Latest Institutional Transactions on Smartsheet Inc (SMAR)
This table provides information on the latest institutional transactions involving Smartsheet Inc (SMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.53KClosed |
$210K - $281K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-164KClosed |
$9.76M - $13.1M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-12.8KClosed |
$762K - $1.02M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.62KClosed |
$334K - $449K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.12KClosed |
$66.3K - $89K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-34- 94.44% |
$2.02K - $2.71K
|
2
$113
|
|
Jan 27, 2022
Q4 2021
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16.5KNew |
$983K - $1.32M
|
16.5K
$933K
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-3.4KClosed |
$203K - $272K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.82KClosed |
$191K - $236K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-176Closed |
$11.9K - $14.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bluegrass Capital Partners LP
Palm Beach, FL |
SELL
|
- |
-100KClosed |
$6.77M - $8.38M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18KNew |
$1.22M - $1.51M
|
18K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$738K - $913K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-611KClosed |
$41.4M - $51.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-26Closed |
$1.76K - $2.18K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-93.5KClosed |
$6.33M - $7.83M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.48KClosed |
$304K - $376K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
213New |
$14.4K - $17.8K
|
213
$12K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.1KClosed |
$210K - $260K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-10.4KClosed |
$701K - $868K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.69M - $2.09M
|
25K
$1.41M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-605Closed |
$41K - $50.7K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
126New |
$8.53K - $10.6K
|
126
$7.12K
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-4.35KClosed |
$295K - $364K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Cat Rock Capital Management LP
Greenwich, CT |
SELL
|
- |
-776KClosed |
$40.5M - $57.3M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Jericho Capital Asset Management L.P.
New York, NY |
SELL
|
- |
-1.13MClosed |
$58.9M - $83.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 38.24% |
$678 - $961
|
47
$2.65K
|
|
Aug 16, 2021
Q2 2021
|
Abdiel Capital Advisors, LP
New York, NY |
SELL
|
- |
-3.06MClosed |
$159M - $226M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$156K - $222K
|
3K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.29KClosed |
$328K - $465K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-2.39K- 13.16% |
$125K - $177K
|
15.8K
$892K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-68Closed |
$3.55K - $5.02K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-421KClosed |
$22M - $31.1M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22Closed |
$1.15K - $1.63K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-421KClosed |
$22M - $31.1M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$52.2K - $73.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-4.37KClosed |
$228K - $323K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
15New |
$782 - $1.11K
|
15
$847
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400Closed |
$20.9K - $29.6K
|
0
$0
|
|
Q1 2021 | |||||||
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Mar 02, 2022
Q1 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
716+ 11.81% |
$42.8K - $60.4K
|
6.78K
$383K
|
|
May 17, 2021
Q1 2021
|
Stony Point Capital LLC
New York, NY |
SELL
|
- |
-130KClosed |
$7.75M - $10.9M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Parametrica Management LTD
|
SELL
|
- |
-3.16KClosed |
$189K - $267K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Emj Capital Ltd.
Toronto, A6 |
SELL
|
CALL |
-99KClosed |
$5.92M - $8.36M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21KClosed |
$1.25M - $1.77M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-28Closed |
$1.67K - $2.36K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-18.7KClosed |
$1.12M - $1.58M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Aviva PLC
|
SELL
|
- |
-26.1KClosed |
$1.56M - $2.2M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-552Closed |
$33K - $46.6K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Diversified Trust CO
|
SELL
|
- |
-11.7KClosed |
$702K - $991K
|
0
$0
|