Purchases and Sales Made in Q4 2021 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
681+ 5.51% |
$40.5K - $54.4K
|
13.1K
$737K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
556+ 9.37% |
$33.1K - $44.4K
|
6.49K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
533+ 0.52% |
$31.7K - $42.5K
|
104K
$5.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
515+ 17.7% |
$30.6K - $41.1K
|
3.43K
$193K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
500+ 7.52% |
$29.7K - $39.9K
|
7.15K
$404K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
500New |
$29.7K - $39.9K
|
500
$28.2K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
484+ 289.82% |
$28.8K - $38.6K
|
651
$36.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
466+ 5.76% |
$27.7K - $37.2K
|
8.55K
$483K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
436+ 3.47% |
$25.9K - $34.8K
|
13K
$734K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
411New |
$24.5K - $32.8K
|
411
$23.2K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
397New |
$23.6K - $31.7K
|
397
$22.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
378New |
$22.5K - $30.2K
|
378
$21.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
331+ 66.6% |
$19.7K - $26.4K
|
828
$46.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
313+ 3130.0% |
$18.6K - $25K
|
323
$18.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
312+ 2.58% |
$18.6K - $24.9K
|
12.4K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
304+ 0.27% |
$18.1K - $24.3K
|
111K
$6.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
264+ 3.83% |
$15.7K - $21.1K
|
7.15K
$404K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
260+ 7.84% |
$15.5K - $20.8K
|
3.58K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
255+ 5.4% |
$15.2K - $20.4K
|
4.98K
$281K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
253New |
$15.1K - $20.2K
|
253
$14.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
250New |
$14.9K - $20K
|
250
$14.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
248+ 25.13% |
$14.8K - $19.8K
|
1.24K
$69.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
222+ 84.73% |
$13.2K - $17.7K
|
484
$27.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
214+ 1.59% |
$12.7K - $17.1K
|
13.6K
$770K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
211+ 4.2% |
$12.6K - $16.8K
|
5.23K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$11.9K - $16K
|
200
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
178+ 2.99% |
$10.6K - $14.2K
|
6.13K
$346K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
176+ 34.17% |
$10.5K - $14K
|
691
$39K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
112+ 29.17% |
$6.66K - $8.94K
|
496
$28K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105New |
$6.25K - $8.38K
|
105
$5.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
102+ 9.76% |
$6.07K - $8.14K
|
1.15K
$64.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.59% |
$5.95K - $7.98K
|
6.4K
$361K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
73+ 1.15% |
$4.34K - $5.83K
|
6.41K
$362K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 140.0% |
$4.16K - $5.59K
|
120
$6.78K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
67+ 1.56% |
$3.99K - $5.35K
|
4.36K
$246K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
55+ 78.57% |
$3.27K - $4.39K
|
125
$7.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
47+ 0.21% |
$2.8K - $3.75K
|
22.9K
$1.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
45+ 0.44% |
$2.68K - $3.59K
|
10.3K
$579K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
44New |
$2.62K - $3.51K
|
44
$2.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
39+ 14.29% |
$2.32K - $3.11K
|
312
$17.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
35+ 2.33% |
$2.08K - $2.79K
|
1.54K
$86.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 59.65% |
$2.02K - $2.71K
|
91
$5.14K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$1.9K - $2.55K
|
32
$1.81K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
28+ 0.35% |
$1.67K - $2.23K
|
8.08K
$456K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
28+ 0.35% |
$1.67K - $2.23K
|
8.08K
$456K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18New |
$1.07K - $1.44K
|
18
$1.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16New |
$952 - $1.28K
|
16
$904
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15New |
$892 - $1.2K
|
15
$847
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
13+ 185.71% |
$773 - $1.04K
|
20
$1.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 56.25% |
$535 - $718
|
25
$1.41K
|