Latest Institutional Purchases of Smartsheet Inc (SMAR)
This list provides information on the latest institutional transactions involving Smartsheet Inc (SMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
66.2KNew |
$2.84M - $3.67M
|
66.2K
$3.73M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3K+ 5435.94% |
$1.34M - $1.74M
|
31.9K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26.5K+ 133.43% |
$1.14M - $1.47M
|
46.4K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.4K+ 294.34% |
$918K - $1.19M
|
28.6K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
10.4KNew |
$446K - $576K
|
10.4K
$586K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
10.3K+ 13.18% |
$441K - $570K
|
88.2K
$4.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.26K+ 53.61% |
$312K - $402K
|
20.8K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.21KNew |
$267K - $345K
|
6.21K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.02KNew |
$216K - $278K
|
5.02K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65KNew |
$200K - $258K
|
4.65K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 11.89% |
$116K - $149K
|
25.3K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 14.31% |
$92.3K - $119K
|
17.2K
$968K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.74K+ 47.81% |
$74.5K - $96.2K
|
5.36K
$302K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 46.75% |
$50.4K - $65.1K
|
3.69K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 7.17% |
$31K - $40K
|
10.8K
$608K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
605New |
$26K - $33.6K
|
605
$34.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
565New |
$24.3K - $31.3K
|
565
$31.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 123.22% |
$17.1K - $22.1K
|
721
$40.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 73.27% |
$13.7K - $17.6K
|
752
$42.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
293+ 1046.43% |
$12.6K - $16.2K
|
321
$18.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
227+ 31.84% |
$9.75K - $12.6K
|
940
$53K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 12.91% |
$8.59K - $11.1K
|
1.75K
$98.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
171+ 3.43% |
$7.34K - $9.48K
|
5.16K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 7.48% |
$6.4K - $8.26K
|
2.14K
$121K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
118+ 12.9% |
$5.07K - $6.54K
|
1.03K
$58.3K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 5.31% |
$3.82K - $4.94K
|
1.76K
$99.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.06K - $2.66K
|
48
$2.71K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18New |
$773 - $998
|
18
$1.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.49% |
$472 - $610
|
256
$14.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$172 - $222
|
4
$226
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 66.67% |
$172 - $222
|
10
$564
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 17.65% |
$129 - $166
|
20
$1.13K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Vista Equity Partners Management, LLC
San Francisco, CA |
BUY
|
- |
4.34M+ 204.63% |
$159M - $192M
|
6.47M
$365M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.11M+ 32.54% |
$40.7M - $49.3M
|
4.53M
$256M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
881K+ 187.99% |
$32.2M - $39M
|
1.35M
$76.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Hawk Ridge Capital Management LP
Los Angeles, CA |
BUY
|
- |
852K+ 439.22% |
$31.2M - $37.7M
|
1.05M
$59M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
815K+ 10.63% |
$29.8M - $36.1M
|
8.48M
$478M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
792KNew |
$29M - $35.1M
|
792K
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
671KNew |
$24.6M - $29.7M
|
671K
$37.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
632K+ 52.31% |
$23.1M - $28M
|
1.84M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
533K+ 40.94% |
$19.5M - $23.6M
|
1.84M
$104M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
482KNew |
$17.6M - $21.4M
|
482K
$27.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
430K+ 107.29% |
$15.7M - $19.1M
|
832K
$46.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
369K+ 2.67% |
$13.5M - $16.4M
|
14.2M
$800M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
360K+ 702.85% |
$13.2M - $15.9M
|
411K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
359K+ 9.22% |
$13.1M - $15.9M
|
4.25M
$240M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
345K+ 95.85% |
$12.6M - $15.3M
|
704K
$39.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scopia Capital Management LP
New York, NY |
BUY
|
- |
322K+ 462.84% |
$11.8M - $14.3M
|
392K
$22.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Evr Research LP
Richmond, VA |
BUY
|
- |
310K+ 64.58% |
$11.3M - $13.7M
|
790K
$44.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
186KNew |
$6.8M - $8.23M
|
186K
$10.5M
|
|