CAPTRUST FINANCIAL ADVISORS - SM ENERGY CO ownership

SM ENERGY CO's ticker is SM and the CUSIP is 78454L100. A total of 169 filers reported holding SM ENERGY CO in Q3 2020. The put-call ratio across all filers is 4.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SM ENERGY CO
ValueSharesWeighting
Q3 2023$553,752
-24.0%
13,966
-39.3%
0.00%
-33.3%
Q2 2023$728,344
+108.0%
23,027
+85.2%
0.00%
+50.0%
Q1 2023$350,198
-42.6%
12,436
-28.9%
0.00%
-33.3%
Q4 2022$609,630
+0.8%
17,503
+8.7%
0.00%
-25.0%
Q3 2022$605,000
+40.0%
16,096
+27.4%
0.00%
+33.3%
Q2 2022$432,000
-13.6%
12,636
-1.6%
0.00%0.0%
Q1 2022$500,000
+83.8%
12,846
+39.2%
0.00%
+50.0%
Q4 2021$272,000
+26.5%
9,228
+13.4%
0.00%0.0%
Q3 2021$215,000
+104.8%
8,138
+90.7%
0.00%
+100.0%
Q2 2021$105,000
+11.7%
4,268
-26.0%
0.00%0.0%
Q1 2021$94,000
+9300.0%
5,770
+5670.0%
0.00%
Q4 2020$1,0001000.0%0.00%
Q3 2020$01000.00%
Other shareholders
SM ENERGY CO shareholders Q3 2020
NameSharesValueWeighting ↓
DUDLEY & SHANLEY, INC. 270,450$19,280,0003.92%
LATHROP INVESTMENT MANAGEMENT CORP 114,188$8,140,0003.25%
HERNDON CAPITAL MANAGEMENT LLC 2,772,054$197,619,729,0002.52%
SIR Capital Management, L.P. 221,260$15,774,0002.42%
KNOTT DAVID M 160,000$11,406,400,0002.18%
NEW AMSTERDAM PARTNERS LLC/NY 408,102$29,094,0001.99%
TCI Wealth Advisors, Inc. 41,519$2,960,0001.93%
Alta Advisers Ltd 77,254$5,507,0001.84%
Caymus Capital Partners, L.P. 40,335$2,875,0001.75%
Waldron Private Wealth LLC 35,552$2,534,502,0001.23%
View complete list of SM ENERGY CO shareholders