Purchases and Sales Made in Q2 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
36.1KNew |
$912K - $1.14M
|
36.1K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
34.2KNew |
$865K - $1.08M
|
34.2K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
33.6K+ 429.97% |
$850K - $1.06M
|
41.4K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
31.6K+ 3.85% |
$798K - $998K
|
851K
$33.2M
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
31K+ 34.0% |
$784K - $981K
|
122K
$4.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Oslo Asset Management As
|
BUY
|
- |
30K+ 8.0% |
$759K - $949K
|
405K
$15.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
30K+ 13.79% |
$759K - $949K
|
248K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
27.8K+ 60.98% |
$703K - $880K
|
73.4K
$2.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
26.7K+ 5.27% |
$676K - $846K
|
535K
$20.8M
|
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
24.3K+ 1.05% |
$615K - $769K
|
2.34M
$91.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
24.1K+ 299.38% |
$610K - $763K
|
32.2K
$1.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
23.8K+ 172.2% |
$603K - $754K
|
37.7K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.3K+ 224.76% |
$588K - $736K
|
33.6K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
20.6K+ 1032.03% |
$521K - $651K
|
22.6K
$880K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
20.5KNew |
$520K - $650K
|
20.5K
$801K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
19.9K+ 4.89% |
$504K - $631K
|
428K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
19K+ 17.41% |
$480K - $600K
|
128K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$474K - $593K
|
18.8K
$731K
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
17.8KNew |
$449K - $562K
|
17.8K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
16KNew |
$405K - $507K
|
16K
$625K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
14.4K+ 47.33% |
$364K - $455K
|
44.8K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13.8K+ 4.64% |
$348K - $436K
|
310K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
13.4KNew |
$338K - $423K
|
13.4K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.3K+ 10.59% |
$335K - $419K
|
138K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
12.9KNew |
$327K - $409K
|
12.9K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.7KNew |
$321K - $402K
|
12.7K
$495K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11.8K+ 156.22% |
$299K - $374K
|
19.4K
$756K
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
11.8K+ 156.22% |
$299K - $374K
|
19.4K
$756K
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.7K+ 34.88% |
$297K - $371K
|
45.3K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
11.1K+ 21.73% |
$282K - $352K
|
62.4K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
11.1K+ 13.88% |
$281K - $351K
|
91.1K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6K+ 85.16% |
$268K - $335K
|
23K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.1KNew |
$255K - $319K
|
10.1K
$394K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10K+ 20.1% |
$254K - $317K
|
59.9K
$2.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.95K+ 33.7% |
$252K - $315K
|
39.5K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
9.39KNew |
$237K - $297K
|
9.39K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$233K - $291K
|
9.2K
$359K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.81KNew |
$223K - $279K
|
8.81K
$343K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.76KNew |
$222K - $277K
|
8.76K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.58KNew |
$217K - $271K
|
8.58K
$334K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
8.45KNew |
$214K - $267K
|
8.45K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
8.2K+ 29.39% |
$207K - $259K
|
36.1K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7.9KNew |
$200K - $250K
|
7.9K
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
7.88K+ 289.74% |
$199K - $249K
|
10.6K
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.5KNew |
$190K - $237K
|
7.5K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7.49KNew |
$189K - $237K
|
7.49K
$292K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.41KNew |
$187K - $234K
|
7.41K
$289K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
7.09KNew |
$179K - $224K
|
7.09K
$276K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.78K+ 4.72% |
$171K - $214K
|
150K
$5.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.65KNew |
$168K - $210K
|
6.65K
$259K
|