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 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-41- 0.54% |
$1.77K - $2.16K
|
7.62K
$297K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-44- 40.0% |
$1.9K - $2.32K
|
66
$2.57K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-56- 1.93% |
$2.42K - $2.95K
|
2.85K
$111K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-100- 1.35% |
$4.32K - $5.28K
|
7.33K
$286K
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.59% |
$4.32K - $5.28K
|
16.9K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110- 52.63% |
$4.76K - $5.8K
|
99
$3.86K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-142- 34.63% |
$6.14K - $7.49K
|
268
$10.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 10.51% |
$7.95K - $9.71K
|
1.57K
$61.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-195- 23.52% |
$8.43K - $10.3K
|
634
$24.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-198- 0.79% |
$8.56K - $10.4K
|
24.8K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-200- 3.85% |
$8.65K - $10.6K
|
4.99K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-216- 1.92% |
$9.34K - $11.4K
|
11.1K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-223- 3.8% |
$9.64K - $11.8K
|
5.65K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-272- 9.53% |
$11.8K - $14.4K
|
2.58K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-290- 5.69% |
$12.5K - $15.3K
|
4.81K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-292- 3.1% |
$12.6K - $15.4K
|
9.14K
$356K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-300- 20.0% |
$13K - $15.8K
|
1.2K
$46.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-304- 53.62% |
$13.1K - $16K
|
263
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-313- 0.99% |
$13.5K - $16.5K
|
31.4K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-354- 3.06% |
$15.3K - $18.7K
|
11.2K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-404- 4.13% |
$17.5K - $21.3K
|
9.37K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-466- 6.39% |
$20.1K - $24.6K
|
6.83K
$266K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-510- 6.39% |
$22K - $26.9K
|
7.47K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-520- 0.54% |
$22.5K - $27.4K
|
95.7K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-584- 8.76% |
$25.2K - $30.8K
|
6.08K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-793- 0.99% |
$34.3K - $41.8K
|
79.5K
$3.1M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-793- 0.99% |
$34.3K - $41.8K
|
79.5K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-794- 5.35% |
$34.3K - $41.9K
|
14.1K
$548K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-826- 12.32% |
$35.7K - $43.6K
|
5.88K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-904- 9.61% |
$39.1K - $47.7K
|
8.5K
$331K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.02K- 5.14% |
$44.3K - $54K
|
18.9K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 35.73% |
$47.4K - $57.9K
|
1.97K
$76.9K
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.11K- 0.62% |
$47.9K - $58.4K
|
177K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-1.17K- 9.79% |
$50.4K - $61.6K
|
10.7K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
SELL
|
- |
-1.21K- 13.6% |
$52.2K - $63.7K
|
7.67K
$299K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.27K- 4.6% |
$55K - $67.2K
|
26.4K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.42K- 3.88% |
$61.3K - $74.9K
|
35.2K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.58K- 3.8% |
$68.4K - $83.5K
|
40.1K
$1.56M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.77K- 2.8% |
$76.4K - $93.2K
|
61.3K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-1.8K- 7.63% |
$77.8K - $95K
|
21.8K
$850K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.81K- 19.25% |
$78.1K - $95.3K
|
7.58K
$295K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.9K- 0.83% |
$82.1K - $100K
|
228K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.91K- 5.24% |
$82.7K - $101K
|
34.5K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 6.9% |
$83.3K - $102K
|
26K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.93K- 9.14% |
$83.5K - $102K
|
19.2K
$748K
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 0.2% |
$87.2K - $106K
|
1.01M
$39.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-2.12K- 7.63% |
$91.5K - $112K
|
25.6K
$999K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.31K- 3.75% |
$99.9K - $122K
|
59.4K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.47K- 28.77% |
$107K - $130K
|
6.12K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.52K- 8.19% |
$109K - $133K
|
28.2K
$1.1M
|