Purchases and Sales Made in Q2 2023 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
891+ 6.61% |
$33.8K - $46K
|
14.4K
$811K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
889+ 11.07% |
$33.8K - $45.9K
|
8.92K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
848+ 0.32% |
$32.2K - $43.8K
|
264K
$14.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
774+ 3.99% |
$29.4K - $40K
|
20.2K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
747+ 12.82% |
$28.4K - $38.6K
|
6.58K
$371K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
705+ 76.22% |
$26.8K - $36.4K
|
1.63K
$92K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
694+ 4.6% |
$26.4K - $35.9K
|
15.8K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
595New |
$22.6K - $30.7K
|
595
$33.6K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
594+ 9.8% |
$22.6K - $30.7K
|
6.66K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
573+ 27.53% |
$21.8K - $29.6K
|
2.65K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
506+ 18.49% |
$19.2K - $26.1K
|
3.24K
$183K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
462+ 1.01% |
$17.5K - $23.9K
|
46.4K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
462+ 3.1% |
$17.5K - $23.9K
|
15.4K
$869K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
445+ 5.9% |
$16.9K - $23K
|
7.98K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
441+ 23.32% |
$16.7K - $22.8K
|
2.33K
$132K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
330+ 2.5% |
$12.5K - $17K
|
13.5K
$764K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
325+ 1.9% |
$12.3K - $16.8K
|
17.4K
$982K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$12.2K - $16.5K
|
320
$18.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
296+ 31.39% |
$11.2K - $15.3K
|
1.24K
$70K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
201+ 91.78% |
$7.63K - $10.4K
|
420
$23.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
200+ 0.99% |
$7.59K - $10.3K
|
20.4K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
151+ 0.44% |
$5.73K - $7.8K
|
34.8K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
79+ 303.85% |
$3K - $4.08K
|
105
$5.93K
|
|
|
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
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
54+ 0.74% |
$2.05K - $2.79K
|
7.34K
$414K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
45New |
$1.71K - $2.32K
|
45
$2.54K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.44K - $1.96K
|
38
$2.15K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 33.33% |
$949 - $1.29K
|
100
$5.65K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23+ 6.17% |
$873 - $1.19K
|
396
$22.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
21+ 3.76% |
$797 - $1.08K
|
579
$32.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 9.93% |
$570 - $775
|
166
$9.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 700.0% |
$532 - $723
|
16
$904
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 5.56% |
$494 - $672
|
247
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$380 - $517
|
10
$565
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 13.33% |
$228 - $310
|
51
$2.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.11% |
$228 - $310
|
5.64K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$190 - $258
|
5
$282
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.04% |
$114 - $155
|
7.71K
$435K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.53% |
$38 - $51.7
|
187
$10.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.63% |
$38 - $51.7
|
159
$8.98K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 5.43% |
$266 - $362
|
122
$6.89K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-18- 5.64% |
$683 - $930
|
301
$17K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$759 - $1.03K
|
45.1K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-20- 0.26% |
$759 - $1.03K
|
7.67K
$433K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-36- 60.0% |
$1.37K - $1.86K
|
24
$1.36K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 22.16% |
$1.48K - $2.01K
|
137
$7.74K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 22.16% |
$1.48K - $2.01K
|
137
$7.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-49- 0.86% |
$1.86K - $2.53K
|
5.62K
$317K
|