Purchases and Sales Made in Q1 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q1 2023. The information is specifically focused on institutions that hold shares of SM Energy Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.91KNew |
$99K - $133K
|
3.91K
$159K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.82K+ 2.39% |
$96.8K - $130K
|
164K
$6.66M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
3.6K+ 12.68% |
$91.2K - $122K
|
32K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
3.15K+ 0.31% |
$79.8K - $107K
|
1.02M
$41.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.89K+ 42.66% |
$73.1K - $98.2K
|
9.66K
$392K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.35K+ 6.61% |
$59.5K - $79.9K
|
37.9K
$1.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.32K+ 6.38% |
$58.6K - $78.8K
|
38.6K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2KNew |
$50.5K - $67.9K
|
2K
$81K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.95K+ 100.0% |
$49.3K - $66.2K
|
3.89K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.7K+ 21.46% |
$43K - $57.8K
|
9.62K
$391K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.59K+ 8.75% |
$40.2K - $54K
|
19.7K
$802K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.58K+ 4.79% |
$39.9K - $53.6K
|
34.5K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.57K+ 33.0% |
$39.7K - $53.3K
|
6.31K
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.57K+ 0.4% |
$39.6K - $53.2K
|
394K
$16M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.29K+ 8.89% |
$32.6K - $43.9K
|
15.8K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.16K+ 14.05% |
$29.2K - $39.3K
|
9.38K
$381K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.1K+ 3.56% |
$27.9K - $37.4K
|
32K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
987+ 2.85% |
$25K - $33.6K
|
35.6K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
958+ 107.28% |
$24.3K - $32.6K
|
1.85K
$75.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
958+ 26.59% |
$24.3K - $32.6K
|
4.56K
$185K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
886New |
$22.4K - $30.1K
|
886
$36K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
816+ 43.52% |
$20.7K - $27.8K
|
2.69K
$109K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
745New |
$18.9K - $25.3K
|
745
$30.3K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
737+ 10.78% |
$18.7K - $25.1K
|
7.57K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
737+ 10.78% |
$18.7K - $25.1K
|
7.57K
$308K
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
655+ 0.0% |
$16.6K - $22.3K
|
15.5M
$630M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
375+ 375.0% |
$9.5K - $12.8K
|
475
$19.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
333+ 432.47% |
$8.43K - $11.3K
|
410
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
330+ 6.58% |
$8.36K - $11.2K
|
5.34K
$217K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
317+ 0.84% |
$8.03K - $10.8K
|
37.9K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
282+ 0.43% |
$7.14K - $9.59K
|
66.2K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
248+ 0.51% |
$6.28K - $8.44K
|
49.1K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226+ 169.92% |
$5.72K - $7.69K
|
359
$14.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
210+ 0.28% |
$5.32K - $7.14K
|
75.2K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
208+ 2.48% |
$5.27K - $7.08K
|
8.59K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 21.96% |
$3.8K - $5.1K
|
833
$33.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138+ 0.65% |
$3.49K - $4.69K
|
21.5K
$874K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
106+ 0.48% |
$2.68K - $3.61K
|
22.3K
$906K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
98New |
$2.48K - $3.33K
|
98
$3.98K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89+ 523.53% |
$2.25K - $3.03K
|
106
$4.3K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
84+ 161.54% |
$2.13K - $2.86K
|
136
$5.52K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 3550.0% |
$1.8K - $2.42K
|
73
$2.96K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
69New |
$1.75K - $2.35K
|
69
$2.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 40.96% |
$1.72K - $2.31K
|
234
$9.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 196.77% |
$1.54K - $2.08K
|
92
$3.74K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
60+ 9.9% |
$1.52K - $2.04K
|
666
$27K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
58New |
$1.47K - $1.97K
|
58
$2.36K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
37+ 0.05% |
$937 - $1.26K
|
75.1K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37+ 231.25% |
$937 - $1.26K
|
53
$2.15K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
36New |
$912 - $1.22K
|
36
$1.46K
|