Purchases and Sales Made in Q4 2025 in Sm Energy CO (SM)
This table provides information about the institutional ownership of Sm Energy CO (SM) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
111K+ 279.68% |
$1.98M - $2.86M
|
150K
$2.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
87.8K+ 16.57% |
$1.57M - $2.27M
|
618K
$11.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
31.3KNew |
$558K - $808K
|
31.3K
$590K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
15.4K+ 36.13% |
$275K - $399K
|
58.1K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
3.63K+ 210.49% |
$64.8K - $93.9K
|
5.36K
$101K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
275+ 15.48% |
$4.91K - $7.11K
|
2.05K
$38.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
269+ 0.58% |
$4.8K - $6.95K
|
46.3K
$873K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
247+ 0.75% |
$4.41K - $6.38K
|
33.3K
$629K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
42New |
$750 - $1.09K
|
42
$793
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 1400.0% |
$500 - $724
|
30
$566
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
17New |
$303 - $439
|
17
$321
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8+ 1.02% |
$143 - $207
|
795
$15K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-4- 3.88% |
$71.4 - $103
|
99
$1.87K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-34- 1.69% |
$607 - $879
|
1.98K
$37.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-46- 0.31% |
$821 - $1.19K
|
15K
$283K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-47- 58.75% |
$839 - $1.21K
|
33
$623
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-225- 7.36% |
$4.02K - $5.82K
|
2.83K
$53.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.57% |
$5.36K - $7.76K
|
52.5K
$991K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.39K- 72.0% |
$24.9K - $36K
|
542
$10.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.6K- 67.05% |
$82.2K - $119K
|
2.26K
$42.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.53K- 8.36% |
$134K - $195K
|
82.6K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-340K- 58.38% |
$6.07M - $8.79M
|
243K
$4.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.11M- 91.84% |
$19.9M - $28.8M
|
98.9K
$1.87M
|
|