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 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.34K+ 0.53% |
$85.5K - $108K
|
442K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 22.83% |
$75.2K - $94.5K
|
11K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.98K+ 4.83% |
$72.4K - $91K
|
42.9K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.57KNew |
$57.4K - $72.3K
|
1.57K
$63.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.53K+ 46.16% |
$56.1K - $70.6K
|
4.85K
$197K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.42K+ 12.42% |
$52.1K - $65.5K
|
12.9K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.37K+ 0.25% |
$50.1K - $63.1K
|
547K
$22.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.3K+ 5.54% |
$47.7K - $60K
|
24.8K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.29% |
$39.4K - $49.5K
|
84.5K
$3.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
736+ 51.0% |
$26.9K - $33.9K
|
2.18K
$88.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
726+ 13.17% |
$26.6K - $33.4K
|
6.24K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
677+ 5.87% |
$24.8K - $31.2K
|
12.2K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
BUY
|
- |
605+ 2.51% |
$22.1K - $27.8K
|
24.7K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
592+ 2.15% |
$21.7K - $27.2K
|
28.1K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
556+ 1.69% |
$20.3K - $25.6K
|
33.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
554+ 0.1% |
$20.3K - $25.5K
|
558K
$22.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 0.41% |
$14.6K - $18.4K
|
97.8K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
350+ 4.46% |
$12.8K - $16.1K
|
8.21K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
231+ 22.54% |
$8.45K - $10.6K
|
1.26K
$51K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
223+ 2.81% |
$8.16K - $10.3K
|
8.17K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
194+ 64.88% |
$7.1K - $8.93K
|
493
$20K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
188+ 3.5% |
$6.88K - $8.65K
|
5.57K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.25% |
$5.42K - $6.81K
|
12K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139+ 92.67% |
$5.09K - $6.4K
|
289
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
123+ 0.71% |
$4.5K - $5.66K
|
17.3K
$704K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
101+ 38.7% |
$3.7K - $4.65K
|
362
$14.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
101+ 13.65% |
$3.7K - $4.65K
|
841
$34.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
95New |
$3.48K - $4.37K
|
95
$3.86K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 489.47% |
$3.4K - $4.28K
|
112
$4.55K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
93+ 0.82% |
$3.4K - $4.28K
|
11.5K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
83+ 0.25% |
$3.04K - $3.82K
|
33.2K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 0.84% |
$2.93K - $3.68K
|
9.6K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 2.74% |
$2.82K - $3.54K
|
2.89K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
73+ 155.32% |
$2.67K - $3.36K
|
120
$4.87K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
72New |
$2.63K - $3.31K
|
72
$2.92K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45+ 173.08% |
$1.65K - $2.07K
|
71
$2.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$1.54K - $1.93K
|
42
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
38New |
$1.39K - $1.75K
|
38
$1.54K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
35+ 67.31% |
$1.28K - $1.61K
|
87
$3.53K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35New |
$1.28K - $1.61K
|
35
$1.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 3.74% |
$1.24K - $1.57K
|
943
$38.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33New |
$1.21K - $1.52K
|
33
$1.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 9.09% |
$1.13K - $1.43K
|
372
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
29New |
$1.06K - $1.33K
|
29
$1.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
21New |
$768 - $967
|
21
$853
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 73.08% |
$695 - $875
|
45
$1.83K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 21.95% |
$659 - $829
|
100
$4.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10+ 0.13% |
$366 - $460
|
7.78K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$293 - $368
|
8
$325
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$293 - $368
|
8
$325
|