Purchases and Sales Made in Q4 2021 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.2K+ 30.71% |
$114K - $158K
|
17.9K
$697K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.8K+ 1.6% |
$103K - $143K
|
242K
$9.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.23K+ 20.84% |
$87.5K - $122K
|
18.8K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.85K+ 2.14% |
$77.2K - $107K
|
136K
$5.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.48K+ 1.01% |
$67.1K - $93.4K
|
247K
$9.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.44K+ 5.51% |
$65.9K - $91.8K
|
46.6K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.1K+ 26.58% |
$56.8K - $79.1K
|
10K
$390K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.89KNew |
$51.1K - $71.2K
|
1.89K
$73.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.75K+ 27.79% |
$47.4K - $65.9K
|
8.05K
$314K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 1.2% |
$45.2K - $62.9K
|
141K
$5.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5KNew |
$40.6K - $56.5K
|
1.5K
$58.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
1.49K+ 6.84% |
$40.3K - $56.2K
|
23.3K
$908K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.13K+ 7.63% |
$30.4K - $42.4K
|
15.9K
$619K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.11KNew |
$30.1K - $41.8K
|
1.11K
$43.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.09K+ 13.39% |
$29.5K - $41K
|
9.23K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.07K+ 1.0% |
$29K - $40.4K
|
108K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
881+ 9.11% |
$23.8K - $33.2K
|
10.5K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
780+ 0.07% |
$21.1K - $29.4K
|
1.08M
$42.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
757+ 1.33% |
$20.5K - $28.5K
|
57.7K
$2.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
730+ 1.53% |
$19.8K - $27.5K
|
48.4K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
723New |
$19.6K - $27.2K
|
723
$28.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
644+ 6.66% |
$17.4K - $24.3K
|
10.3K
$402K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
540+ 10.41% |
$14.6K - $20.3K
|
5.73K
$223K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
512+ 1.68% |
$13.9K - $19.3K
|
31K
$1.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
431+ 2.67% |
$11.7K - $16.2K
|
16.6K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
402+ 1.81% |
$10.9K - $15.1K
|
22.7K
$883K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.68% |
$10.8K - $15.1K
|
58.8K
$2.29M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
380New |
$10.3K - $14.3K
|
380
$14.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
361New |
$9.77K - $13.6K
|
361
$14.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
333New |
$9.01K - $12.5K
|
333
$13K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
304+ 223.53% |
$8.23K - $11.4K
|
440
$17.1K
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
232+ 8.0% |
$6.28K - $8.74K
|
3.13K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
175New |
$4.74K - $6.59K
|
175
$6.82K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
157New |
$4.25K - $5.91K
|
157
$6.12K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
110New |
$2.98K - $4.14K
|
110
$4.29K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
100New |
$2.71K - $3.77K
|
100
$3.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 4.5% |
$2.35K - $3.28K
|
2.02K
$78.7K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85New |
$2.3K - $3.2K
|
85
$3.31K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 33.2% |
$2.25K - $3.13K
|
333
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
78+ 0.17% |
$2.11K - $2.94K
|
45.5K
$1.77M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
71+ 4.14% |
$1.92K - $2.67K
|
1.79K
$69.7K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 1.97% |
$785 - $1.09K
|
1.5K
$58.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 12.18% |
$649 - $904
|
221
$8.61K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
21New |
$568 - $791
|
21
$818
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
14+ 0.02% |
$379 - $527
|
87.1K
$3.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11New |
$298 - $414
|
11
$429
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
8New |
$216 - $301
|
8
$312
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6+ 0.08% |
$162 - $226
|
7.71K
$300K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|