Purchases and Sales Made in Q3 2023 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.21KNew |
$35.9K - $43.2K
|
2.21K
$0
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.8K+ 3.21% |
$29.3K - $35.2K
|
57.8K
$0
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.56K+ 5.7% |
$25.4K - $30.5K
|
28.9K
$0
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$22.8K - $27.5K
|
1.4K
$0
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.1K+ 1.01% |
$17.9K - $21.5K
|
110K
$0
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
863+ 3.69% |
$14K - $16.9K
|
24.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
780+ 19.43% |
$12.7K - $15.3K
|
4.79K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
617+ 107.87% |
$10K - $12.1K
|
1.19K
$0
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
577+ 8.47% |
$9.39K - $11.3K
|
7.39K
$0
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
418+ 15.53% |
$6.81K - $8.18K
|
3.11K
$0
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
286New |
$4.66K - $5.6K
|
286
$0
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
257+ 694.59% |
$4.18K - $5.03K
|
294
$0
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
257+ 21.6% |
$4.18K - $5.03K
|
1.45K
$0
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
210+ 1.52% |
$3.42K - $4.11K
|
14K
$0
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
206+ 1.47% |
$3.35K - $4.03K
|
14.2K
$0
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
153+ 1.51% |
$2.49K - $3K
|
10.3K
$0
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
111+ 0.56% |
$1.81K - $2.17K
|
19.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
86+ 11.04% |
$1.4K - $1.68K
|
865
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
19New |
$309 - $372
|
19
$0
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10+ 1.6% |
$163 - $196
|
635
$0
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7+ 0.05% |
$114 - $137
|
14.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.02% |
$32.6 - $39.2
|
9.98K
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-10- 55.56% |
$163 - $196
|
8
$0
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-224- 0.35% |
$3.65K - $4.39K
|
64.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 18.77% |
$19.2K - $23.1K
|
5.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.55K- 24.24% |
$25.2K - $30.3K
|
4.83K
$0
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.93K- 0.26% |
$31.5K - $37.8K
|
737K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.54K- 5.05% |
$57.6K - $69.3K
|
66.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.42K- 8.86% |
$71.9K - $86.5K
|
45.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.98K- 7.42% |
$81.1K - $97.5K
|
62.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.17K- 8.6% |
$84.2K - $101K
|
55K
$0
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5.29K- 35.46% |
$86.2K - $104K
|
9.64K
$0
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.47K- 11.33% |
$105K - $127K
|
50.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.11K- 61.21% |
$116K - $139K
|
4.51K
$0
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.66K- 5.07% |
$125K - $150K
|
143K
$0
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.66K- 5.07% |
$125K - $150K
|
143K
$0
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-8.2K- 27.36% |
$133K - $160K
|
21.8K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.86K- 82.19% |
$144K - $173K
|
1.92K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.1K- 48.17% |
$197K - $237K
|
13K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 13.99% |
$202K - $243K
|
76.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.7K- 56.75% |
$256K - $308K
|
12K
$0
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-16.2K- 55.88% |
$265K - $318K
|
12.8K
$0
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-16.3K- 58.74% |
$266K - $319K
|
11.5K
$0
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-17.7K- 92.65% |
$289K - $347K
|
1.41K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 40.48% |
$524K - $630K
|
47.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-41.1K- 54.32% |
$669K - $805K
|
34.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-50K- 4.76% |
$814K - $979K
|
1M
$0
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-53.7KClosed |
$874K - $1.05M
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-60.4K- 73.61% |
$983K - $1.18M
|
21.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-71.8K- 5.68% |
$1.17M - $1.41M
|
1.19M
$0
|