Purchases and Sales Made in Q2 2023 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.1K+ 12.34% |
$114K - $138K
|
64.6K
$0
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.87K+ 43.67% |
$110K - $134K
|
22.6K
$0
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
6.86KNew |
$110K - $133K
|
6.86K
$0
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.78K+ 35.35% |
$109K - $132K
|
26K
$0
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
6.72K+ 31.91% |
$107K - $131K
|
27.8K
$0
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6.26K+ 36.51% |
$100K - $122K
|
23.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6.05K+ 153.7% |
$96.7K - $118K
|
9.98K
$0
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.74K+ 62.4% |
$91.8K - $112K
|
14.9K
$0
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.52K+ 24.84% |
$88.3K - $107K
|
27.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
5.18K+ 5.98% |
$82.9K - $101K
|
91.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.01K+ 31.68% |
$80.1K - $97.4K
|
20.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.61K+ 29.28% |
$57.8K - $70.2K
|
15.9K
$0
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.2K+ 6.68% |
$51.2K - $62.2K
|
51.1K
$0
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.89K+ 38.34% |
$30.2K - $36.7K
|
6.82K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.4K+ 53.38% |
$22.4K - $27.2K
|
4.01K
$0
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.28K+ 10.4% |
$20.5K - $24.9K
|
13.6K
$0
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
914+ 298.69% |
$14.6K - $17.8K
|
1.22K
$0
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
815+ 43.44% |
$13K - $15.9K
|
2.69K
$0
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
568+ 2.97% |
$9.09K - $11K
|
19.7K
$0
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
183+ 1.73% |
$2.93K - $3.56K
|
10.8K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
124+ 9.11% |
$1.98K - $2.41K
|
1.49K
$0
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
72+ 300.0% |
$1.15K - $1.4K
|
96
$0
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
46+ 0.73% |
$736 - $895
|
6.38K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
18New |
$288 - $350
|
18
$0
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18+ 0.12% |
$288 - $350
|
14.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
1+ 0.0% |
$16 - $19.5
|
75.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25- 0.17% |
$400 - $486
|
14.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41- 6.69% |
$656 - $797
|
572
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85- 84.16% |
$1.36K - $1.65K
|
16
$0
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-94- 0.92% |
$1.5K - $1.83K
|
10.1K
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-113- 75.33% |
$1.81K - $2.2K
|
37
$0
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 3.09% |
$3.2K - $3.89K
|
6.28K
$0
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-315- 33.51% |
$5.04K - $6.13K
|
625
$0
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-682- 46.68% |
$10.9K - $13.3K
|
779
$0
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 11.96% |
$17.3K - $21K
|
7.97K
$0
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-1.23K- 51.83% |
$19.7K - $23.9K
|
1.14K
$0
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.56K- 56.71% |
$24.9K - $30.3K
|
1.19K
$0
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 12.11% |
$46.2K - $56.2K
|
21K
$0
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.5K- 65.22% |
$72K - $87.5K
|
2.4K
$0
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-4.55K- 40.29% |
$72.7K - $88.4K
|
6.74K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.56K- 3.33% |
$153K - $186K
|
278K
$0
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-9.82K- 44.25% |
$157K - $191K
|
12.4K
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 11.68% |
$188K - $228K
|
88.8K
$0
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15K- 36.87% |
$240K - $292K
|
25.7K
$0
|
|
Aug 03, 2023
Q2 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-16.9K- 36.83% |
$271K - $330K
|
29.1K
$0
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 26.62% |
$300K - $365K
|
51.8K
$0
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 26.62% |
$300K - $365K
|
51.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-24.1K- 64.8% |
$386K - $469K
|
13.1K
$0
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-25.9K- 86.94% |
$414K - $504K
|
3.89K
$0
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.8K- 20.99% |
$445K - $541K
|
105K
$0
|