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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-500- 23.13% |
$9.22K - $11.5K
|
1.66K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.01K- 10.14% |
$18.7K - $23.2K
|
8.96K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 95.79% |
$21K - $26.1K
|
50
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.27K- 18.88% |
$23.5K - $29.2K
|
5.46K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.49KClosed |
$27.4K - $34.1K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 2.44% |
$28.9K - $36K
|
62.8K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.58K- 2.96% |
$29K - $36.1K
|
51.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.25K- 4.1% |
$41.5K - $51.6K
|
52.7K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-2.93K- 23.05% |
$54K - $67.1K
|
9.77K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-5.23K- 38.51% |
$96.4K - $120K
|
8.35K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5.92K- 28.3% |
$109K - $136K
|
15K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sandia Investment Management LP
Boston, MA |
SELL
|
- |
-7.87K- 62.92% |
$145K - $180K
|
4.64K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.48K- 38.35% |
$156K - $195K
|
13.6K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.42K- 32.57% |
$174K - $216K
|
19.5K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-11K- 10.01% |
$203K - $252K
|
98.9K
$0
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-25.6KClosed |
$472K - $586K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32K- 48.09% |
$590K - $734K
|
34.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-39.6K- 63.64% |
$730K - $908K
|
22.6K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43.6K- 57.07% |
$803K - $999K
|
32.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-54.9K- 30.98% |
$1.01M - $1.26M
|
122K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.1K- 77.83% |
$1.05M - $1.31M
|
16.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-85.1K- 1.62% |
$1.57M - $1.95M
|
5.16M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90K- 66.37% |
$1.66M - $2.06M
|
45.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-124K- 86.36% |
$2.28M - $2.84M
|
19.6K
$0
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-124K- 86.36% |
$2.28M - $2.84M
|
19.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-143K- 92.97% |
$2.64M - $3.28M
|
10.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-202K- 16.95% |
$3.72M - $4.63M
|
989K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-244K- 63.96% |
$4.49M - $5.59M
|
137K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-296K- 91.68% |
$5.47M - $6.8M
|
26.9K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-491K- 35.07% |
$9.04M - $11.2M
|
908K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-743K- 99.75% |
$13.7M - $17M
|
1.86K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-765K- 76.5% |
$14.1M - $17.5M
|
235K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-765K- 16.0% |
$14.1M - $17.5M
|
4.02M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.18M- 98.02% |
$40.1M - $49.9M
|
43.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.31M- 89.01% |
$42.6M - $53M
|
285K
$0
|