Purchases and Sales Made in Q1 2025 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q1 2025. The information is specifically focused on institutions that hold shares of SMARTSHEET INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31K+ 55.1% |
$73.6K - $74.1K
|
3.69K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
110New |
$6.17K - $6.21K
|
110
$6.21K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-7Closed |
$392 - $395
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-370- 99.73% |
$20.7K - $20.9K
|
1
$56.5
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-38.5KClosed |
$2.16M - $2.17M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-49.2K- 99.88% |
$2.76M - $2.78M
|
61
$3.44K
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-85.7KClosed |
$4.8M - $4.84M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-3.85MClosed |
$216M - $218M
|
0
$0
|