Purchases and Sales Made in Q4 2023 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
BUY
|
- |
35.4KNew |
$1.22M - $1.54M
|
35.4K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30K+ 12.72% |
$1.03M - $1.3M
|
266K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
29.7KNew |
$1.02M - $1.29M
|
29.7K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
29.2KNew |
$1.01M - $1.27M
|
29.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
28.1K+ 98.73% |
$966K - $1.22M
|
56.5K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
24.4K+ 19.11% |
$839K - $1.06M
|
152K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.6K+ 10.72% |
$812K - $1.03M
|
244K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
22K+ 62.86% |
$758K - $957K
|
57K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
22KNew |
$757K - $957K
|
22K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
21.9KNew |
$754K - $953K
|
21.9K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
21.1K+ 11.9% |
$727K - $918K
|
198K
$7.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.9K+ 84.2% |
$684K - $864K
|
43.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.5K+ 66.35% |
$639K - $807K
|
46.5K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
18.4K+ 13.82% |
$632K - $799K
|
151K
$5.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
17.8K+ 10.17% |
$613K - $774K
|
193K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
17.7K+ 10.6% |
$609K - $769K
|
184K
$7.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 19.34% |
$594K - $751K
|
106K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
17KNew |
$584K - $738K
|
17K
$661K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
15.7K+ 18.76% |
$540K - $683K
|
99.3K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.6K+ 66.78% |
$539K - $680K
|
39.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.9K+ 1.08% |
$511K - $646K
|
1.4M
$54.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 448.88% |
$505K - $638K
|
17.9K
$699K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
14KNew |
$484K - $611K
|
14K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
13.9KNew |
$479K - $605K
|
13.9K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.7KNew |
$472K - $596K
|
13.7K
$534K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.5K+ 17.65% |
$465K - $587K
|
89.9K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
13.3K+ 162.42% |
$458K - $578K
|
21.5K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
BUY
|
- |
13KNew |
$448K - $566K
|
13K
$507K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.2KNew |
$351K - $443K
|
10.2K
$397K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
10.2KNew |
$351K - $443K
|
10.2K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.63K+ 81.82% |
$332K - $419K
|
21.4K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.36K+ 1.49% |
$322K - $407K
|
640K
$24.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.29K+ 17.56% |
$320K - $404K
|
62.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.19KNew |
$317K - $400K
|
9.19K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8.48K+ 169580.0% |
$292K - $369K
|
8.48K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.45KNew |
$291K - $368K
|
8.45K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
7.73KNew |
$266K - $336K
|
7.73K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
7.5K+ 58.27% |
$258K - $326K
|
20.4K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.44K+ 19.96% |
$256K - $324K
|
44.7K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
7.21KNew |
$248K - $314K
|
7.21K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.89KNew |
$237K - $300K
|
6.89K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.79KNew |
$234K - $296K
|
6.79K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.31KNew |
$217K - $275K
|
6.31K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.3K+ 41.11% |
$217K - $274K
|
21.6K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.25KNew |
$215K - $272K
|
6.25K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.13K+ 19.34% |
$211K - $267K
|
37.8K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.08K+ 13.35% |
$209K - $264K
|
51.6K
$2.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
5.99K+ 6.69% |
$206K - $260K
|
95.4K
$3.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
5.95KNew |
$205K - $259K
|
5.95K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.85KNew |
$202K - $255K
|
5.85K
$228K
|