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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
34+ 309.09% |
$861 - $1.16K
|
45
$1.83K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25New |
$633 - $851
|
25
$1.02K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 39.66% |
$582 - $782
|
81
$3.29K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
19New |
$481 - $646
|
19
$772
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19New |
$481 - $646
|
19
$772
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 4.59% |
$456 - $612
|
410
$16.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 61.9% |
$329 - $442
|
34
$1.38K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7New |
$177 - $238
|
7
$284
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5New |
$127 - $170
|
5
$203
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$127 - $170
|
5
$203
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1- 1.89% |
$25.3 - $34
|
52
$2.11K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 8.57% |
$76 - $102
|
32
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 52.63% |
$253 - $340
|
9
$365
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-12- 0.13% |
$304 - $408
|
8.96K
$364K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 12.1% |
$380 - $510
|
109
$4.43K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-21- 26.25% |
$532 - $714
|
59
$2.4K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-24- 0.03% |
$608 - $816
|
87.9K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-34- 1.33% |
$861 - $1.16K
|
2.53K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-41- 0.35% |
$1.04K - $1.39K
|
11.7K
$475K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45- 13.64% |
$1.14K - $1.53K
|
285
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-50- 7.69% |
$1.27K - $1.7K
|
600
$24.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 76.47% |
$1.32K - $1.77K
|
16
$650
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-54- 76.06% |
$1.37K - $1.84K
|
17
$690
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-57- 6.9% |
$1.44K - $1.94K
|
769
$31.2K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-64- 92.75% |
$1.62K - $2.18K
|
5
$203
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-66- 24.26% |
$1.67K - $2.25K
|
206
$8.37K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-79- 0.52% |
$2K - $2.69K
|
15K
$609K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-87- 39.01% |
$2.2K - $2.96K
|
136
$5.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-90- 0.65% |
$2.28K - $3.06K
|
13.7K
$557K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-122- 98.39% |
$3.09K - $4.15K
|
2
$81.2
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-130Closed |
$3.29K - $4.42K
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-248- 98.02% |
$6.28K - $8.44K
|
5
$203
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-269Closed |
$6.81K - $9.15K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$7.6K - $10.2K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-369- 1.57% |
$9.34K - $12.6K
|
23.2K
$941K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-440- 77.74% |
$11.1K - $15K
|
126
$5.12K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-490- 6.36% |
$12.4K - $16.7K
|
7.21K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-501- 82.0% |
$12.7K - $17K
|
110
$4.47K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-599- 5.66% |
$15.2K - $20.4K
|
9.99K
$406K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-599- 5.66% |
$15.2K - $20.4K
|
9.99K
$406K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-616- 6.14% |
$15.6K - $21K
|
9.41K
$382K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-750- 44.38% |
$19K - $25.5K
|
940
$38.2K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-829- 9.32% |
$21K - $28.2K
|
8.06K
$327K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-858- 7.93% |
$21.7K - $29.2K
|
9.96K
$404K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 1.89% |
$27.9K - $37.4K
|
57.2K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 0.79% |
$28K - $37.6K
|
139K
$5.66M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.14K- 14.98% |
$28.9K - $38.9K
|
6.49K
$263K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.19K- 2.21% |
$30.2K - $40.6K
|
52.9K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.23K- 2.43% |
$31.2K - $41.9K
|
49.5K
$2.01M
|