Purchases and Sales Made in Q1 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q1 2024. 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 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.86K+ 19.17% |
$209K - $292K
|
36.5K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.41KNew |
$192K - $270K
|
5.41K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.24K+ 46.04% |
$186K - $261K
|
16.6K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.87KNew |
$173K - $243K
|
4.87K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.75KNew |
$169K - $237K
|
4.75K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.74KNew |
$169K - $236K
|
4.74K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.72KNew |
$168K - $235K
|
4.72K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.67KNew |
$166K - $233K
|
4.67K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
4.65K+ 114.84% |
$165K - $232K
|
8.7K
$339K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.57KNew |
$163K - $228K
|
4.57K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.48K+ 7.27% |
$159K - $223K
|
66.2K
$2.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33K+ 72.58% |
$154K - $216K
|
10.3K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.21KNew |
$150K - $210K
|
4.21K
$164K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.07KNew |
$145K - $203K
|
4.07K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.05KNew |
$144K - $202K
|
4.05K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.02KNew |
$143K - $200K
|
4.02K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.9K+ 17.81% |
$139K - $194K
|
25.8K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.77K+ 6.06% |
$134K - $188K
|
65.9K
$2.57M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.76K+ 15.71% |
$134K - $187K
|
27.7K
$1.08M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.4K+ 226.67% |
$121K - $169K
|
4.9K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.39K+ 537.78% |
$120K - $169K
|
4.02K
$157K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.32K+ 11.51% |
$118K - $165K
|
32.2K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3.17K+ 31.15% |
$113K - $158K
|
13.4K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.15K+ 3.21% |
$112K - $157K
|
101K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.91KNew |
$103K - $145K
|
2.91K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.72K+ 1.69% |
$96.8K - $136K
|
164K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.61K+ 20.32% |
$92.9K - $130K
|
15.5K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 1.68% |
$90.3K - $127K
|
153K
$5.97M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.47K+ 27.93% |
$87.8K - $123K
|
11.3K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 23.22% |
$69.8K - $97.9K
|
10.4K
$406K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 2.5% |
$69.8K - $97.8K
|
80.3K
$3.13M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 2.5% |
$69.8K - $97.8K
|
80.3K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
1.89K+ 1.9% |
$67.2K - $94.2K
|
101K
$3.94M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.35K+ 1.88% |
$47.9K - $67.2K
|
73.1K
$2.85M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.34K+ 31.79% |
$47.8K - $66.9K
|
5.57K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.2K+ 5.42% |
$42.7K - $59.9K
|
23.4K
$911K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.14KNew |
$40.6K - $57K
|
1.14K
$44.5K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.07K+ 6.07% |
$37.9K - $53.1K
|
18.6K
$725K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03KNew |
$36.6K - $51.2K
|
1.03K
$40.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
1K+ 1.15% |
$35.7K - $50K
|
88.1K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
906+ 0.85% |
$32.2K - $45.2K
|
107K
$4.18M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
813+ 9.43% |
$28.9K - $40.5K
|
9.43K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
810+ 6.11% |
$28.8K - $40.4K
|
14.1K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
696+ 10.26% |
$24.7K - $34.7K
|
7.48K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
610New |
$21.7K - $30.4K
|
610
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
602+ 0.05% |
$21.4K - $30K
|
1.11M
$43.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
599+ 665.56% |
$21.3K - $29.9K
|
689
$26.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$17.8K - $24.9K
|
500
$19.5K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
494+ 0.81% |
$17.6K - $24.6K
|
61.7K
$2.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
474+ 509.68% |
$16.9K - $23.6K
|
567
$22.1K
|