Stock TransactionsSM ENERGY COMPANY

Total Bought
3,940,536
69 transactions
Total Sold
3,544,165
39 transactions
Net
+396,371
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP383,2991,082,414+699,1150.010.020.00buy
WESTWOOD HOLDINGS GROUP INC3,207,2453,731,350+524,1050.730.66-0.06buy
Freestone Grove Partners LP202,823518,146+315,3230.060.10+0.03buy
Bridgewater Associates, LP35,869349,034+313,1650.000.03+0.03buy
FIRST TRUST ADVISORS LP1,617,4941,311,420+306,0740.040.030.00sell
AMERICAN CENTURY COMPANIES INC3,909,0044,209,870+300,8660.080.06-0.02buy
ALGERT GLOBAL LLC13,360188,458+175,0980.010.100.00buy
VICTORY CAPITAL MANAGEMENT INC433,834584,209+150,3750.010.01-0.00buy
Connor, Clark & Lunn Investment Management Ltd.284,339417,174+132,8350.040.04-0.00buy
Pekin Hardy Strauss, Inc.186,715305,006+118,2910.680.86+0.18buy
Aberdeen Group plc446,759559,288+112,5290.030.02-0.00buy
Holocene Advisors, LP72,933171,336+98,4030.010.01+0.00buy
PDT Partners, LLC12,952109,715+96,7630.030.15+0.13buy
DENALI ADVISORS LLC172,344261,902+89,5580.590.67+0.09buy
PRUDENTIAL FINANCIAL INC221,306294,546+73,2400.010.010.00buy
CAXTON ASSOCIATES LLP147,041219,898+72,8570.150.14-0.02buy
Y-Intercept (Hong Kong) Ltd20,39378,686+58,2930.040.050.00buy
Boston Partners38,08591,816+53,7310.000.00+0.00buy
Grantham, Mayo, Van Otterloo & Co. LLC329,105376,005+46,9000.030.03-0.00buy
CANADA PENSION PLAN INVESTMENT BOARD57,800104,000+46,2000.000.000.00buy
MEEDER ASSET MANAGEMENT INC8444,051+43,9670.000.07+0.07buy
CoreCommodity Management, LLC74,782117,263+42,4810.360.48+0.11buy
MOODY ALDRICH PARTNERS LLC135,058177,045+41,9870.850.85-0.00buy
WEDGE CAPITAL MANAGEMENT L L P/NC582,370623,617+41,2470.340.27-0.06buy
NFJ INVESTMENT GROUP, LLC80,260112,346+32,0860.080.10+0.02buy
Summit Global Investments21,79947,481+25,6820.050.07+0.02buy
Insight Wealth Strategies, LLC82,108107,381+25,2730.330.35+0.02buy
Cresset Asset Management, LLC27,53651,257+23,7210.000.010.00buy
ROYCE & ASSOCIATES LP270,060290,876+20,8160.090.07-0.01buy
Vanguard Personalized Indexing Management, LLC23,95744,655+20,6980.010.010.00buy
INTECH INVESTMENT MANAGEMENT LLC123,349103,293+20,0560.040.03-0.02sell
CacheTech Inc.96,812115,513+18,7010.570.53-0.04buy
Adams Wealth Management96,812115,513+18,7010.570.54-0.03buy
Collar Capital Management, LLC63,23078,181+14,9511.721.62-0.09buy
FOX RUN MANAGEMENT, L.L.C.12,26025,780+13,5200.060.11+0.05buy
Scientech Research LLC7,95321,342+13,3890.060.13+0.07buy
GSA CAPITAL PARTNERS LLP37,35748,591+11,2340.110.100.00buy
EVOKE WEALTH, LLC148,207156,300+8,0930.120.09-0.03buy
MQS Management LLC11,61817,901+6,2830.200.24+0.04buy
Inspire Investing, LLC13,30619,034+5,7280.050.05+0.00buy
AlphaQuest LLC16,11911,105+5,0140.060.030.00sell
State of Alaska, Department of Revenue63,39868,135+4,7370.020.020.00buy
Inspire Advisors, LLC17,70822,329+4,6210.060.06-0.00buy
CHOREO, LLC17,54920,992+3,4430.010.01-0.00buy
First Eagle Investment Management, LLC277,303280,303+3,0000.020.01-0.00buy
CSS LLC/IL51,89154,308+2,4170.090.06-0.02buy
Dana Investment Advisors, Inc.35,76237,825+2,0630.040.03-0.01buy
Gibbs Wealth Management10,43212,062+1,6300.080.06-0.02buy
