Stock TransactionsSM ENERGY COMPANY

Total Bought
4,513,842
17 transactions
Total Sold
907,829
32 transactions
Net
+3,606,013
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ARISTEIA CAPITAL, L.L.C.10,841,84613,000,649+2,158,8037.014.41-2.60buy
Boston Partners50,179937,303+887,1240.000.02+0.02buy
Encompass Capital Advisors LLC697,8001,448,061+750,2610.651.34+0.69buy
DONALD SMITH & CO., INC.7,208,8997,647,594+438,6954.033.52-0.51buy
AEGIS FINANCIAL CORP551,769778,851+227,0822.963.21+0.25buy
DRW Securities, LLC30,70552,903+22,1980.010.03+0.02buy
PLUSTICK MANAGEMENT LLC210,000225,000+15,0003.162.18-0.98buy
Dana Investment Advisors, Inc.89,15097,178+8,0280.080.07-0.02buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.60,49062,916+2,4260.120.11-0.01buy
CONGRESS ASSET MANAGEMENT CO112,279113,445+1,1660.030.02-0.01buy
FIRST CITIZENS BANK & TRUST CO40,37841,303+9250.030.02-0.01buy
RWC Asset Management LLP8,4459,086+6410.010.01-0.00buy
Valued Wealth Advisors LLC1,0591,653+5940.010.02+0.00buy
Unison Advisors LLC36,10436,624+5200.090.07-0.02buy
Quad-Cities Investment Group, LLC13,40213,777+3750.170.13-0.04buy
Realta Investment Advisors467470+30.010.00-0.00buy
Mountain Hill Investment Partners Corp.9394+10.000.00-0.00buy
Retirement Wealth Solutions LLC2322-10.000.00-0.00sell
SMH CAPITAL ADVISORS INC37,44537,399-463.303.83+0.52sell
MOODY NATIONAL BANK TRUST DIVISION16,48116,414-670.050.04-0.01sell
Waldron Private Wealth LLC36,43336,351-820.040.03-0.01sell
Seelaus Asset Management LLC10,0319,843-1880.230.18-0.05sell
Sendero Wealth Management, LLC46,19946,008-1910.160.12-0.04sell
INTRUST BANK NA10,0689,648-4200.030.02-0.01sell
Total Clarity Wealth Management, Inc.9,1398,299-8400.070.04-0.02sell
Range Financial Group LLC12,83911,879-9600.130.08-0.05sell
Abacus Planning Group, Inc.17,36816,311-1,0570.070.05-0.02sell
Verity Asset Management, Inc.11,52910,237-1,2920.150.10-0.05sell
PRAXIS INVESTMENT MANAGEMENT INC9,6658,290-1,3750.020.01-0.01sell
Sippican Capital Advisors20,76018,735-2,0250.440.30-0.14sell
Moors & Cabot, Inc.12,54510,110-2,4350.020.01-0.01sell
BTG Pactual Asset Management US LLC49,46045,550-3,9100.130.07-0.06sell
WEDGE CAPITAL MANAGEMENT L L P/NC103,57898,899-4,6790.060.04-0.02sell
TCI Wealth Advisors, Inc.18,2779,639-8,6380.030.01-0.02sell
Independence Bank of Kentucky12,56321-12,5420.050.00-0.05sell
IRONWOOD INVESTMENT MANAGEMENT LLC95,39081,890-13,5001.240.74-0.50sell
Abel Hall, LLC54,09438,994-15,1000.360.18-0.18sell
MOODY ALDRICH PARTNERS LLC176,512159,611-16,9010.990.75-0.24sell
SIERRA SUMMIT ADVISORS LLC55,28836,957-18,3310.250.11-0.14sell
SEGALL BRYANT & HAMILL, LLC223,193202,806-20,3870.100.06-0.04sell
SummitTX Capital, L.P.79,54957,738-21,8110.080.04-0.04sell
South Dakota Investment Council109,75884,353-25,4050.070.04-0.03sell
PEREGRINE CAPITAL MANAGEMENT LLC141,661115,501-26,1600.160.10-0.07sell
Oliver Luxxe Assets LLC98,16668,050-30,1160.460.26-0.20sell
CoreCommodity Management, LLC210,852152,802-58,0501.220.79-0.43sell
MEEDER ASSET MANAGEMENT INC65,374239-65,1350.120.00-0.12sell
Tiptree Advisors, LLC240,000120,000-120,0004.341.94-2.41sell
Grantham, Mayo, Van Otterloo & Co. LLC716,918595,401-121,5170.060.04-0.02sell
Alyeska Investment Group, L.P.545,386230,718-314,6680.050.02-0.03sell
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