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 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
521+ 1.38% |
$28.8K - $29.4K
|
38.4K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9KNew |
$605K - $618K
|
10.9K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 2.2% |
$443 - $452
|
371
$21K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.06K- 33.37% |
$169K - $173K
|
6.11K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.6KNew |
$254K - $260K
|
4.6K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.7KNew |
$648K - $662K
|
11.7K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
1.74K+ 1.62% |
$96.4K - $98.4K
|
109K
$6.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 13.79% |
$2.66K - $2.71K
|
300
$16.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-74- 4.23% |
$4.1K - $4.18K
|
1.68K
$94.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.04% |
$55.4 - $56.5
|
2.47K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.28% |
$55.4 - $56.5
|
353
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
59+ 1.2% |
$3.27K - $3.33K
|
5K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$24.9K - $25.4K
|
450
$25.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 592.15% |
$113K - $115K
|
2.38K
$134K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
37.3K+ 80.52% |
$2.07M - $2.11M
|
83.7K
$4.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-29.8K- 3.56% |
$1.65M - $1.68M
|
806K
$45.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
217+ 2.56% |
$12K - $12.3K
|
8.71K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
128KNew |
$7.11M - $7.26M
|
128K
$7.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
6.19KNew |
$343K - $350K
|
6.19K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.3K+ 7.67% |
$127K - $130K
|
32.3K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
379K+ 108.99% |
$21M - $21.4M
|
728K
$41.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7Closed |
$387 - $396
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.8K+ 306.14% |
$1.76M - $1.8M
|
42.2K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-966- 86.1% |
$53.5K - $54.6K
|
156
$8.81K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.42K+ 124.84% |
$189K - $193K
|
6.17K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.4KNew |
$630K - $643K
|
11.4K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
227+ 5.65% |
$12.6K - $12.8K
|
4.24K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
334+ 27.49% |
$18.5K - $18.9K
|
1.55K
$87.5K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-329K- 39.97% |
$18.2M - $18.6M
|
495K
$27.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
227K+ 1885.53% |
$12.6M - $12.8M
|
239K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
152K+ 111.04% |
$8.41M - $8.58M
|
289K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 4.89% |
$498 - $509
|
193
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 1.22% |
$108K - $110K
|
162K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-27.7K- 41.83% |
$1.53M - $1.57M
|
38.5K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 85.0% |
$941 - $961
|
37
$2.09K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-289- 90.03% |
$16K - $16.3K
|
32
$1.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-223- 21.59% |
$12.3K - $12.6K
|
810
$45.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-232- 90.63% |
$12.8K - $13.1K
|
24
$1.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.62K+ 3.41% |
$89.8K - $91.7K
|
49.2K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
50+ 25.51% |
$2.77K - $2.83K
|
246
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.8K+ 144.94% |
$1.26M - $1.29M
|
38.5K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 39.6% |
$11.1K - $11.3K
|
305
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.96K+ 24.25% |
$275K - $280K
|
25.4K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
25.8K+ 55.69% |
$1.43M - $1.46M
|
72.2K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$5.54K - $5.65K
|
100
$5.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-85.3K- 60.36% |
$4.72M - $4.82M
|
56.1K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.96KNew |
$274K - $280K
|
4.96K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.4K- 17.17% |
$133K - $136K
|
11.6K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
855+ 16.58% |
$47.3K - $48.3K
|
6.01K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.57% |
$1.38K - $1.41K
|
4.4K
$248K
|