Purchases and Sales Made in Q1 2023 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q1 2023. The information is specifically focused on institutions that hold shares of EngageSmart, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
188+ 1.2% |
$3.16K - $4.08K
|
15.8K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
91+ 910.0% |
$1.53K - $1.98K
|
101
$0
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
90+ 1.44% |
$1.51K - $1.95K
|
6.34K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 111.27% |
$1.33K - $1.72K
|
150
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
24New |
$404 - $521
|
24
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$320 - $413
|
19
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 111.11% |
$168 - $217
|
19
$0
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-12- 0.03% |
$202 - $261
|
47.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-255- 4.18% |
$4.29K - $5.54K
|
5.84K
$0
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-350- 15.72% |
$5.89K - $7.6K
|
1.88K
$0
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-368- 0.64% |
$6.19K - $7.99K
|
57.5K
$0
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-674- 12.03% |
$11.3K - $14.6K
|
4.93K
$0
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-790- 2.29% |
$13.3K - $17.2K
|
33.7K
$0
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-974- 6.87% |
$16.4K - $21.2K
|
13.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.39K- 13.16% |
$23.4K - $30.3K
|
9.19K
$0
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.69K- 8.14% |
$45.3K - $58.5K
|
30.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.1K- 0.51% |
$52.1K - $67.3K
|
608K
$0
|
|
|
May 12, 2023
Q1 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-3.61K- 0.77% |
$60.7K - $78.4K
|
466K
$0
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.31K- 2.05% |
$89.3K - $115K
|
254K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.32K- 37.0% |
$89.5K - $115K
|
9.05K
$0
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.34K- 30.23% |
$89.9K - $116K
|
12.3K
$0
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-5.48K- 22.29% |
$92.3K - $119K
|
19.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-7.01K- 7.4% |
$118K - $152K
|
87.8K
$0
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-7.94K- 36.81% |
$134K - $172K
|
13.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9K- 20.0% |
$151K - $195K
|
36K
$0
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-14K- 79.1% |
$236K - $304K
|
3.7K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.3K- 8.95% |
$240K - $310K
|
145K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21K- 17.31% |
$354K - $457K
|
100K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 67.25% |
$436K - $563K
|
12.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-31.4K- 41.33% |
$528K - $682K
|
44.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-33.6K- 26.02% |
$565K - $729K
|
95.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.3K- 28.75% |
$763K - $984K
|
112K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50K- 82.51% |
$841K - $1.09M
|
10.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-53K- 56.57% |
$892K - $1.15M
|
40.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.8K- 16.02% |
$922K - $1.19M
|
287K
$0
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-64.6K- 1.83% |
$1.09M - $1.4M
|
3.47M
$0
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-288K- 84.36% |
$4.85M - $6.25M
|
53.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-935K- 43.53% |
$15.7M - $20.3M
|
1.21M
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Summit Partners L P
|
SELL
|
- |
-1.92M- 7.14% |
$32.3M - $41.7M
|
25M
$0
|
|
|
May 15, 2023
Q1 2023
|
General Atlantic LLC
New York, NY |
SELL
|
- |
-6.94M- 7.14% |
$117M - $151M
|
90.3M
$0
|