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 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.21K+ 4.22% |
$95.7K - $117K
|
54.7K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$94.1K - $115K
|
2.18K
$84.8K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.14K+ 46.89% |
$92.7K - $113K
|
6.72K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.05K+ 70.52% |
$88.7K - $108K
|
4.96K
$193K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.93K+ 9650.0% |
$83.4K - $102K
|
1.95K
$76K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.91K+ 7.48% |
$82.6K - $101K
|
27.4K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.88K+ 18.81% |
$81.4K - $99.4K
|
11.9K
$464K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.77K+ 44.09% |
$76.6K - $93.5K
|
5.79K
$226K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.72K+ 7.7% |
$74.3K - $90.6K
|
24K
$937K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.66K+ 10.09% |
$71.7K - $87.5K
|
18.1K
$705K
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.62K+ 0.29% |
$70.2K - $85.6K
|
569K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 538.52% |
$56.8K - $69.3K
|
1.56K
$60.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.18K+ 6.24% |
$50.8K - $62K
|
20K
$780K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 1.49% |
$50.5K - $61.7K
|
79.5K
$3.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
1.16K+ 5.65% |
$50K - $61K
|
21.6K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
1.11K+ 15.62% |
$47.9K - $58.4K
|
8.19K
$319K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.01KNew |
$43.8K - $53.5K
|
1.01K
$39.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
1.01K+ 3.58% |
$43.6K - $53.2K
|
29.2K
$1.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
989+ 17.76% |
$42.8K - $52.2K
|
6.56K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
856+ 8.71% |
$37K - $45.2K
|
10.7K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
843+ 5.45% |
$36.4K - $44.5K
|
16.3K
$636K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
826+ 11.05% |
$35.7K - $43.6K
|
8.3K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
791+ 34.17% |
$34.2K - $41.7K
|
3.11K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
774+ 4552.94% |
$33.5K - $40.8K
|
791
$30.8K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
732+ 9.96% |
$31.6K - $38.6K
|
8.08K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
727+ 4.37% |
$31.4K - $38.4K
|
17.4K
$677K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
705+ 7.26% |
$30.5K - $37.2K
|
10.4K
$406K
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
700+ 2.54% |
$30.3K - $36.9K
|
28.2K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
670+ 4.76% |
$29K - $35.3K
|
14.7K
$574K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
660+ 725.27% |
$28.5K - $34.8K
|
751
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
653+ 13.74% |
$28.2K - $34.5K
|
5.4K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
625+ 0.94% |
$27K - $33K
|
66.8K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
613+ 1.08% |
$26.5K - $32.3K
|
57.3K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
613+ 7.24% |
$26.5K - $32.3K
|
9.08K
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.05% |
$25.9K - $31.7K
|
57.9K
$2.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
500New |
$21.6K - $26.4K
|
500
$19.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
485+ 461.9% |
$21K - $25.6K
|
590
$23K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
482+ 6.74% |
$20.8K - $25.4K
|
7.63K
$297K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
444+ 64.44% |
$19.2K - $23.4K
|
1.13K
$44.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
437+ 1.37% |
$18.9K - $23.1K
|
32.4K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
370New |
$16K - $19.5K
|
370
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
349New |
$15.1K - $18.4K
|
349
$13.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
340+ 63.91% |
$14.7K - $17.9K
|
872
$34K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
329New |
$14.2K - $17.4K
|
329
$12.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
300+ 2.79% |
$13K - $15.8K
|
11K
$430K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
293+ 1.1% |
$12.7K - $15.5K
|
26.9K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
254+ 1.42% |
$11K - $13.4K
|
18.2K
$708K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
253+ 0.42% |
$10.9K - $13.3K
|
59.9K
$2.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
223+ 282.28% |
$9.64K - $11.8K
|
302
$11.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
199New |
$8.6K - $10.5K
|
199
$7.76K
|