Purchases and Sales Made in Q2 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
11KNew |
$475K - $580K
|
11K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
10.5KNew |
$454K - $554K
|
10.5K
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10.1K+ 75.47% |
$436K - $532K
|
23.4K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
9.84K+ 48.44% |
$425K - $519K
|
30.1K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.35K+ 10.88% |
$404K - $493K
|
95.2K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
9.35K+ 8.12% |
$404K - $493K
|
124K
$4.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
8.59K+ 0.84% |
$372K - $453K
|
1.03M
$40.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.55K+ 18.97% |
$369K - $451K
|
53.6K
$2.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
8.3KNew |
$359K - $438K
|
8.3K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
8.23K+ 3.77% |
$356K - $434K
|
226K
$8.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.81KNew |
$337K - $412K
|
7.81K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.64K+ 50.33% |
$330K - $403K
|
22.8K
$889K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.62K+ 73.17% |
$329K - $402K
|
18K
$703K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.38K+ 81.21% |
$319K - $389K
|
16.5K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.04K+ 4.88% |
$304K - $371K
|
151K
$5.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.83K+ 11.54% |
$295K - $360K
|
66K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
6.8KNew |
$294K - $359K
|
6.8K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.8K+ 24.68% |
$294K - $359K
|
34.3K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.96K+ 521.52% |
$258K - $315K
|
7.1K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
5.88KNew |
$254K - $310K
|
5.88K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.75K+ 5.71% |
$249K - $303K
|
106K
$4.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.32KNew |
$230K - $281K
|
5.32K
$207K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.2K+ 259900.0% |
$225K - $274K
|
5.2K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.12KNew |
$221K - $270K
|
5.12K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.01KNew |
$217K - $264K
|
5.01K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5K+ 80.0% |
$216K - $264K
|
11.3K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
5K+ 24.54% |
$216K - $264K
|
25.4K
$989K
|
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
4.95K+ 27.67% |
$214K - $261K
|
22.8K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.93KNew |
$213K - $260K
|
4.93K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.7KNew |
$203K - $248K
|
4.7K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.63KNew |
$200K - $244K
|
4.63K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.58K+ 38.42% |
$198K - $242K
|
16.5K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.87K+ 3.7% |
$167K - $204K
|
108K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.82K+ 11.03% |
$165K - $201K
|
38.4K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.54K+ 5.98% |
$153K - $187K
|
62.8K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43K+ 0.82% |
$148K - $181K
|
422K
$16.4M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3.4KNew |
$147K - $179K
|
3.4K
$132K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
3.22K+ 6.13% |
$139K - $170K
|
55.8K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.16K+ 50.71% |
$137K - $167K
|
9.4K
$366K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.16K+ 50.71% |
$137K - $167K
|
9.4K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.07K+ 76.28% |
$132K - $162K
|
7.08K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.06KNew |
$132K - $162K
|
3.06K
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.89K+ 4.2% |
$125K - $153K
|
71.8K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.86K+ 11.97% |
$123K - $151K
|
26.7K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.84K+ 6.5% |
$123K - $150K
|
46.5K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.7K+ 8.52% |
$117K - $142K
|
34.4K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
2.5K+ 21.0% |
$108K - $132K
|
14.4K
$561K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.41K+ 23.43% |
$104K - $127K
|
12.7K
$496K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.3KNew |
$99.4K - $121K
|
2.3K
$89.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.3KNew |
$99.2K - $121K
|
2.3K
$89.4K
|