Latest Institutional Transactions on Smartsheet Inc (SMAR)
This table provides information on the latest institutional transactions involving Smartsheet Inc (SMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-232- 90.63% |
$12.8K - $13.1K
|
24
$1.36K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-223- 21.59% |
$12.3K - $12.6K
|
810
$45.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.62K+ 3.41% |
$89.8K - $91.7K
|
49.2K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 39.6% |
$11.1K - $11.3K
|
305
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
50+ 25.51% |
$2.77K - $2.83K
|
246
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.8K+ 144.94% |
$1.26M - $1.29M
|
38.5K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.96K+ 24.25% |
$275K - $280K
|
25.4K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
25.8K+ 55.69% |
$1.43M - $1.46M
|
72.2K
$4.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$5.54K - $5.65K
|
100
$5.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-85.3K- 60.36% |
$4.72M - $4.82M
|
56.1K
$3.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.96KNew |
$274K - $280K
|
4.96K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
855+ 16.58% |
$47.3K - $48.3K
|
6.01K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.57% |
$1.38K - $1.41K
|
4.4K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$55.4 - $56.5
|
1
$56.5
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.01KNew |
$388K - $396K
|
7.01K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.4K- 17.17% |
$133K - $136K
|
11.6K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 922.22% |
$9.19K - $9.38K
|
184
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.14K+ 30.79% |
$63.3K - $64.6K
|
4.86K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14- 14.58% |
$775 - $791
|
82
$4.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$25.8K - $26.4K
|
467
$26.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19.6K- 43.49% |
$1.09M - $1.11M
|
25.5K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
482+ 6.78% |
$26.7K - $27.2K
|
7.6K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 37.01% |
$127K - $130K
|
3.91K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.32K+ 61.82% |
$184K - $187K
|
8.68K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.09K- 20.27% |
$116K - $118K
|
8.21K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 62.5% |
$830 - $848
|
39
$2.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.69K+ 4.64% |
$370K - $378K
|
151K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
40+ 7.81% |
$2.21K - $2.26K
|
552
$31.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.4KNew |
$799K - $816K
|
14.4K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Syquant Capital Sas
|
BUY
|
- |
275KNew |
$15.2M - $15.6M
|
275K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-4.24K- 22.96% |
$235K - $240K
|
14.2K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-26.3K- 86.0% |
$1.46M - $1.49M
|
4.29K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.75KNew |
$263K - $269K
|
4.75K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.26K+ 30.13% |
$347K - $354K
|
27.1K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 0.44% |
$1.33K - $1.36K
|
5.44K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
70.2K+ 1399.68% |
$3.89M - $3.97M
|
75.3K
$4.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-172- 4.83% |
$9.52K - $9.72K
|
3.39K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
622+ 2.17% |
$34.4K - $35.1K
|
29.3K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
19.6K+ 11.03% |
$1.08M - $1.11M
|
197K
$11.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.21KNew |
$233K - $238K
|
4.21K
$238K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 2.23% |
$1.16K - $1.19K
|
961
$54.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 4.52% |
$1.88K - $1.92K
|
786
$44.4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.4K- 4.28% |
$2.68M - $3.46M
|
1.4M
$78.8M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-210- 4.6% |
$9.02K - $11.6K
|
4.36K
$246K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.6KNew |
$669K - $864K
|
15.6K
$879K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$539K - $696K
|
12.6K
$709K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
112+ 0.18% |
$4.81K - $6.21K
|
62.1K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.01KNew |
$258K - $333K
|
6.01K
$339K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.6K- 67.14% |
$454K - $586K
|
5.17K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
34.7K+ 71.84% |
$1.49M - $1.93M
|
83.1K
$4.69M
|
|