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 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$2.2K - $2.75K
|
87
$3.39K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
85+ 0.85% |
$2.15K - $2.69K
|
10K
$391K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
84+ 40.78% |
$2.12K - $2.66K
|
290
$11.3K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
75+ 8.47% |
$1.9K - $2.37K
|
961
$37.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
75New |
$1.9K - $2.37K
|
75
$2.92K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
53+ 0.39% |
$1.34K - $1.68K
|
13.8K
$536K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$1.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37New |
$936 - $1.17K
|
37
$1.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30New |
$759 - $949
|
30
$1.17K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 23.58% |
$632 - $791
|
131
$5.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
25+ 156.25% |
$632 - $791
|
41
$1.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$506 - $633
|
20
$779
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18+ 94.74% |
$455 - $569
|
37
$1.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 54.55% |
$455 - $569
|
51
$1.99K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14New |
$354 - $443
|
14
$546
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 220.0% |
$278 - $348
|
16
$624
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 220.0% |
$278 - $348
|
16
$624
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 42.11% |
$202 - $253
|
27
$1.05K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8+ 88.89% |
$202 - $253
|
17
$662
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4+ 0.54% |
$101 - $127
|
749
$29.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.92% |
$25.3 - $31.6
|
53
$2.07K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.92% |
$25.3 - $31.6
|
53
$2.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 2.47% |
$50.6 - $63.3
|
79
$3.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.74% |
$50.6 - $63.3
|
270
$10.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 40.74% |
$278 - $348
|
16
$624
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 42.22% |
$481 - $601
|
26
$1.01K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 8.29% |
$860 - $1.08K
|
376
$14.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 8.29% |
$860 - $1.08K
|
376
$14.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-55- 40.44% |
$1.39K - $1.74K
|
81
$3.16K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-65- 0.56% |
$1.64K - $2.06K
|
11.6K
$453K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-68- 73.91% |
$1.72K - $2.15K
|
24
$935
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-79- 0.14% |
$2K - $2.5K
|
58.2K
$2.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 71.43% |
$2.28K - $2.85K
|
36
$1.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-96- 1.07% |
$2.43K - $3.04K
|
8.86K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-102- 1.41% |
$2.58K - $3.23K
|
7.11K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-112- 0.23% |
$2.83K - $3.54K
|
48.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-246- 3.74% |
$6.22K - $7.78K
|
6.34K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-458- 5.33% |
$11.6K - $14.5K
|
8.13K
$317K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-469- 1.0% |
$11.9K - $14.8K
|
46.3K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-485- 5.17% |
$12.3K - $15.3K
|
8.89K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-791- 6.7% |
$20K - $25K
|
11K
$429K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-850- 0.9% |
$21.5K - $26.9K
|
93.7K
$3.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-864- 8.65% |
$21.9K - $27.3K
|
9.13K
$356K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-871- 1.36% |
$22K - $27.5K
|
63.1K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 1.0% |
$35.3K - $44.1K
|
138K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.44K- 5.89% |
$36.4K - $45.5K
|
23K
$897K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.46K- 13.82% |
$37K - $46.3K
|
9.13K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.5K- 9.49% |
$37.9K - $47.4K
|
14.3K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.71K- 2.58% |
$43.2K - $54.1K
|
64.5K
$2.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.73K- 4.86% |
$43.7K - $54.7K
|
33.9K
$1.32M
|