Raymond James Financial Services Advisors, Inc. Engage Smart, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$66.3 Billion
Q1 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 16, 2024	SELL	$18.44 - $22.93 $803,246 - $998,830	-43,560 Reduced 57.07%	32,774 $750,000
Q3 2023 Oct 24, 2023	SELL	$16.28 - $19.58 $202,197 - $243,183	-12,420 Reduced 13.99%	76,334 $1.37 Million
Q2 2023 Jul 25, 2023	SELL	$16.0 - $19.45 $187,728 - $228,206	-11,733 Reduced 11.68%	88,754 $1.69 Million
Q1 2023 Apr 14, 2023	SELL	$16.83 - $21.72 $354,103 - $456,988	-21,040 Reduced 17.31%	100,487 $1.93 Million
Q4 2022 Feb 08, 2023	SELL	$15.44 - $22.27 $3.29 Million - $4.75 Million	-213,178 Reduced 63.69%	121,527 $2.14 Million

Q3 2022 Oct 25, 2022	BUY	$16.28 - $22.43 $167,651 - $230,984	10,298 Added 3.17%	334,705 $6.93 Million
Q2 2022 Aug 12, 2022	SELL	$16.08 - $22.38 $877,533 - $1.22 Million	-54,573 Reduced 14.4%	324,407 $5.22 Million
Q1 2022 May 11, 2022	BUY	$17.3 - $23.76 $1.72 Million - $2.36 Million	99,496 Added 35.6%	378,980 $8.08 Million
Q4 2021 Feb 08, 2022	BUY	$20.54 - $34.43 $5.74 Million - $9.62 Million	279,484 New	279,484 $6.74 Million

Others Institutions Holding ESMT

# of Institutions

Shares Held

151K

Call Options Held

Put Options Held

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About EngageSmart, Inc.

Ticker ESMT
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 163,836,000
Description
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and...

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