Purchases and Sales Made in Q2 2022 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.33K+ 76.74% |
$134K - $186K
|
19.2K
$0
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.33K+ 76.74% |
$134K - $186K
|
19.2K
$0
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
8.33K+ 76.74% |
$134K - $186K
|
19.2K
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.28K+ 88.89% |
$133K - $185K
|
17.6K
$0
|
|
Aug 15, 2022
Q2 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
8.08K+ 118.19% |
$130K - $181K
|
14.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.89K+ 13.07% |
$127K - $177K
|
68.2K
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.26K+ 45.09% |
$117K - $162K
|
23.4K
$0
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.04KNew |
$97.1K - $135K
|
6.04K
$0
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.87K+ 6.45% |
$62.2K - $86.6K
|
63.8K
$0
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
3.56K+ 588.76% |
$57.3K - $79.7K
|
4.17K
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.55K+ 1612.73% |
$57.1K - $79.4K
|
3.77K
$0
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.06K+ 124.42% |
$49.2K - $68.4K
|
5.51K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 1.25% |
$39.9K - $55.5K
|
201K
$0
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.17K+ 134.2% |
$34.8K - $48.5K
|
3.78K
$0
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.38K+ 111.05% |
$22.1K - $30.8K
|
2.62K
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 17.74% |
$19.2K - $26.7K
|
7.93K
$0
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
940New |
$15.1K - $21K
|
940
$0
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
923+ 70.84% |
$14.8K - $20.7K
|
2.23K
$0
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
923+ 70.84% |
$14.8K - $20.7K
|
2.23K
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
911New |
$14.6K - $20.4K
|
911
$0
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
350+ 18.66% |
$5.63K - $7.83K
|
2.23K
$0
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
240+ 1.52% |
$3.86K - $5.37K
|
16K
$0
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
75New |
$1.21K - $1.68K
|
75
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15New |
$241 - $336
|
15
$0
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
7New |
$113 - $157
|
7
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$48.2 - $67.1
|
3
$0
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$16.1 - $22.4
|
1
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 22.73% |
$80.4 - $112
|
17
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20Closed |
$322 - $448
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-409- 3.68% |
$6.58K - $9.15K
|
10.7K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-657- 76.57% |
$10.6K - $14.7K
|
201
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-856- 11.17% |
$13.8K - $19.2K
|
6.81K
$0
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.43K- 10.81% |
$23K - $32K
|
11.8K
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.7K- 78.31% |
$43.4K - $60.4K
|
748
$0
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.66K- 22.37% |
$58.8K - $81.8K
|
12.7K
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.3K- 23.59% |
$230K - $320K
|
46.3K
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-15.8K- 2.52% |
$254K - $354K
|
612K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.2K- 5.77% |
$325K - $453K
|
331K
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-23K- 20.36% |
$370K - $515K
|
90K
$0
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-33.9K- 97.41% |
$545K - $758K
|
900
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.6K- 14.4% |
$878K - $1.22M
|
324K
$0
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-83.4KClosed |
$1.34M - $1.87M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-120KClosed |
$1.93M - $2.69M
|
0
$0
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-190K- 77.46% |
$3.06M - $4.26M
|
55.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-1.16M- 31.92% |
$18.6M - $25.9M
|
2.47M
$0
|