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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$12.2K - $16.5K
|
320
$17.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.47K+ 165.64% |
$208K - $282K
|
8.77K
$491K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-52.9K- 89.46% |
$2.01M - $2.73M
|
6.23K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-794- 0.79% |
$30.1K - $41K
|
99.2K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
7.45KNew |
$283K - $385K
|
7.45K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
70New |
$2.66K - $3.62K
|
70
$3.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$380 - $517
|
10
$560
|
|
|
Aug 14, 2023
Q2 2023
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
15K+ 15.13% |
$570K - $775K
|
114K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$190 - $258
|
5
$280
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-781- 10.76% |
$29.7K - $40.3K
|
6.48K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-48.5K- 83.79% |
$1.84M - $2.51M
|
9.39K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-698- 99.43% |
$26.5K - $36.1K
|
4
$224
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
- |
153KNew |
$5.81M - $7.9M
|
153K
$8.56M
|
|
|
Aug 11, 2023
Q2 2023
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-77- 0.08% |
$2.92K - $3.98K
|
100K
$5.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
5.82K+ 3.64% |
$221K - $301K
|
166K
$9.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-12.1K- 43.98% |
$458K - $623K
|
15.4K
$860K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
462+ 3.1% |
$17.5K - $23.9K
|
15.4K
$861K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 33.33% |
$949 - $1.29K
|
100
$5.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
74+ 8.49% |
$2.81K - $3.82K
|
946
$52.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29.7KNew |
$1.13M - $1.54M
|
29.7K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.63% |
$38 - $51.7
|
159
$8.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
8.7KNew |
$330K - $449K
|
8.7K
$487K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 10.95% |
$38.9K - $53K
|
10.4K
$581K
|
|
| Q1 2023 | |||||||
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
694KNew |
$24.8M - $33.3M
|
694K
$38.8M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61Closed |
$2.18K - $2.93K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.03MNew |
$36.9M - $49.6M
|
1.03M
$57.8M
|
|
|
Jul 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-222K- 87.52% |
$7.94M - $10.7M
|
31.7K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-50K- 32.26% |
$1.79M - $2.4M
|
105K
$5.88M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
40KNew |
$1.43M - $1.92M
|
40K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.58K- 9.19% |
$56.4K - $75.8K
|
15.6K
$873K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$1.43K - $1.92K
|
40
$2.24K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.12K+ 5.08% |
$75.7K - $102K
|
43.9K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.18KNew |
$185K - $249K
|
5.18K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$35.7 - $48
|
1
$56
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$407K - $547K
|
11.4K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.39KNew |
$192K - $259K
|
5.39K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
SELL
|
- |
-9.63K- 13.5% |
$344K - $462K
|
61.7K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
15KNew |
$537K - $721K
|
15K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11New |
$393 - $528
|
11
$616
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-11.9K- 33.2% |
$426K - $572K
|
24K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-40K- 57.13% |
$1.43M - $1.92M
|
30.1K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
229KNew |
$8.19M - $11M
|
229K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.1KNew |
$575K - $773K
|
16.1K
$901K
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
20.4KNew |
$729K - $980K
|
20.4K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 55.56% |
$2.14K - $2.88K
|
168
$9.4K
|
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.95KNew |
$106K - $142K
|
2.95K
$165K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
53.4K+ 423.99% |
$1.91M - $2.56M
|
66K
$3.69M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.43KNew |
$51.2K - $68.8K
|
1.43K
$80.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
245New |
$8.75K - $11.8K
|
245
$13.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$7.15K - $9.6K
|
200
$11.2K
|
|