GF FUND MANAGEMENT CO. LTD.33,58435,175+1,5910.020.02-0.01buy
Legacy Investment Solutions, LLC1,7343,300+1,5660.040.04+0.00buy
ProShare Advisors LLC26,94625,492+1,4540.000.000.00sell
SHELL ASSET MANAGEMENT CO7,2815,903+1,3780.010.010.00sell
Cetera Trust Company, N.A2,7654,060+1,2950.050.06+0.01buy
WINTON GROUP Ltd35,78136,966+1,1850.070.05-0.02buy
Kestra Investment Management, LLC36981+9450.000.00+0.00buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/72,79673,706+9100.000.00-0.00buy
First National Advisers, LLC11,31812,026+7080.050.04-0.01buy
PEREGRINE CAPITAL MANAGEMENT LLC162,849163,517+6680.160.12-0.04buy
MERITAGE PORTFOLIO MANAGEMENT12,36413,026+6620.020.02-0.00buy
Legacy Wealth Managment, LLC/ID2,6393,300+6610.060.04-0.01buy
Diversified Trust Co28,70429,209+5050.020.02-0.01buy
CX Institutional4,3303,833+4970.000.000.00sell
Bell Investment Advisors, Inc190448+2580.000.000.00buy
Byrne Asset Management LLC1,4731,725+2520.030.03-0.00buy
SIERRA OCEAN, LLC74307+2330.000.01+0.00buy
Stonehearth Capital Management, LLC8,0168,247+2310.100.08-0.01buy
Hughes Financial Services, LLC17204+1870.000.00+0.00buy
CIM INVESTMENT MANAGEMENT INC7,4057,581+1760.050.06+0.01buy
1492 Capital Management LLC64,29764,417+1201.040.73-0.30buy
Sippican Capital Advisors15,62515,741+1160.350.28-0.07buy
Vermillion & White Wealth Management Group, LLC104173+690.000.00+0.00buy
Rialto Wealth Management, LLC1684+680.000.00+0.00buy
HARBOR CAPITAL ADVISORS, INC.1,5201,475+450.000.000.00sell
Global Wealth Strategies & Associates773780+70.010.01-0.00buy
TCI Wealth Advisors, Inc.38,79938,805+60.090.07-0.03buy
Vermillion Wealth Management, Inc.3031+10.000.00+0.00buy
CONNORS INVESTOR SERVICES INC55,56655,559-70.170.12-0.04sell
Addison Advisors LLC34150-2910.000.00-0.00sell
MOODY NATIONAL BANK TRUST DIVISION15,53415,000-5340.050.03-0.01sell
FIL Ltd11,23110,683-5480.000.00-0.00sell
Fisher Asset Management, LLC861,876861,301-5750.010.01-0.00sell
MCCARTER PRIVATE WEALTH SERVICES LLC8,7788,178-6000.170.12-0.06sell
Energy Income Partners, LLC40,74940,065-6840.020.02-0.00sell
Diversify Advisory Services, LLC45,53944,590-9490.070.05-0.02sell
MILLER HOWARD INVESTMENTS INC /NY46,03942,706-3,3330.040.03-0.01sell
PITCAIRN CO18,45014,765-3,6850.030.02-0.01sell
FOSTER & MOTLEY INC18,56014,048-4,5120.040.02-0.01sell
READYSTATE ASSET MANAGEMENT LP15,89911,013-4,8860.020.01-0.01sell
LSV ASSET MANAGEMENT462,291457,100-5,1910.030.03-0.01sell
Vest Financial, LLC52,62147,053-5,5680.020.02-0.01sell
SEGALL BRYANT & HAMILL, LLC128,907119,442-9,4650.060.04-0.02sell
Range Financial Group LLC25,11911,950-13,1690.330.12-0.22sell
Petrus Trust Company, LTA30,68211,699-18,9830.090.03-0.06sell
River Road Asset Management, LLC1,758,0901,738,150-19,9400.720.63-0.09sell
HIGHBRIDGE CAPITAL MANAGEMENT LLC81,75050,000-31,7500.110.06-0.04sell
Rafferty Asset Management, LLC175,413141,188-34,2250.020.01-0.01sell
Aster Capital Management (DIFC) Ltd48,89612,584-36,3120.300.07-0.23sell
Kiker Wealth Management, LLC39,847523-39,3240.810.01-0.81sell
PALISADE CAPITAL MANAGEMENT, LP1,226,8951,181,890-45,0051.050.83-0.23sell
FRONTIER CAPITAL MANAGEMENT CO LLC831,331765,825-65,5060.270.18-0.10sell
Page 1 of 2