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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 0.01% |
$499 - $720
|
140K
$5.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 63.16% |
$399 - $576
|
31
$1.26K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 23.81% |
$333 - $480
|
52
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$333 - $480
|
10
$406
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 11.59% |
$266 - $384
|
77
$3.13K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 8.64% |
$233 - $336
|
88
$3.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 4.62% |
$99.8 - $144
|
68
$2.76K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 10.0% |
$66.5 - $96
|
22
$893
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1Closed |
$33.3 - $48
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.73% |
$66.5 - $96
|
272
$11K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 13.64% |
$99.8 - $144
|
19
$772
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 60.0% |
$99.8 - $144
|
2
$81.2
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 4.47% |
$266 - $384
|
171
$6.94K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 10.11% |
$299 - $432
|
80
$3.25K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-9- 30.0% |
$299 - $432
|
21
$853
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 2.92% |
$566 - $816
|
566
$23K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.93% |
$798 - $1.15K
|
2.57K
$104K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-27- 0.36% |
$898 - $1.3K
|
7.44K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29- 17.9% |
$965 - $1.39K
|
133
$5.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-31- 0.16% |
$1.03K - $1.49K
|
19.5K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-36- 0.06% |
$1.2K - $1.73K
|
59.7K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-41- 4.73% |
$1.36K - $1.97K
|
826
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-75- 0.14% |
$2.5K - $3.6K
|
54.1K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 44.05% |
$3.33K - $4.8K
|
127
$5.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.51% |
$9.98K - $14.4K
|
58.3K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-310- 3.34% |
$10.3K - $14.9K
|
8.97K
$364K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-325- 32.34% |
$10.8K - $15.6K
|
680
$27.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-355- 15.92% |
$11.8K - $17K
|
1.88K
$76.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-387- 0.74% |
$12.9K - $18.6K
|
51.9K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-507- 0.76% |
$16.9K - $24.3K
|
66K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-577- 17.4% |
$19.2K - $27.7K
|
2.74K
$111K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-601- 2.73% |
$20K - $28.8K
|
21.4K
$868K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-647- 7.6% |
$21.5K - $31K
|
7.87K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-678- 7.09% |
$22.6K - $32.5K
|
8.89K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-727- 8.85% |
$24.2K - $34.9K
|
7.49K
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-763- 9.01% |
$25.4K - $36.6K
|
7.7K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-769- 0.34% |
$25.6K - $36.9K
|
224K
$9.08M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-830- 1.96% |
$27.6K - $39.8K
|
41.5K
$1.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.12K- 8.56% |
$37.1K - $53.5K
|
11.9K
$483K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 4.34% |
$41.4K - $59.7K
|
27.4K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.32K- 0.59% |
$43.8K - $63.2K
|
223K
$9.07M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.44K- 9.03% |
$47.9K - $69.1K
|
14.5K
$589K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.67K- 2.79% |
$55.6K - $80.2K
|
58.1K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.73K- 3.55% |
$57.5K - $82.9K
|
47K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.29K- 6.51% |
$76.3K - $110K
|
32.9K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.4K- 17.0% |
$79.9K - $115K
|
11.7K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-2.71K- 6.27% |
$90K - $130K
|
40.4K
$1.64M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.02K- 4.04% |
$100K - $145K
|
71.6K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.15K- 1.17% |
$105K - $151K
|
266K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-3.29K- 36.58% |
$109K - $158K
|
5.71K
$232K
|