Purchases and Sales Made in Q4 2024 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 2024. 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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
836K+ 22.02% |
$30.6M - $38.5M
|
4.63M
$188M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
636KNew |
$23.3M - $29.3M
|
636K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
569KNew |
$20.8M - $26.2M
|
569K
$23.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
354K+ 214.72% |
$13M - $16.3M
|
519K
$21.1M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
297K+ 8.76% |
$10.9M - $13.7M
|
3.68M
$150M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
256KNew |
$9.37M - $11.8M
|
256K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139KNew |
$5.1M - $6.42M
|
139K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
113KNew |
$4.12M - $5.18M
|
113K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
68.8K+ 6.26% |
$2.52M - $3.17M
|
1.17M
$47.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
39.3K+ 19.52% |
$1.44M - $1.81M
|
241K
$9.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
35.4KNew |
$1.3M - $1.63M
|
35.4K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34.9K+ 105.19% |
$1.28M - $1.61M
|
68.1K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
32.8K+ 2.68% |
$1.2M - $1.51M
|
1.26M
$51M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
31.7K+ 0.21% |
$1.16M - $1.46M
|
15.2M
$617M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
31.6K+ 31.37% |
$1.16M - $1.45M
|
132K
$5.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
30.3K+ 84.93% |
$1.11M - $1.4M
|
66.1K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
30.3K+ 277.78% |
$1.11M - $1.39M
|
41.2K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
28K+ 202.67% |
$1.02M - $1.29M
|
41.8K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
27.8KNew |
$1.02M - $1.28M
|
27.8K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
27.5K+ 28.88% |
$1.01M - $1.26M
|
123K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
27.1KNew |
$993K - $1.25M
|
27.1K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
26.1K+ 102.81% |
$955K - $1.2M
|
51.5K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 20.37% |
$922K - $1.16M
|
149K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
24.9KNew |
$912K - $1.15M
|
24.9K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
24.7KNew |
$903K - $1.14M
|
24.7K
$1M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
21.5KNew |
$787K - $989K
|
21.5K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 80.71% |
$774K - $973K
|
47.3K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
21KNew |
$768K - $967K
|
21K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
19.4KNew |
$711K - $894K
|
19.4K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
BUY
|
- |
18.8KNew |
$687K - $865K
|
18.8K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
17.3K+ 16.48% |
$634K - $798K
|
123K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.2KNew |
$629K - $791K
|
17.2K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
14.6K+ 6.72% |
$536K - $674K
|
233K
$9.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
14.1K+ 13.77% |
$516K - $649K
|
116K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.4KNew |
$453K - $570K
|
12.4K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.2K+ 3.31% |
$409K - $515K
|
349K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.2KNew |
$409K - $515K
|
11.2K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.7KNew |
$392K - $493K
|
10.7K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.4K+ 200.33% |
$380K - $478K
|
15.6K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.2KNew |
$374K - $471K
|
10.2K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.83KNew |
$323K - $407K
|
8.83K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.53KNew |
$312K - $393K
|
8.53K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8K+ 11.61% |
$293K - $368K
|
76.9K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.89K+ 2.04% |
$289K - $363K
|
394K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.54KNew |
$276K - $347K
|
7.54K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.41KNew |
$234K - $295K
|
6.41K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.82K+ 5.25% |
$213K - $268K
|
117K
$4.73M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.58K+ 13.21% |
$204K - $257K
|
47.8K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 517.91% |
$127K - $160K
|
4.14K
$168K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
3.09K+ 16.53% |
$113K - $142K
|
21.8K
$884K
|