Latest Institutional Purchases of Smartsheet Inc (SMAR)
This list provides information on the latest institutional transactions involving Smartsheet Inc (SMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.19KNew |
$78.2K - $105K
|
2.19K
$124K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.12K+ 5.08% |
$75.7K - $102K
|
43.9K
$2.48M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.43KNew |
$51.2K - $68.8K
|
1.43K
$80.9K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
245New |
$8.75K - $11.8K
|
245
$13.8K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 55.56% |
$2.14K - $2.88K
|
168
$9.49K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$1.43K - $1.92K
|
40
$2.26K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$1.21K - $1.63K
|
34
$1.92K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11New |
$393 - $528
|
11
$621
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$214 - $288
|
6
$339
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$35.7 - $48
|
1
$56.5
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
815KNew |
$20.6M - $34.6M
|
815K
$46M
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
229K+ 209.71% |
$5.77M - $9.71M
|
338K
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
228K+ 57.49% |
$5.76M - $9.69M
|
625K
$35.3M
|
|
Feb 09, 2023
Q4 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
189KNew |
$4.77M - $8.03M
|
189K
$10.7M
|
|
Feb 06, 2023
Q4 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
42.4K+ 137.21% |
$1.07M - $1.8M
|
73.3K
$4.14M
|
|
Feb 14, 2023
Q4 2022
|
Venator Capital Management Ltd.
Toronto, A6 |
BUY
|
- |
36KNew |
$909K - $1.53M
|
36K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$252K - $425K
|
10K
$565K
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.36KNew |
$161K - $270K
|
6.36K
$359K
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.2KNew |
$156K - $264K
|
6.2K
$350K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.75KNew |
$145K - $244K
|
5.75K
$325K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.82KNew |
$45.9K - $77.4K
|
1.82K
$103K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
640New |
$16.2K - $27.2K
|
640
$36.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
187New |
$4.72K - $7.95K
|
187
$10.6K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$2.52K - $4.25K
|
100
$5.65K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74New |
$1.87K - $3.15K
|
74
$4.18K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20New |
$505 - $850
|
20
$1.13K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11New |
$278 - $468
|
11
$621
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$151 - $255
|
6
$339
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
502KNew |
$14.3M - $20.2M
|
502K
$28.4M
|
|
Nov 14, 2022
Q3 2022
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
325K+ 24.16% |
$9.25M - $13M
|
1.67M
$94.3M
|
|
Nov 14, 2022
Q3 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
160KNew |
$4.56M - $6.44M
|
160K
$9.05M
|
|
Nov 14, 2022
Q3 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
28.6KNew |
$814K - $1.15M
|
28.6K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
15K+ 25.0% |
$427K - $602K
|
75K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
7.36KNew |
$209K - $295K
|
7.36K
$415K
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
2.61K+ 163.98% |
$74.3K - $105K
|
4.2K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
1.7K+ 1.13% |
$48.4K - $68.3K
|
152K
$8.56M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
869New |
$24.7K - $34.9K
|
869
$49.1K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
209New |
$5.95K - $8.39K
|
209
$11.8K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
131New |
$3.73K - $5.26K
|
131
$7.4K
|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
BUY
|
- |
41+ 13.18% |
$1.17K - $1.65K
|
352
$19.9K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$228 - $321
|
8
$452
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
775KNew |
$21.3M - $44.5M
|
775K
$43.8M
|
|
Aug 15, 2022
Q2 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
243KNew |
$6.68M - $14M
|
243K
$13.7M
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
226K+ 186.62% |
$6.2M - $13M
|
347K
$19.6M
|
|
Aug 12, 2022
Q2 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
76KNew |
$2.09M - $4.36M
|
76K
$4.29M
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
75K+ 50.0% |
$2.06M - $4.31M
|
225K
$12.7M
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.4KNew |
$1.19M - $2.5M
|
43.4K
$2.45M
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.21K+ 116.23% |
$198K - $414K
|
13.4K
$757K
|
|
Aug 12, 2022
Q2 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.25K+ 40.79% |
$89.1K - $186K
|
11.2K
$633K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
384New |
$10.5K - $22.1K
|
384
$21.7K
|