Latest Institutional Transactions on Smartsheet Inc (SMAR)

SMAR Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
43
New
$1.63K - $1.91K
43 $2.43K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
5
New
$189 - $222
5 $282
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

SELL
 -
-79
- 75.24%
$2.99K - $3.51K
26 $1.47K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2
New
$75.7 - $88.8
2 $113
Q2 2023
Jun 03, 2024 Q2 2023
Hamilton Lane Advisors LLC

BUY
 -
13.9K
New
$530K - $720K
13.9K $788K
Sep 25, 2023 Q2 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
14.6K
+ 19.48%
$555K - $755K
89.7K $5.06M
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
320
New
$12.2K - $16.5K
320 $18.1K
Aug 15, 2023 Q2 2023
Castleark Management LLC

Chicago, IL
SELL
 -
-52.9K
- 89.46%
$2.01M - $2.73M
6.23K $352K
Aug 15, 2023 Q2 2023
Neo Ivy Capital Management

New York, NY
BUY
 -
5.47K
+ 165.64%
$208K - $282K
8.77K $495K
Aug 14, 2023 Q2 2023
Whetstone Capital Advisors, LLC

Shawnee Mission, KS
BUY
 -
15K
+ 15.13%
$570K - $775K
114K $6.45M
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
10
New
$380 - $517
10 $565
Aug 14, 2023 Q2 2023
Foster Dykema Cabot & CO Inc

BUY
 -
70
New
$2.66K - $3.62K
70 $3.95K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-698
- 99.43%
$26.5K - $36.1K
4 $226
Aug 14, 2023 Q2 2023
Weiss Multi Strategy Advisers LLC

New York, NY
SELL
 -
-794
- 0.79%
$30.1K - $41K
99.2K $5.6M
Aug 14, 2023 Q2 2023
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-781
- 10.76%
$29.7K - $40.3K
6.48K $366K
Aug 14, 2023 Q2 2023
Resonate Capital, LLC

San Francisco, CA
SELL
 -
-48.5K
- 83.79%
$1.84M - $2.51M
9.39K $530K
Aug 11, 2023 Q2 2023
Harbor Spring Capital, LLC

New York, NY
BUY
 -
153K
New
$5.81M - $7.9M
153K $8.64M
Aug 11, 2023 Q2 2023
1492 Capital Management LLC

Milwaukee, WI
SELL
 -
-77
- 0.08%
$2.92K - $3.98K
100K $5.67M
Aug 11, 2023 Q2 2023
Bloom Tree Partners, LLC

New York, NY
BUY
 -
5.82K
+ 3.64%
$221K - $301K
166K $9.36M
Aug 10, 2023 Q2 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
462
+ 3.1%
$17.5K - $23.9K
15.4K $869K
Aug 10, 2023 Q2 2023
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-12.1K
- 43.98%
$458K - $623K
15.4K $867K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
25
+ 33.33%
$949 - $1.29K
100 $5.65K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
74
+ 8.49%
$2.81K - $3.82K
946 $53.4K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
29.7K
New
$1.13M - $1.54M
29.7K $1.68M
Jul 11, 2023 Q2 2023
Washington Capital Management Inc

BUY
 PUT
8.7K
New
$330K - $449K
8.7K $491K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.03K
+ 10.95%
$38.9K - $53K
10.4K $587K
Q1 2023
Oct 07, 2024 Q1 2023
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
694K
New
$24.8M - $33.3M
694K $39.2M
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-61
Closed
$2.18K - $2.93K
0 $0
Dec 13, 2023 Q1 2023
Polar Capital Holdings PLC

London, X0
BUY
 -
1.03M
New
$36.9M - $49.6M
1.03M $58.3M
Jul 12, 2023 Q1 2023
Eam Investors, LLC

Solana Beach, CA
SELL
 -
-222K
- 87.52%
$7.94M - $10.7M
31.7K $1.79M
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
1
New
$35.7 - $48
1 $56.5
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
5.18K
New
$185K - $249K
5.18K $293K
May 15, 2023 Q1 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
2.12K
+ 5.08%
$75.7K - $102K
43.9K $2.48M
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 $881K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
11.4K
New
$407K - $547K
11.4K $643K
May 15, 2023 Q1 2023
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 CALL
40K
New
$1.43M - $1.92M
40K $2.26M
May 15, 2023 Q1 2023
Potrero Capital Research LLC

San Francisco, CA
SELL
 -
-50K
- 32.26%
$1.79M - $2.4M
105K $5.93M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
40
New
$1.43K - $1.92K
40 $2.26K
May 12, 2023 Q1 2023
Quantbot Technologies LP

New York, NY
SELL
 -
-11.9K
- 33.2%
$426K - $572K
24K $1.35M
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
11
New
$393 - $528
11 $621
May 12, 2023 Q1 2023
Dodge & Cox

San Francisco, CA
BUY
 -
15K
New
$537K - $721K
15K $848K
May 12, 2023 Q1 2023
Global Endowment Management, LP

Charlotte, NC
SELL
 -
-40K
- 57.13%
$1.43M - $1.92M
30.1K $1.7M
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
229K
New
$8.19M - $11M
229K $12.9M
May 12, 2023 Q1 2023
Nishkama Capital, LLC

Dorado, PR
SELL
 -
-9.63K
- 13.5%
$344K - $462K
61.7K $3.48M
May 12, 2023 Q1 2023
Advisory Research Inc

Chicago, IL
BUY
 -
5.39K
New
$192K - $259K
5.39K $304K
May 10, 2023 Q1 2023
Ergoteles LLC

New York, NY
BUY
 -
16.1K
New
$575K - $773K
16.1K $909K
May 05, 2023 Q1 2023
Premier Fund Managers LTD

BUY
 -
20.4K
New
$729K - $980K
20.4K $1.15M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
60
+ 55.56%
$2.14K - $2.88K
168 $9.49K
May 03, 2023 Q1 2023
Robeco Institutional Asset Management B.V.

BUY
 -
2.95K
New
$106K - $142K
2.95K $167K

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