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
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.5K- 7.31% |
$86.1K - $109K
|
31.7K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.66K- 23.26% |
$91.5K - $116K
|
8.77K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.98K- 6.36% |
$103K - $130K
|
43.9K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.1K- 24.22% |
$107K - $135K
|
9.7K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.1K- 5.22% |
$107K - $135K
|
56.4K
$2.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.31K- 9.16% |
$114K - $144K
|
32.8K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.33K- 0.72% |
$115K - $145K
|
462K
$18M
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-3.47K- 38.34% |
$120K - $151K
|
5.58K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.5K- 5.62% |
$121K - $152K
|
58.8K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.82K- 13.52% |
$131K - $166K
|
24.4K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-4.03K- 26.11% |
$139K - $175K
|
11.4K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-4.8K- 13.71% |
$165K - $209K
|
30.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.9K- 31.12% |
$169K - $213K
|
10.8K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-5.19K- 76.45% |
$179K - $226K
|
1.6K
$62.3K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.23KClosed |
$180K - $228K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.23K- 68.21% |
$214K - $271K
|
2.9K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-6.43K- 53.45% |
$221K - $280K
|
5.6K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-6.75K- 19.09% |
$232K - $294K
|
28.6K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.95K- 3.74% |
$239K - $302K
|
179K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-7.55K- 7.13% |
$260K - $328K
|
98.3K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.59K- 4.9% |
$261K - $330K
|
147K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.9K- 5.94% |
$272K - $344K
|
125K
$4.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.12K- 2.08% |
$280K - $353K
|
383K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.73K- 17.19% |
$301K - $380K
|
42.1K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.14K- 2.29% |
$315K - $398K
|
389K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.1K- 2.36% |
$347K - $438K
|
416K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-11.8K- 39.4% |
$405K - $512K
|
18.1K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-14.2K- 58.65% |
$490K - $618K
|
10K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16K- 21.85% |
$552K - $697K
|
57.3K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-17.7K- 19.91% |
$611K - $772K
|
71.4K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-17.8K- 6.42% |
$612K - $774K
|
259K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-19.3K- 7.97% |
$664K - $839K
|
223K
$8.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-20.2K- 35.84% |
$694K - $877K
|
36.1K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-21.1K- 4.33% |
$726K - $918K
|
466K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 2.11% |
$748K - $946K
|
1.01M
$39.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23.9K- 3.37% |
$823K - $1.04M
|
685K
$26.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-27.5K- 81.91% |
$948K - $1.2M
|
6.08K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.1K- 27.97% |
$967K - $1.22M
|
72.3K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-30.3K- 13.97% |
$1.04M - $1.32M
|
186K
$7.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-31.1K- 11.74% |
$1.07M - $1.35M
|
234K
$9.12M
|
|
|
Feb 12, 2024
Q4 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-31.7K- 23.17% |
$1.09M - $1.38M
|
105K
$4.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 16.59% |
$1.1M - $1.39M
|
161K
$6.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 5.64% |
$1.32M - $1.67M
|
642K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-38.5K- 61.77% |
$1.33M - $1.67M
|
23.8K
$928K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-41K- 56.88% |
$1.41M - $1.78M
|
31.1K
$1.21M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-45.1K- 36.84% |
$1.55M - $1.96M
|
77.3K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-47K- 77.87% |
$1.62M - $2.05M
|
13.4K
$521K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-50.7K- 15.51% |
$1.75M - $2.21M
|
276K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-54.2K- 68.36% |
$1.87M - $2.36M
|
25.1K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-62.5K- 43.17% |
$2.15M - $2.72M
|
82.3K
$3.21M
|