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 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.15K+ 5.73% |
$54.4K - $68.1K
|
39.8K
$1.55M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
615+ 484.25% |
$15.6K - $19.5K
|
742
$28.9K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
124+ 0.56% |
$3.14K - $3.92K
|
22.4K
$875K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$1.6K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$759 - $949
|
30
$1.17K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 94.74% |
$455 - $569
|
37
$1.44K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 88.89% |
$202 - $253
|
17
$662
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Palo Duro Investment Partners, LP
Chicago, IL |
BUY
|
- |
829KNew |
$21M - $28.2M
|
829K
$32.3M
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
227KNew |
$5.74M - $7.72M
|
227K
$8.84M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
64.8K+ 181.89% |
$1.64M - $2.21M
|
100K
$3.92M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
40KNew |
$1.01M - $1.36M
|
40K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
20.5KNew |
$519K - $698K
|
20.5K
$799K
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
11.4K+ 283.37% |
$288K - $387K
|
15.4K
$600K
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.64K+ 122.01% |
$193K - $260K
|
13.9K
$542K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$32.5K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$2.69K
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58New |
$1.47K - $1.97K
|
58
$2.26K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$195
|
|
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
$59.2M
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
227KNew |
$7.55M - $10.9M
|
227K
$8.84M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
48.1KNew |
$1.6M - $2.31M
|
48.1K
$1.88M
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
25.8KNew |
$859K - $1.24M
|
25.8K
$1.01M
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.5K+ 125.39% |
$847K - $1.22M
|
45.7K
$1.78M
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
19.8KNew |
$657K - $948K
|
19.8K
$770K
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$599K - $864K
|
18K
$701K
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
16.7KNew |
$556K - $801K
|
16.7K
$651K
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$333K - $480K
|
10K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.07KNew |
$269K - $387K
|
8.07K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.98KNew |
$265K - $383K
|
7.98K
$311K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.35KNew |
$211K - $304K
|
6.35K
$247K
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
5.97KNew |
$198K - $286K
|
5.97K
$232K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.76KNew |
$192K - $276K
|
5.76K
$225K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 8.77% |
$107K - $155K
|
40K
$1.56M
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.66% |
$37.1K - $53.5K
|
31.6K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
730New |
$24.3K - $35K
|
730
$28.4K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
439New |
$14.6K - $21.1K
|
439
$17.1K
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
321New |
$10.7K - $15.4K
|
321
$12.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$9.48K - $13.7K
|
285
$11.1K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$5.07K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68New |
$2.26K - $3.26K
|
68
$2.65K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$832 - $1.2K
|
25
$974
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
302K+ 74.59% |
$9.16M - $14.1M
|
706K
$27.5M
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
57.7K+ 39.21% |
$1.75M - $2.71M
|
205K
$7.98M
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
31.9KNew |
$969K - $1.5M
|
31.9K
$1.24M
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
6.45KNew |
$196K - $302K
|
6.45K
$251K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.54KNew |
$168K - $260K
|
5.54K
$216K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
890+ 14.57% |
$27K - $41.7K
|
7K
$273K
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
388+ 2.99% |
$11.8K - $18.2K
|
13.4K
$521K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.41K - $14.5K
|
310
$12.1K
|