Purchases and Sales Made in Q4 2022 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.14K+ 17.62% |
$38K - $54.9K
|
7.63K
$310K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.66% |
$37.1K - $53.5K
|
31.6K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
922+ 152.65% |
$30.7K - $44.2K
|
1.53K
$62K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
832+ 7.9% |
$27.7K - $39.9K
|
11.4K
$461K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
816+ 8.16% |
$27.1K - $39.2K
|
10.8K
$439K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
798+ 28.45% |
$26.5K - $38.3K
|
3.6K
$146K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
730New |
$24.3K - $35K
|
730
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
701+ 0.18% |
$23.3K - $33.6K
|
387K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
684+ 8.89% |
$22.8K - $32.8K
|
8.38K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
683New |
$22.7K - $32.8K
|
683
$27.7K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
651+ 0.77% |
$21.7K - $31.2K
|
85.5K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
650New |
$21.6K - $31.2K
|
650
$26.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
625+ 6.65% |
$20.8K - $30K
|
10K
$407K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
566+ 173.09% |
$18.8K - $27.2K
|
893
$36.3K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
506+ 1.05% |
$16.8K - $24.3K
|
48.8K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
506+ 1.05% |
$16.8K - $24.3K
|
48.8K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
500New |
$16.6K - $24K
|
500
$20.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
498+ 0.42% |
$16.6K - $23.9K
|
118K
$4.8M
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
445+ 0.23% |
$14.8K - $21.4K
|
198K
$8.04M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
439New |
$14.6K - $21.1K
|
439
$17.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
390+ 30.0% |
$13K - $18.7K
|
1.69K
$68.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
330New |
$11K - $15.8K
|
330
$13.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
326+ 4.46% |
$10.8K - $15.6K
|
7.63K
$310K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
326+ 4.46% |
$10.8K - $15.6K
|
7.63K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
321New |
$10.7K - $15.4K
|
321
$13K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
305+ 3.81% |
$10.1K - $14.6K
|
8.31K
$337K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300New |
$9.98K - $14.4K
|
300
$12.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$9.48K - $13.7K
|
285
$11.6K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
269New |
$8.95K - $12.9K
|
269
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
247+ 0.52% |
$8.22K - $11.9K
|
48.1K
$1.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 7.27% |
$5.26K - $7.58K
|
2.33K
$94.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150New |
$4.99K - $7.2K
|
150
$6.09K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$5.28K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$5.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124New |
$4.13K - $5.95K
|
124
$5.04K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
122+ 0.3% |
$4.06K - $5.85K
|
40.8K
$1.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
106+ 1.57% |
$3.53K - $5.09K
|
6.84K
$278K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
71+ 0.32% |
$2.36K - $3.41K
|
22.2K
$902K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
71New |
$2.36K - $3.41K
|
71
$2.88K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
69New |
$2.3K - $3.31K
|
69
$2.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
69+ 0.7% |
$2.3K - $3.31K
|
9.96K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68New |
$2.26K - $3.26K
|
68
$2.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53+ 0.66% |
$1.76K - $2.54K
|
8.14K
$330K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 8.33% |
$1.66K - $2.4K
|
650
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
35New |
$1.16K - $1.68K
|
35
$1.42K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
28+ 0.26% |
$932 - $1.34K
|
11K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$898 - $1.3K
|
27
$1.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$832 - $1.2K
|
25
$1.02K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 16.98% |
$599 - $864
|
124
$5.04K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16New |
$532 - $768
|
16
$650
|