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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-92- 1.35% |
$3.27K - $4.59K
|
6.7K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-97- 1.35% |
$3.45K - $4.84K
|
7.09K
$276K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-99- 1.91% |
$3.52K - $4.94K
|
5.08K
$198K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-112- 3.78% |
$3.98K - $5.58K
|
2.85K
$111K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-114- 0.45% |
$4.05K - $5.68K
|
25K
$974K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-124- 29.74% |
$4.41K - $6.18K
|
293
$11.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-139- 5.18% |
$4.94K - $6.93K
|
2.54K
$99.1K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-162- 1.49% |
$5.76K - $8.08K
|
10.7K
$419K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-188- 5.77% |
$6.69K - $9.37K
|
3.07K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-230- 2.92% |
$8.18K - $11.5K
|
7.66K
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-241- 4.57% |
$8.57K - $12K
|
5.03K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-243- 3.84% |
$8.64K - $12.1K
|
6.09K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-251- 4.38% |
$8.93K - $12.5K
|
5.48K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257- 2.23% |
$9.14K - $12.8K
|
11.3K
$439K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-286- 2.83% |
$10.2K - $14.3K
|
9.82K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-301- 3.43% |
$10.7K - $15K
|
8.47K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-316- 5.83% |
$11.2K - $15.8K
|
5.1K
$199K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-335- 4.79% |
$11.9K - $16.7K
|
6.66K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-347- 51.03% |
$12.3K - $17.3K
|
333
$13K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-362- 3.04% |
$12.9K - $18K
|
11.6K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-418- 0.17% |
$14.9K - $20.8K
|
243K
$9.48M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-426- 2.09% |
$15.1K - $21.2K
|
19.9K
$777K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-492- 0.93% |
$17.5K - $24.5K
|
52.2K
$2.03M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-502- 5.93% |
$17.9K - $25K
|
7.96K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-575- 3.27% |
$20.4K - $28.7K
|
17K
$663K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-582- 1.38% |
$20.7K - $29K
|
41.7K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-591- 0.56% |
$21K - $29.5K
|
105K
$4.08M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-607- 6.04% |
$21.6K - $30.3K
|
9.44K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-610- 5.49% |
$21.7K - $30.4K
|
10.5K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-612- 8.49% |
$21.8K - $30.5K
|
6.6K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-618- 9.21% |
$22K - $30.8K
|
6.09K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-672- 0.18% |
$23.9K - $33.5K
|
382K
$14.9M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-700- 2.88% |
$24.9K - $34.9K
|
23.6K
$920K
|
|
|
May 15, 2024
Q1 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-724- 0.91% |
$25.7K - $36.1K
|
78.8K
$3.07M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-774- 97.85% |
$27.5K - $38.6K
|
17
$662
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-889- 69.4% |
$31.6K - $44.3K
|
392
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 1.55% |
$32K - $44.9K
|
57.3K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-946- 3.57% |
$33.6K - $47.2K
|
25.5K
$995K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-979- 11.64% |
$34.8K - $48.8K
|
7.43K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1K- 0.56% |
$35.6K - $49.9K
|
178K
$6.92M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.09K- 1.52% |
$38.7K - $54.3K
|
70.5K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.09K- 8.41% |
$38.9K - $54.5K
|
11.9K
$464K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.17K- 2.6% |
$41.5K - $58.2K
|
43.7K
$1.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.17K- 40.08% |
$41.6K - $58.4K
|
1.75K
$68.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.2K- 52.15% |
$42.7K - $59.8K
|
1.1K
$42.9K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-1.21K- 3.64% |
$42.9K - $60.2K
|
32K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.29K- 6.39% |
$45.7K - $64.1K
|
18.8K
$734K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.32K- 1.29% |
$47K - $66K
|
101K
$3.95M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.41K- 14.26% |
$50.1K - $70.2K
|
8.47K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.5K- 0.81% |
$53.4K - $74.8K
|
185K
$7.21M
|