Purchases and Sales Made in Q4 2022 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q4 2022. 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 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
718+ 200.56% |
$18.1K - $30.5K
|
1.08K
$60.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
640New |
$16.2K - $27.2K
|
640
$36.1K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
615New |
$15.5K - $26.1K
|
615
$34.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
545+ 12.08% |
$13.8K - $23.2K
|
5.06K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
431+ 5.94% |
$10.9K - $18.3K
|
7.69K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
419New |
$10.6K - $17.8K
|
419
$23.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
353+ 0.2% |
$8.91K - $15K
|
178K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
343+ 0.46% |
$8.66K - $14.6K
|
75.4K
$4.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
215+ 0.51% |
$5.43K - $9.14K
|
42.7K
$2.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$5.05K - $8.5K
|
200
$11.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
196+ 0.8% |
$4.95K - $8.33K
|
24.7K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
187New |
$4.72K - $7.95K
|
187
$10.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
180+ 2.33% |
$4.54K - $7.65K
|
7.89K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
127+ 0.05% |
$3.21K - $5.4K
|
263K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
100+ 1.55% |
$2.52K - $4.25K
|
6.55K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
100+ 0.53% |
$2.52K - $4.25K
|
19.1K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89+ 1.35% |
$2.25K - $3.78K
|
6.68K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74New |
$1.87K - $3.15K
|
74
$4.18K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 18.15% |
$1.49K - $2.51K
|
384
$21.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
55+ 0.12% |
$1.39K - $2.34K
|
45.2K
$2.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
49+ 158.06% |
$1.24K - $2.08K
|
80
$4.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$1.14K - $1.91K
|
45
$2.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39New |
$984 - $1.66K
|
39
$2.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20New |
$505 - $850
|
20
$1.13K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20New |
$505 - $850
|
20
$1.13K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11New |
$278 - $468
|
11
$621
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$177 - $298
|
7
$395
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$151 - $255
|
6
$339
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$25.2 - $42.5
|
1
$56.5
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- -0.0% |
$25.2 - $42.5
|
23.7K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 13.33% |
$101 - $170
|
26
$1.47K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 0.09% |
$126 - $213
|
5.44K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 5.41% |
$151 - $255
|
105
$5.93K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9- 0.09% |
$227 - $383
|
9.49K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-11- 5.47% |
$278 - $468
|
190
$10.7K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18- 0.92% |
$454 - $765
|
1.95K
$110K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-18- 0.23% |
$454 - $765
|
7.69K
$434K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-55- 39.29% |
$1.39K - $2.34K
|
85
$4.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62- 0.14% |
$1.56K - $2.64K
|
45K
$2.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-71- 25.72% |
$1.79K - $3.02K
|
205
$11.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-89- 97.8% |
$2.25K - $3.78K
|
2
$113
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-90- 68.7% |
$2.27K - $3.83K
|
41
$2.32K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-96- 1.23% |
$2.42K - $4.08K
|
7.69K
$434K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-96- 1.23% |
$2.42K - $4.08K
|
7.69K
$434K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-96- 1.23% |
$2.42K - $4.08K
|
7.69K
$434K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-104- 21.27% |
$2.62K - $4.42K
|
385
$21.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-129- 77.71% |
$3.26K - $5.48K
|
37
$2.09K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-137- 0.67% |
$3.46K - $5.82K
|
20.4K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-167- 1.73% |
$4.22K - $7.1K
|
9.5K
$536K
|