Purchases and Sales Made in Q4 2023 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 6.12% |
$229 - $291
|
104
$5.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.51% |
$38.1 - $48.4
|
196
$11.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 16.39% |
$381 - $484
|
51
$2.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 1.25% |
$419 - $533
|
871
$49.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 33.33% |
$495 - $629
|
26
$1.47K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- 0.73% |
$610 - $775
|
2.16K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 2.93% |
$914 - $1.16K
|
795
$44.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-24Closed |
$914 - $1.16K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-56Closed |
$2.13K - $2.71K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-62- 0.32% |
$2.36K - $3K
|
19.6K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-78- 0.68% |
$2.97K - $3.78K
|
11.3K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-87- 1.11% |
$3.31K - $4.21K
|
7.78K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-91- 1.44% |
$3.47K - $4.41K
|
6.22K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-91- 0.16% |
$3.47K - $4.41K
|
57.5K
$3.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-91- 25.0% |
$3.47K - $4.41K
|
273
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-103- 1.59% |
$3.92K - $4.99K
|
6.36K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-103- 45.78% |
$3.92K - $4.99K
|
122
$6.89K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-116- 0.62% |
$4.42K - $5.62K
|
18.6K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-116- 0.62% |
$4.42K - $5.62K
|
18.6K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-118- 42.91% |
$4.5K - $5.71K
|
157
$8.87K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-121- 0.93% |
$4.61K - $5.86K
|
12.9K
$730K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-167- 2.24% |
$6.36K - $8.09K
|
7.28K
$411K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-175- 13.94% |
$6.67K - $8.47K
|
1.08K
$61K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-200- 54.95% |
$7.62K - $9.68K
|
164
$9.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-201- 3.44% |
$7.66K - $9.73K
|
5.65K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-237- 1.16% |
$9.03K - $11.5K
|
20.2K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-250- 4.7% |
$9.53K - $12.1K
|
5.07K
$286K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-253- 0.7% |
$9.64K - $12.3K
|
35.9K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-313- 2.96% |
$11.9K - $15.2K
|
10.3K
$580K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-314- 1.57% |
$12K - $15.2K
|
19.7K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-332- 2.46% |
$12.6K - $16.1K
|
13.2K
$743K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-510- 32.28% |
$19.4K - $24.7K
|
1.07K
$60.4K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-544- 0.68% |
$20.7K - $26.3K
|
78.9K
$4.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-595- 4.37% |
$22.7K - $28.8K
|
13K
$736K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-622- 3.44% |
$23.7K - $30.1K
|
17.5K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-634- 5.29% |
$24.2K - $30.7K
|
11.4K
$642K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-650- 7.99% |
$24.8K - $31.5K
|
7.48K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-775- 2.43% |
$29.5K - $37.5K
|
31.2K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-831- 13.48% |
$31.7K - $40.2K
|
5.33K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-842- 5.58% |
$32.1K - $40.8K
|
14.3K
$805K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-849- 1.62% |
$32.3K - $41.1K
|
51.6K
$2.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-863- 8.68% |
$32.9K - $41.8K
|
9.07K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-957- 0.6% |
$36.5K - $46.3K
|
158K
$8.9M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-970- 15.13% |
$37K - $47K
|
5.44K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-998- 5.22% |
$38K - $48.3K
|
18.1K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 2.19% |
$39.4K - $50K
|
46.2K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.1K- 3.18% |
$42K - $53.4K
|
33.6K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.14K- 31.62% |
$43.4K - $55.2K
|
2.46K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-1.38K- 6.84% |
$52.4K - $66.6K
|
18.8K
$1.06M
|