
|
42
$793
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
7New |
$143 - $214
|
7
$132
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5New |
$102 - $153
|
5
$94.4
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 3.33% |
$20.4 - $30.5
|
31
$585
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
392K+ 33.55% |
$10.6M - $17.5M
|
1.56M
$29.4M
|
|
|
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 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
127KNew |
$3.44M - $5.66M
|
127K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
81.6KNew |
$2.22M - $3.65M
|
81.6K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
47.4KNew |
$1.29M - $2.12M
|
47.4K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
41KNew |
$1.11M - $1.83M
|
41K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
39.6K+ 1584.0% |
$1.08M - $1.77M
|
42.1K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
36.2KNew |
$982K - $1.62M
|
36.2K
$683K
|
|
|
May 07, 2025
Q1 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
29.1KNew |
$791K - $1.3M
|
29.1K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
22.4K+ 11.44% |
$608K - $1M
|
218K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21K+ 100.0% |
$570K - $938K
|
42K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
19.9KNew |
$539K - $888K
|
19.9K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
12.7KNew |
$346K - $569K
|
12.7K
$240K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12.3K+ 149.31% |
$333K - $548K
|
20.5K
$386K
|
|
|
May 08, 2025
Q1 2025
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10K+ 25.0% |
$272K - $447K
|
50K
$944K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.7KNew |
$236K - $389K
|
8.7K
$164K
|
|
|
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
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
7.54KNew |
$205K - $337K
|
7.54K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
7.5KNew |
$204K - $335K
|
7.5K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.8KNew |
$185K - $304K
|
6.8K
$128K
|
|
|
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 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.52K+ 57.52% |
$150K - $247K
|
15.1K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.48KNew |
$149K - $245K
|
5.48K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.97K+ 17.96% |
$80.5K - $133K
|
19.5K
$367K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.54K+ 32.2% |
$69K - $114K
|
10.4K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.13K+ 32.72% |
$57.8K - $95.1K
|
8.63K
$163K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
941+ 12.69% |
$25.5K - $42.1K
|
8.36K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
920+ 15.63% |
$25K - $41.1K
|
6.81K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
809New |
$22K - $36.2K
|
809
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
570+ 57.58% |
$15.5K - $25.5K
|
1.56K
$29.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
517New |
$14K - $23.1K
|
517
$9.76K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
270+ 290.32% |
$7.33K - $12.1K
|
363
$6.85K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$4.97K - $8.18K
|
183
$3.45K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
153New |
$4.15K - $6.84K
|
153
$2.89K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
141New |
$3.83K - $6.3K
|
141
$2.66K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
117+ 0.47% |
$3.18K - $5.23K
|
24.9K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$2.72K - $4.47K
|
100
$1.89K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57New |
$1.55K - $2.55K
|
57
$1.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
52+ 10.55% |
$1.41K - $2.32K
|
545
$10.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
51New |
$1.38K - $2.28K
|
51
$962
|
|