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 474 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 $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
400
shares
|
$12,268
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
376
shares
|
$11,531
0.01% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
372
shares
|
$11,409
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
362
shares
|
$11,102
0.01% of portfolio
|
Q4 2024
Added 38.7%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
360
shares
|
$11,041
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
327
shares
|
$10,029
0.0% of portfolio
|
Q4 2024
Added 60.29%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
310
shares
|
$9,507
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
310
shares
|
$9,507
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
298
shares
|
$9,139
0.0% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
289
shares
|
$8,863
0.0% of portfolio
|
Q4 2024
Added 92.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
234
shares
|
$7,176
0.0% of portfolio
|
Q4 2024
Reduced 81.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
231
shares
|
$7,084
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
228
shares
|
$6,992
0.01% of portfolio
|
Q4 2024
Reduced 44.39%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
225
shares
|
$6,900
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
197
shares
|
$6,041
0.0% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
195
shares
|
$5,980
0.0% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
191
shares
|
$5,857
0.0% of portfolio
|
Q4 2024
Reduced 55.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
185
shares
|
$5,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
162
shares
|
$4,968
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
141
shares
|
$4,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136
shares
|
$4,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
132
shares
|
$4,048
0.0% of portfolio
|
Q3 2024
Reduced 60.71%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$3,680
0.0% of portfolio
|
Q4 2024
Added 155.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
118
shares
|
$3,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
112
shares
|
$3,435
0.0% of portfolio
|
Q4 2024
Added 489.47%
|