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 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
5.83K+ 6.39% |
$201K - $253K
|
97K
$3.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5.71K+ 2.59% |
$197K - $249K
|
226K
$8.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.28KNew |
$182K - $230K
|
5.28K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.18KNew |
$178K - $225K
|
5.18K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.15K+ 41.77% |
$177K - $224K
|
17.5K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
4.6K+ 1.79% |
$158K - $200K
|
262K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.51K+ 49.44% |
$155K - $196K
|
13.6K
$532K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.48K+ 8.18% |
$154K - $195K
|
59.2K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.48K+ 8.18% |
$154K - $195K
|
59.2K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.23KNew |
$146K - $184K
|
4.23K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
4.22K+ 11.32% |
$145K - $184K
|
41.5K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4K+ 3.87% |
$138K - $174K
|
107K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
3.91K+ 21.43% |
$135K - $170K
|
22.2K
$864K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
3.83K+ 6.13% |
$132K - $166K
|
66.2K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.7K+ 23.88% |
$127K - $161K
|
19.2K
$748K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.69K+ 8.98% |
$127K - $161K
|
44.8K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.84K+ 6.57% |
$97.8K - $124K
|
46K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.67KNew |
$92K - $116K
|
2.67K
$104K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.67KNew |
$92K - $116K
|
2.67K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.67K+ 12.55% |
$91.9K - $116K
|
23.9K
$933K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.57K+ 30.75% |
$88.3K - $112K
|
10.9K
$425K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.34K+ 9.72% |
$80.7K - $102K
|
26.5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.31K+ 3.01% |
$79.5K - $100K
|
79.1K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.17K+ 28.22% |
$74.9K - $94.6K
|
9.88K
$385K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.05K+ 44.99% |
$70.6K - $89.2K
|
6.61K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.9K+ 475.25% |
$65.5K - $82.7K
|
2.3K
$89.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
1.9K+ 8.48% |
$65.4K - $82.7K
|
24.3K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.89K+ 5.46% |
$65K - $82.1K
|
36.5K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.8K+ 1.79% |
$62K - $78.3K
|
103K
$4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.77K+ 25.8% |
$60.9K - $76.9K
|
8.62K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.61K+ 14.33% |
$55.5K - $70.1K
|
12.9K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 16.27% |
$48.7K - $61.6K
|
10.1K
$394K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.39KNew |
$48K - $60.7K
|
1.39K
$54.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.21K+ 1.43% |
$41.7K - $52.7K
|
85.7K
$3.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.05KNew |
$36.2K - $45.8K
|
1.05K
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 7.51% |
$36.1K - $45.6K
|
15K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.02K+ 385.66% |
$35.2K - $44.5K
|
1.29K
$50.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1K+ 1.29% |
$34.4K - $43.5K
|
78.7K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
896+ 4.35% |
$30.9K - $39K
|
21.5K
$838K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
855+ 2.1% |
$29.4K - $37.2K
|
41.5K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
684+ 8.86% |
$23.6K - $29.8K
|
8.41K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
682+ 113.86% |
$23.5K - $29.7K
|
1.28K
$49.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
656+ 7.7% |
$22.6K - $28.5K
|
9.17K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
630New |
$21.7K - $27.4K
|
630
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
618+ 5.66% |
$21.3K - $26.9K
|
11.5K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
571+ 23.84% |
$19.7K - $24.8K
|
2.97K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
496+ 381.54% |
$17.1K - $21.6K
|
626
$24.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
493+ 0.95% |
$17K - $21.5K
|
52.7K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
468+ 65.0% |
$16.1K - $20.4K
|
1.19K
$46.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
417New |
$14.4K - $18.1K
|
417
$16.3K
|