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 |
---|---|---|---|---|---|---|---|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.4KClosed |
$203K - $287K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-33Closed |
$1.97K - $2.79K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-18Closed |
$1.08K - $1.52K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.2KClosed |
$251K - $355K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.35KClosed |
$200K - $283K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$2.45K - $3.46K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.95KClosed |
$296K - $418K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240New |
$11.7K - $17.7K
|
240
$13.6K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-20Closed |
$979 - $1.48K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-151KClosed |
$7.38M - $11.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Highside Global Management LLC
Dallas, TX |
SELL
|
- |
-212KClosed |
$10.4M - $15.7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Parsifal Capital Management, LP
Greenwich, CT |
SELL
|
- |
-550KClosed |
$26.9M - $40.7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Berylson Capital Partners, LLC
Boston, MA |
SELL
|
- |
-111KClosed |
$5.43M - $8.2M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
20KNew |
$979K - $1.48M
|
20K
$1.13M
|
|
Feb 16, 2021
Q4 2020
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-4.49MClosed |
$220M - $331M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
D1 Capital Partners L.P.
New York, NY |
SELL
|
- |
-3.44MClosed |
$168M - $254M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-244KClosed |
$11.9M - $18M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-7.8KClosed |
$382K - $576K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Point Break Capital Management, LLC
Miami, FL |
SELL
|
- |
-29KClosed |
$1.42M - $2.14M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-10KClosed |
$489K - $739K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Hudock, Inc.
|
SELL
|
- |
-100Closed |
$4.89K - $7.39K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-140KClosed |
$6.83M - $10.3M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10Closed |
$489 - $739
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-20.2KClosed |
$990K - $1.49M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-400- 36.36% |
$19.6K - $29.5K
|
700
$39.5K
|
|
Jan 13, 2021
Q4 2020
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-500- 11.08% |
$24.5K - $36.9K
|
4.01K
$227K
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-118KClosed |
$4.86M - $7.06M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-139KClosed |
$5.71M - $8.29M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-140KClosed |
$5.75M - $8.35M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-250KClosed |
$10.3M - $14.9M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
PUT |
425KNew |
$17.4M - $25.3M
|
425K
$24M
|
|
Nov 16, 2020
Q3 2020
|
Hidden Lake Asset Management LP
New York, NY |
SELL
|
- |
-89KClosed |
$3.65M - $5.31M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-600Closed |
$24.6K - $35.8K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-30Closed |
$1.23K - $1.79K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18Closed |
$739 - $1.07K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-800Closed |
$32.8K - $47.7K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-37.9KClosed |
$1.55M - $2.26M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
First Washington Corp
Seattle, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-74.1KClosed |
$3.04M - $4.42M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-70KClosed |
$2.87M - $4.17M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-20.6KClosed |
$844K - $1.23M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Emerald Advisers, LLC
|
SELL
|
- |
-14.4KClosed |
$590K - $858K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-1.06KClosed |
$43.6K - $63.4K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Highland Capital Management, LLC
|
SELL
|
- |
-32.9KClosed |
$1.35M - $1.96M
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.35KClosed |
$179K - $259K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-65.2KClosed |
$2.67M - $3.89M
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-36Closed |
$1.48K - $2.15K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238+ 75.56% |
$9.36K - $14.1K
|
553
$31.2K
|
|
Aug 14, 2020
Q2 2020
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-460KClosed |
$18.1M - $27.3M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-63.4KClosed |
$2.5M - $3.76M
|
0
$0
|