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
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
399New |
$13.7K - $17.4K
|
399
$15.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
353+ 31.63% |
$12.2K - $15.4K
|
1.47K
$57.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
322+ 0.41% |
$11.1K - $14K
|
79.5K
$3.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
286+ 1.44% |
$9.85K - $12.4K
|
20.1K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
285+ 4.24% |
$9.82K - $12.4K
|
7K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
272+ 11.28% |
$9.37K - $11.8K
|
2.68K
$105K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
267+ 4.68% |
$9.2K - $11.6K
|
5.97K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
266+ 2.31% |
$9.16K - $11.6K
|
11.8K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
243New |
$8.37K - $10.6K
|
243
$9.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
228+ 2.1% |
$7.85K - $9.92K
|
11.1K
$433K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
225New |
$7.75K - $9.79K
|
225
$8.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
223New |
$7.68K - $9.7K
|
223
$8.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
220+ 666.67% |
$7.58K - $9.57K
|
253
$9.86K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
199+ 117.75% |
$6.85K - $8.66K
|
368
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
187+ 2.84% |
$6.44K - $8.14K
|
6.78K
$264K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
171+ 3.08% |
$5.89K - $7.44K
|
5.73K
$223K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
131New |
$4.51K - $5.7K
|
131
$5.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
113+ 70.19% |
$3.89K - $4.92K
|
274
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$3.1K - $3.92K
|
90
$3.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
81New |
$2.79K - $3.52K
|
81
$3.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
80New |
$2.76K - $3.48K
|
80
$3.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
69+ 23.96% |
$2.38K - $3K
|
357
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
60New |
$2.07K - $2.61K
|
60
$2.34K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 30.48% |
$1.96K - $2.48K
|
244
$9.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
57New |
$1.96K - $2.48K
|
57
$2.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
53+ 0.62% |
$1.83K - $2.31K
|
8.56K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 104.55% |
$1.58K - $2K
|
90
$3.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
45+ 0.02% |
$1.55K - $1.96K
|
183K
$7.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
40New |
$1.38K - $1.74K
|
40
$1.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
35+ 0.25% |
$1.21K - $1.52K
|
14K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 119.23% |
$1.07K - $1.35K
|
57
$2.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
29+ 0.41% |
$999 - $1.26K
|
7.18K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
28+ 0.1% |
$964 - $1.22K
|
27.5K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.82% |
$964 - $1.22K
|
1.57K
$61.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 5.93% |
$723 - $914
|
375
$14.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 43.75% |
$482 - $609
|
46
$1.79K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 4.09% |
$482 - $609
|
356
$13.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$413 - $522
|
12
$468
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6New |
$207 - $261
|
6
$234
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 6.9% |
$207 - $261
|
93
$3.62K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 4.08% |
$138 - $174
|
102
$3.97K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3+ 0.4% |
$103 - $131
|
755
$29.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 7.69% |
$68.9 - $87
|
28
$1.09K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 4.4% |
$138 - $174
|
87
$3.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 7.06% |
$207 - $261
|
79
$3.08K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 1.06% |
$310 - $392
|
841
$32.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-11- 0.09% |
$379 - $479
|
11.9K
$465K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20- 0.02% |
$689 - $870
|
128K
$4.99M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-32- 0.09% |
$1.1K - $1.39K
|
35.5K
$1.38M
|