Institutional Ownership Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM). We have compiled data on the 454 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,313
shares
|
$212,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
5,186
shares
|
$207,906
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,157
shares
|
$206,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,854
shares
|
$194,596
0.0% of portfolio
|
Q4 2024
Added 46.16%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
3,863
shares
|
$154,867
0.01% of portfolio
|
Q3 2024
Added 554.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,876
shares
|
$115,298
0.0% of portfolio
|
Q3 2024
Reduced 88.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,853
shares
|
$114,376
0.0% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,837
shares
|
$113,735
0.0% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,808
shares
|
$112,572
0.0% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
2,440
shares
|
$97,819
0.06% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,231
shares
|
$89,440
0.0% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,950
shares
|
$78,175
0.02% of portfolio
|
Q2 2024
Added 9650.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,907
shares
|
$76,451
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,907
shares
|
$76,451
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,811
shares
|
$72,602
0.0% of portfolio
|
Q3 2024
Reduced 54.79%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,646
shares
|
$65,988
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,570
shares
|
$62,941
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,530
shares
|
$61,337
0.0% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$60,135
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$60,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,443
shares
|
$57,849
0.0% of portfolio
|
Q3 2024
Added 27.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,421
shares
|
$56,967
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,400
shares
|
$56,126
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,400
shares
|
$56,126
0.0% of portfolio
|
Q2 2020
Reduced 62.16%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,382
shares
|
$55,404
0.0% of portfolio
|
Q3 2024
New holding
|