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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 21.54% |
$45.1K - $57.3K
|
6.68K
$377K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
691New |
$26.3K - $33.5K
|
691
$39K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
500New |
$19.1K - $24.2K
|
500
$28.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
425New |
$16.2K - $20.6K
|
425
$24K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 26.98% |
$648 - $823
|
80
$4.52K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 27.27% |
$572 - $726
|
70
$3.95K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12+ 1.26% |
$457 - $581
|
966
$54.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
13.3KNew |
$504K - $591K
|
13.3K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
12.2KNew |
$462K - $542K
|
12.2K
$689K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
11.5KNew |
$435K - $511K
|
11.5K
$650K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
10.5K+ 32.81% |
$397K - $466K
|
42.5K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.63KNew |
$327K - $383K
|
8.63K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.5KNew |
$284K - $333K
|
7.5K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.34KNew |
$202K - $237K
|
5.34K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.02K+ 16.57% |
$190K - $223K
|
35.3K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.39K+ 18.08% |
$52.5K - $61.5K
|
9.05K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
79+ 607.69% |
$2.99K - $3.51K
|
92
$5.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
43New |
$1.63K - $1.91K
|
43
$2.43K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.14K - $1.33K
|
30
$1.69K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5New |
$189 - $222
|
5
$282
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4New |
$151 - $178
|
4
$226
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$75.7 - $88.8
|
2
$113
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
- |
153KNew |
$5.81M - $7.9M
|
153K
$8.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29.7KNew |
$1.13M - $1.54M
|
29.7K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
15K+ 15.13% |
$570K - $775K
|
114K
$6.45M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14.6K+ 19.48% |
$555K - $755K
|
89.7K
$5.06M
|
|
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
13.9KNew |
$530K - $720K
|
13.9K
$788K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
8.7KNew |
$330K - $449K
|
8.7K
$491K
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
5.82K+ 3.64% |
$221K - $301K
|
166K
$9.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.47K+ 165.64% |
$208K - $282K
|
8.77K
$495K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 10.95% |
$38.9K - $53K
|
10.4K
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
462+ 3.1% |
$17.5K - $23.9K
|
15.4K
$869K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$12.2K - $16.5K
|
320
$18.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
74+ 8.49% |
$2.81K - $3.82K
|
946
$53.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
70New |
$2.66K - $3.62K
|
70
$3.95K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 33.33% |
$949 - $1.29K
|
100
$5.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$380 - $517
|
10
$565
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$190 - $258
|
5
$282
|
|
| Q1 2023 | |||||||
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.03MNew |
$36.9M - $49.6M
|
1.03M
$58.3M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
694KNew |
$24.8M - $33.3M
|
694K
$39.2M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
229KNew |
$8.19M - $11M
|
229K
$12.9M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
53.4K+ 423.99% |
$1.91M - $2.56M
|
66K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
40KNew |
$1.43M - $1.92M
|
40K
$2.26M
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
20.4KNew |
$729K - $980K
|
20.4K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.1KNew |
$575K - $773K
|
16.1K
$909K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
15KNew |
$537K - $721K
|
15K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$407K - $547K
|
11.4K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.39KNew |
$192K - $259K
|
5.39K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.18KNew |
$185K - $249K
|
5.18K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.95KNew |
$106K - $142K
|
2.95K
$167K
|
|