Stock TransactionsSM ENERGY COMPANY

Total Bought
4,481,812
74 transactions
Total Sold
3,468,352
51 transactions
Net
+1,013,460
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WESTWOOD HOLDINGS GROUP INC2,118,2973,207,245+1,088,9480.630.73+0.09buy
FIRST TRUST ADVISORS LP2,683,1311,617,494+1,065,6370.100.040.00sell
Channing Capital Management, LLC1,167,0331,558,569+391,5361.211.41+0.20buy
Allspring Global Investments Holdings, LLC546,956161,825+385,1310.040.010.00sell
PALISADE CAPITAL MANAGEMENT, LP843,2791,226,895+383,6160.871.05+0.18buy
Fisher Asset Management, LLC519,302861,876+342,5740.010.01+0.00buy
TWINBEECH CAPITAL LP8,929333,550+324,6210.010.18+0.18buy
TOWNSQUARE CAPITAL LLC417,139104,202+312,9370.190.030.00sell
Magnetar Financial LLC41,787346,986+305,1990.040.14+0.10buy
AMERICAN CENTURY COMPANIES INC3,682,0933,909,004+226,9110.090.08-0.01buy
CONGRESS ASSET MANAGEMENT CO1,087,4661,259,627+172,1610.280.28-0.00buy
KENNEDY CAPITAL MANAGEMENT LLC298,563448,609+150,0460.260.32+0.06buy
LSV ASSET MANAGEMENT335,300462,291+126,9910.030.03+0.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP284,475383,299+98,8240.010.010.00buy
PRUDENTIAL FINANCIAL INC124,514221,306+96,7920.010.010.00buy
Grantham, Mayo, Van Otterloo & Co. LLC238,205329,105+90,9000.030.03+0.00buy
Empowered Funds, LLC111,47635,312+76,1640.070.02-0.05sell
Aberdeen Group plc382,111446,759+64,6480.030.03-0.00buy
DENALI ADVISORS LLC112,551172,344+59,7930.460.59+0.13buy
PEREGRINE CAPITAL MANAGEMENT LLC123,684162,849+39,1650.140.16+0.02buy
ROYCE & ASSOCIATES LP232,523270,060+37,5370.080.09+0.00buy
First Eagle Investment Management, LLC240,603277,303+36,7000.020.02-0.00buy
RENAISSANCE TECHNOLOGIES LLC718,963687,863+31,1000.050.03-0.01sell
Insight Wealth Strategies, LLC51,08482,108+31,0240.270.33+0.07buy
Tributary Capital Management, LLC557,972583,013+25,0411.671.53-0.15buy
GSA CAPITAL PARTNERS LLP12,38437,357+24,9730.040.110.00buy
Adams Wealth Management73,27596,812+23,5370.540.57+0.03buy
CacheTech Inc.73,27596,812+23,5370.530.57+0.03buy
Petrus Trust Company, LTA7,87030,682+22,8120.030.09+0.06buy
WEDGE CAPITAL MANAGEMENT L L P/NC560,244582,370+22,1260.390.34-0.05buy
HUSSMAN STRATEGIC ADVISORS, INC.21,00042,000+21,0000.240.30+0.06buy
Rafferty Asset Management, LLC156,858175,413+18,5550.020.02+0.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/54,37472,796+18,4220.000.00+0.00buy
CSS LLC/IL33,67151,891+18,2200.060.09+0.03buy
PRINCIPAL FINANCIAL GROUP INC635,822653,705+17,8830.010.010.00buy
CX Institutional20,6454,330+16,3150.030.000.00sell
CIBC WORLD MARKETS CORP10,70825,390+14,6820.000.01+0.00buy
Pekin Hardy Strauss, Inc.172,525186,715+14,1900.850.68-0.17buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO97,42483,393+14,0310.010.010.00sell
Gallacher Capital Management LLC8,20620,458+12,2520.160.30+0.14buy
Y-Intercept (Hong Kong) Ltd8,31920,393+12,0740.020.040.00buy
Summit Global Investments11,44521,799+10,3540.030.05+0.02buy
De Lisle Partners LLP40,00050,000+10,0000.230.25+0.02buy
FOSTER & MOTLEY INC8,83318,560+9,7270.020.04+0.01buy
RHUMBLINE ADVISERS393,864402,867+9,0030.010.010.00buy
Boston Partners29,61038,085+8,4750.000.00-0.00buy
WINTON GROUP Ltd28,09135,781+7,6900.070.07-0.01buy
