Purchases and Sales Made in Q4 2023 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Renaissance Capital LLC
|
BUY
|
- |
30.8KNew |
$567K - $706K
|
30.8K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
30.5KNew |
$562K - $699K
|
30.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.9KNew |
$515K - $640K
|
27.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
26.6KNew |
$490K - $609K
|
26.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$467K - $581K
|
25.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
24.2KNew |
$447K - $556K
|
24.2K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Dld Asset Management, LP
New York, NY |
BUY
|
- |
22KNew |
$406K - $504K
|
22K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
21.7KNew |
$400K - $497K
|
21.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
20.8K+ 198.83% |
$384K - $477K
|
31.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
20.7KNew |
$382K - $475K
|
20.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Management LLC
New York, NY |
BUY
|
- |
19KNew |
$350K - $436K
|
19K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.5K+ 76.11% |
$340K - $423K
|
42.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
14.5KNew |
$268K - $333K
|
14.5K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.2K+ 64.84% |
$262K - $326K
|
36.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
14.2KNew |
$261K - $325K
|
14.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13K+ 10.91% |
$240K - $299K
|
133K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
13K+ 73.45% |
$240K - $298K
|
30.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.3K+ 103.7% |
$209K - $260K
|
22.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.3K+ 251.54% |
$209K - $260K
|
15.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.2KNew |
$188K - $234K
|
10.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.46K+ 56.52% |
$156K - $194K
|
23.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.81K+ 11.78% |
$126K - $156K
|
64.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.89K+ 29.74% |
$109K - $135K
|
25.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.46K+ 387.7% |
$101K - $125K
|
6.86K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.13K+ 1.16% |
$76.2K - $94.7K
|
361K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.7KNew |
$68.2K - $84.8K
|
3.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.54K+ 0.77% |
$65.2K - $81.1K
|
464K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.66K+ 0.36% |
$49K - $61K
|
740K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.54K+ 19.5% |
$46.8K - $58.2K
|
15.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
2.49KNew |
$46K - $57.2K
|
2.49K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.84K+ 150.57% |
$33.9K - $42.1K
|
3.06K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.76K+ 2.71% |
$32.4K - $40.3K
|
66.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.03KNew |
$19K - $23.7K
|
1.03K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
659+ 3468.42% |
$12.2K - $15.1K
|
678
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
367New |
$6.77K - $8.42K
|
367
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
125+ 2.59% |
$2.31K - $2.87K
|
4.96K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 12.49% |
$1.99K - $2.48K
|
973
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68New |
$1.25K - $1.56K
|
68
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56New |
$1.03K - $1.28K
|
56
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$461 - $573
|
25
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
24New |
$443 - $550
|
24
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19New |
$350 - $436
|
19
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 56.25% |
$166 - $206
|
25
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 87.5% |
$129 - $161
|
15
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-98- 0.4% |
$1.81K - $2.25K
|
24.2K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-207- 1.45% |
$3.82K - $4.75K
|
14K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-310- 9.97% |
$5.72K - $7.11K
|
2.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-478- 1.7% |
$8.81K - $11K
|
27.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-480- 9.42% |
$8.85K - $11K
|
4.62K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-493- 6.67% |
$9.09K - $11.3K
|
6.9K
$0
|