Lpl Financial LLC Smartsheet Inc Transaction History

Lpl Financial LLC

$218 Billion
Q3 2024

A detailed history of Lpl Financial LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Lpl Financial LLC holds 32,288 shares of SMAR stock, worth $1.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

32,288

Previous 30,335 6.44%

Holding current value

$1.81 Million

Previous $1.34 Million 33.66%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$42.95 - $55.46 $83,881 - $108,313	1,953 Added 6.44%	32,288 $1.79 Million
Q2 2024 Aug 07, 2024	BUY	$36.58 - $44.29 $518,228 - $627,456	14,167 Added 87.62%	30,335 $1.34 Million
Q1 2024 May 10, 2024	SELL	$37.52 - $48.57 $12,906 - $16,708	-344 Reduced 2.08%	16,168 $622,000
Q4 2023 Feb 14, 2024	SELL	$38.1 - $48.42 $91,401 - $116,159	-2,399 Reduced 12.69%	16,512 $789,000
Q3 2023 Nov 13, 2023	SELL	$37.85 - $44.4 $48,296 - $56,654	-1,276 Reduced 6.32%	18,911 $765,000
Q2 2023 Jul 31, 2023	BUY	$37.97 - $51.66 $29,388 - $39,984	774 Added 3.99%	20,187 $772,000
Q1 2023 May 10, 2023	BUY	$35.73 - $48.01 $4,787 - $6,433	134 Added 0.7%	19,413 $927,000
Q4 2022 Feb 07, 2023	BUY	$25.24 - $42.5 $60,904 - $102,552	2,413 Added 14.31%	19,279 $758,000
Q3 2022 Nov 14, 2022	SELL	$28.46 - $40.15 $73,996 - $104,390	-2,600 Reduced 13.36%	16,866 $580,000
Q2 2022 Aug 12, 2022	BUY	$27.45 - $57.45 $68,734 - $143,854	2,504 Added 14.76%	19,466 $612,000
Q1 2022 May 16, 2022	SELL	$43.2 - $76.43 $496,022 - $877,569	-11,482 Reduced 40.37%	16,962 $929,000
Q4 2021 Feb 14, 2022	BUY	$59.49 - $79.82 $205,716 - $276,017	3,458 Added 13.84%	28,444 $2.2 Million
Q3 2021 Nov 15, 2021	BUY	$67.72 - $83.77 $370,902 - $458,808	5,477 Added 28.07%	24,986 $1.72 Million
Q2 2021 Aug 13, 2021	BUY	$52.16 - $73.89 $69,164 - $97,978	1,326 Added 7.29%	19,509 $1.41 Million
Q1 2021 May 14, 2021	SELL	$59.79 - $84.41 $14.4 Million - $20.3 Million	-240,311 Reduced 92.97%	18,183 $1.16 Million
Q4 2020 Feb 12, 2021	BUY	$48.93 - $73.86 $12 Million - $18.1 Million	245,161 Added 1838.75%	258,494 $17.9 Million
Q3 2020 Nov 09, 2020	BUY	$41.04 - $59.64 $39,439 - $57,314	961 Added 7.77%	13,333 $659,000
Q2 2020 Aug 13, 2020	BUY	$39.34 - $59.32 $100,985 - $152,274	2,567 Added 26.18%	12,372 $630,000
Q1 2020 May 14, 2020	SELL	$32.05 - $51.77 $13,300 - $21,484	-415 Reduced 4.06%	9,805 $407,000
Q4 2019 Feb 14, 2020	SELL	$34.8 - $47.43 $54,392 - $74,133	-1,563 Reduced 13.26%	10,220 $459,000
Q3 2019 Nov 13, 2019	SELL	$36.03 - $54.94 $357,273 - $544,785	-9,916 Reduced 45.7%	11,783 $425,000
Q2 2019 Aug 09, 2019	BUY	$38.03 - $48.87 $825,212 - $1.06 Million	21,699 New	21,699 $1.05 Million

Others Institutions Holding SMAR

# of Institutions

468

Shares Held

122M

Call Options Held

2.22M

Put Options Held

2.56M

View Full List

About SMARTSHEET INC

Ticker SMAR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 130,600,000
Market Cap $7.32B
Description
Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...

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Lpl Financial LLC Smartsheet Inc Transaction History