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 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
400New |
$14.2K - $19.9K
|
400
$15.6K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 5.77% |
$14.2K - $19.8K
|
7.29K
$284K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
355New |
$12.6K - $17.7K
|
355
$13.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
332+ 66.8% |
$11.8K - $16.6K
|
829
$32.3K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
326+ 0.73% |
$11.6K - $16.3K
|
45K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
228+ 1425.0% |
$8.11K - $11.4K
|
244
$9.51K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
209+ 2.27% |
$7.43K - $10.4K
|
9.4K
$366K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
206+ 54.93% |
$7.33K - $10.3K
|
581
$22.6K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
184+ 140.46% |
$6.54K - $9.17K
|
315
$12.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
176+ 49.44% |
$6.26K - $8.77K
|
532
$20.7K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
125+ 1.59% |
$4.45K - $6.23K
|
7.98K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
97New |
$3.45K - $4.84K
|
97
$3.78K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
93New |
$3.31K - $4.64K
|
93
$3.62K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
89+ 0.64% |
$3.16K - $4.44K
|
14.1K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85+ 14.17% |
$3.02K - $4.24K
|
685
$26.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
80+ 11.43% |
$2.84K - $3.99K
|
780
$30.4K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
79New |
$2.81K - $3.94K
|
79
$3.08K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
50New |
$1.78K - $2.49K
|
50
$1.95K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28+ 1.75% |
$996 - $1.4K
|
1.63K
$63.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
26+ 0.4% |
$925 - $1.3K
|
6.46K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
24+ 29.63% |
$853 - $1.2K
|
105
$4.09K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.21% |
$676 - $947
|
1.59K
$61.8K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 14.74% |
$498 - $698
|
109
$4.25K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 183.33% |
$391 - $548
|
17
$662
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$320 - $449
|
9
$351
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
9New |
$320 - $449
|
9
$351
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 0.95% |
$284 - $399
|
849
$33.1K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$249 - $349
|
7
$273
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.01% |
$142 - $199
|
58.1K
$2.26M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.53% |
$142 - $199
|
759
$29.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$71.1 - $99.7
|
2
$77.9
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2New |
$71.1 - $99.7
|
2
$77.9
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$35.6 - $49.9
|
107K
$4.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 10.71% |
$107 - $150
|
25
$974
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 10.87% |
$178 - $249
|
41
$1.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7- 8.05% |
$249 - $349
|
80
$3.12K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-23- 5.76% |
$818 - $1.15K
|
376
$14.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-24- 8.76% |
$853 - $1.2K
|
250
$9.74K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$541K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-25- 0.18% |
$889 - $1.25K
|
13.9K
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 37.63% |
$1.24K - $1.74K
|
58
$2.26K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-40- 80.0% |
$1.42K - $1.99K
|
10
$390
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-48- 19.67% |
$1.71K - $2.39K
|
196
$7.64K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.95% |
$1.78K - $2.49K
|
5.19K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 50.0% |
$1.81K - $2.54K
|
51
$1.99K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-54- 67.5% |
$1.92K - $2.69K
|
26
$1.01K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 18.49% |
$2.35K - $3.29K
|
291
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-88- 0.96% |
$3.13K - $4.39K
|
9.09K
$354K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-91- 50.0% |
$3.24K - $4.54K
|
91
$3.55K
|