ProShare Advisors LLC34,48226,946+7,5360.000.000.00sell
Diversified Trust Co21,77628,704+6,9280.020.02+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC25,90832,714+6,8060.000.000.00buy
AlphaQuest LLC9,40616,119+6,7130.050.060.00buy
Vanguard Personalized Indexing Management, LLC30,15123,957+6,1940.020.010.00sell
READYSTATE ASSET MANAGEMENT LP9,88115,899+6,0180.020.02+0.01buy
CANADA LIFE ASSURANCE Co108,807102,906+5,9010.010.01-0.00sell
Verdence Capital Advisors LLC9,60315,127+5,5240.030.03+0.00buy
MILLER HOWARD INVESTMENTS INC /NY41,15946,039+4,8800.050.04-0.01buy
Range Financial Group LLC21,49525,119+3,6240.380.33-0.05buy
Vident Advisory, LLC16,50519,470+2,9650.010.010.00buy
MOODY ALDRICH PARTNERS LLC132,267135,058+2,7910.950.85-0.10buy
Gibbs Wealth Management7,89110,432+2,5410.080.08-0.01buy
Dana Investment Advisors, Inc.33,39235,762+2,3700.040.04-0.00buy
Inspire Advisors, LLC15,57517,708+2,1330.070.06-0.01buy
AIA Group Ltd6,5038,631+2,1280.010.01+0.00buy
Inspire Investing, LLC11,45213,306+1,8540.050.05-0.00buy
ALGERT GLOBAL LLC15,12013,360+1,7600.010.010.00sell
State of Alaska, Department of Revenue65,06263,398+1,6640.030.020.00sell
EVERGREEN CAPITAL MANAGEMENT LLC5,8667,454+1,5880.010.010.00buy
Stonehearth Capital Management, LLC6,5288,016+1,4880.100.10-0.00buy
Energy Income Partners, LLC39,63340,749+1,1160.030.02-0.01buy
AZZAD ASSET MANAGEMENT INC /ADV22,56323,645+1,0820.230.180.00buy
FOX RUN MANAGEMENT, L.L.C.11,17812,260+1,0820.080.06-0.02buy
GW&K Investment Management, LLC1,456401+1,0550.000.00-0.00sell
Byrne Asset Management LLC5401,473+9330.010.03+0.02buy
Legacy Wealth Managment, LLC/ID1,7342,639+9050.040.06+0.01buy
Cresset Asset Management, LLC26,71327,536+8230.010.000.00buy
INTECH INVESTMENT MANAGEMENT LLC122,615123,349+7340.050.04-0.01buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND26,95126,251+7000.020.020.00sell
HARBOR CAPITAL ADVISORS, INC.8411,520+6790.000.000.00buy
MOODY NATIONAL BANK TRUST DIVISION15,00015,534+5340.060.05-0.01buy
YOUSIF CAPITAL MANAGEMENT, LLC45,16644,701+4650.020.020.00sell
Cetera Trust Company, N.A2,4402,765+3250.060.05-0.01buy
SHELL ASSET MANAGEMENT CO7,5947,281+3130.010.010.00sell
BARROW HANLEY MEWHINNEY & STRAUSS LLC93363+2700.000.00+0.00buy
Addison Advisors LLC191341+1500.000.00+0.00buy
Empirical Finance, LLC24,73924,856+1170.060.04-0.01buy
CI INVESTMENTS INC.2,3982,497+990.000.000.00buy
SIERRA OCEAN, LLC3874+360.000.00+0.00buy
Bell Investment Advisors, Inc162190+280.000.000.00buy
WealthTrak Capital Management LLC510+50.000.00+0.00buy
Global Wealth Strategies & Associates769773+40.010.01-0.00buy
BAILARD, INC.11,60911,600-90.010.01-0.00sell
Waldron Private Wealth LLC35,51635,503-130.060.05-0.01sell
1492 Capital Management LLC64,38664,297-891.191.04-0.15sell
TCI Wealth Advisors, Inc.38,89838,799-990.130.09-0.03sell
FIL Ltd11,36211,231-1310.000.00-0.00sell
CIM INVESTMENT MANAGEMENT INC7,5817,405-1760.090.05-0.04sell
Realta Investment Advisors362122-2400.010.00-0.00sell
Ameritas Investment Partners, Inc.11,97011,575-3950.020.01-0.00sell
MERITAGE PORTFOLIO MANAGEMENT12,87612,364-5120.030.02-0.01sell
CONNORS INVESTOR SERVICES INC56,17355,566-6070.200.17-0.04sell
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