Purchases and Sales Made in Q3 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-8- 0.01% |
$241 - $343
|
58.2K
$2.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-23- 10.95% |
$694 - $987
|
187
$7.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33- 64.71% |
$996 - $1.42K
|
18
$731
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-132- 1.08% |
$3.98K - $5.67K
|
12K
$489K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-140- 14.89% |
$4.23K - $6.01K
|
800
$32.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-169- 0.21% |
$5.1K - $7.26K
|
79.2K
$3.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-173- 0.44% |
$5.22K - $7.43K
|
38.9K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-174- 2.2% |
$5.25K - $7.47K
|
7.72K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-197- 1.7% |
$5.95K - $8.46K
|
11.4K
$464K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-220- 0.62% |
$6.64K - $9.44K
|
35.5K
$1.44M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-220- 0.62% |
$6.64K - $9.44K
|
35.5K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-315- 8.79% |
$9.51K - $13.5K
|
3.27K
$133K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-354- 4.19% |
$10.7K - $15.2K
|
8.1K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-358- 3.19% |
$10.8K - $15.4K
|
10.9K
$442K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-379- 4.28% |
$11.4K - $16.3K
|
8.48K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-398- 5.6% |
$12K - $17.1K
|
6.71K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-465- 1.61% |
$14K - $20K
|
28.4K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-509- 5.53% |
$15.4K - $21.9K
|
8.7K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-522- 2.78% |
$15.8K - $22.4K
|
18.3K
$741K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 61.25% |
$16.3K - $23.1K
|
341
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-554- 0.43% |
$16.7K - $23.8K
|
127K
$5.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-574- 1.56% |
$17.3K - $24.6K
|
36.2K
$1.47M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-656- 7.15% |
$19.8K - $28.2K
|
8.52K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-701- 0.18% |
$21.2K - $30.1K
|
399K
$16.2M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-871- 1.36% |
$26.3K - $37.4K
|
63.1K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.44K- 1.04% |
$43.6K - $62K
|
137K
$5.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.52K- 3.14% |
$45.9K - $65.3K
|
46.9K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 21.15% |
$47.7K - $67.8K
|
5.89K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-1.87K- 19.41% |
$56.3K - $80.2K
|
7.75K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.02K- 36.78% |
$60.9K - $86.6K
|
3.47K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.02K- 0.47% |
$60.9K - $86.7K
|
426K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.1K- 23.65% |
$63.5K - $90.3K
|
6.79K
$276K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.19K- 22.15% |
$66.2K - $94.1K
|
7.7K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.21K- 2.36% |
$66.6K - $94.8K
|
91.5K
$3.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.3K- 6.12% |
$69.4K - $98.7K
|
35.3K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.74K- 11.64% |
$82.7K - $118K
|
20.8K
$845K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.77K- 19.36% |
$83.4K - $119K
|
11.5K
$468K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.9K- 4.58% |
$87.5K - $124K
|
60.4K
$2.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-3K- 8.31% |
$90.5K - $129K
|
33.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.13K- 2.87% |
$94.6K - $134K
|
106K
$4.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.25K- 6.91% |
$98K - $139K
|
43.7K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 1.44% |
$122K - $174K
|
277K
$11.2M
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-4.06K- 10.79% |
$123K - $174K
|
33.6K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-4.11K- 9.18% |
$124K - $176K
|
40.7K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-4.53K- 10.84% |
$137K - $194K
|
37.3K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.67K- 62.26% |
$141K - $200K
|
2.83K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.67K- 31.21% |
$141K - $201K
|
10.3K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.92K- 0.72% |
$149K - $211K
|
681K
$27.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.03K- 7.47% |
$152K - $216K
|
62.3K
$2.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-5.21K- 20.8% |
$157K - $224K
|
19.8K
$806K
|