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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
300+ 50.0% |
$8.24K - $17.2K
|
900
$50.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
98+ 35.77% |
$2.69K - $5.63K
|
372
$21K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
26New |
$714 - $1.49K
|
26
$1.47K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.83KNew |
$165K - $292K
|
3.83K
$216K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.65K+ 1766.67% |
$114K - $203K
|
2.8K
$158K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$259 - $459
|
6
$339
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16.5KNew |
$983K - $1.32M
|
16.5K
$933K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1K+ 12.99% |
$59.5K - $79.8K
|
8.7K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$11.9K - $16K
|
200
$11.3K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.69M - $2.09M
|
25K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18KNew |
$1.22M - $1.51M
|
18K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
213New |
$14.4K - $17.8K
|
213
$12K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
126New |
$8.53K - $10.6K
|
126
$7.12K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$156K - $222K
|
3K
$169K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
15New |
$782 - $1.11K
|
15
$847
|
|
|
Aug 16, 2021
Q2 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 38.24% |
$678 - $961
|
47
$2.65K
|
|
| Q1 2021 | |||||||
|
Mar 02, 2022
Q1 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
716+ 11.81% |
$42.8K - $60.4K
|
6.78K
$383K
|
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
20KNew |
$979K - $1.48M
|
20K
$1.13M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240New |
$11.7K - $17.7K
|
240
$13.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
PUT |
425KNew |
$17.4M - $25.3M
|
425K
$24M
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56K+ 355.78% |
$2.2M - $3.32M
|
71.7K
$4.05M
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
55KNew |
$2.16M - $3.26M
|
55K
$3.11M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238+ 75.56% |
$9.36K - $14.1K
|
553
$31.2K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
5.4KNew |
$173K - $280K
|
5.4K
$305K
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Covington Capital Management
|
BUY
|
- |
550New |
$19.1K - $26.1K
|
550
$31.1K
|
|
| Q3 2019 | |||||||
|
Jul 12, 2023
Q3 2019
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.43KNew |
$232K - $353K
|
6.43K
$363K
|
|
| Q1 2019 | |||||||
|
Apr 29, 2019
Q1 2019
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
7.3KNew |
$165K - $334K
|
7.3K
$412K
|
|