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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11New |
$278 - $468
|
11
$616
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$151 - $255
|
6
$336
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
502KNew |
$14.3M - $20.2M
|
502K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
325K+ 24.16% |
$9.25M - $13M
|
1.67M
$93.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
160KNew |
$4.56M - $6.44M
|
160K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
28.6KNew |
$814K - $1.15M
|
28.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
15K+ 25.0% |
$427K - $602K
|
75K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
7.36KNew |
$209K - $295K
|
7.36K
$412K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
2.61K+ 163.98% |
$74.3K - $105K
|
4.2K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
1.7K+ 1.13% |
$48.4K - $68.3K
|
152K
$8.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
869New |
$24.7K - $34.9K
|
869
$48.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
209New |
$5.95K - $8.39K
|
209
$11.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
131New |
$3.73K - $5.26K
|
131
$7.34K
|
|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
BUY
|
- |
41+ 13.18% |
$1.17K - $1.65K
|
352
$19.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$228 - $321
|
8
$448
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
775KNew |
$21.3M - $44.5M
|
775K
$43.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
243KNew |
$6.68M - $14M
|
243K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
226K+ 186.62% |
$6.2M - $13M
|
347K
$19.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
76KNew |
$2.09M - $4.36M
|
76K
$4.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
75K+ 50.0% |
$2.06M - $4.31M
|
225K
$12.6M
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.4KNew |
$1.19M - $2.5M
|
43.4K
$2.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.21K+ 116.23% |
$198K - $414K
|
13.4K
$752K
|
|
|
Aug 12, 2022
Q2 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.25K+ 40.79% |
$89.1K - $186K
|
11.2K
$628K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
384New |
$10.5K - $22.1K
|
384
$21.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
300+ 50.0% |
$8.24K - $17.2K
|
900
$50.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
98+ 35.77% |
$2.69K - $5.63K
|
372
$20.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
26New |
$714 - $1.49K
|
26
$1.46K
|
|
| Q1 2022 | |||||||
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.83KNew |
$165K - $292K
|
3.83K
$214K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.65K+ 1766.67% |
$114K - $203K
|
2.8K
$157K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$259 - $459
|
6
$336
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
PUT |
62.7KNew |
$3.73M - $5M
|
62.7K
$3.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
16.5KNew |
$983K - $1.32M
|
16.5K
$926K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1K+ 12.99% |
$59.5K - $79.8K
|
8.7K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200New |
$11.9K - $16K
|
200
$11.2K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.69M - $2.09M
|
25K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18KNew |
$1.22M - $1.51M
|
18K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
213New |
$14.4K - $17.8K
|
213
$11.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
126New |
$8.53K - $10.6K
|
126
$7.06K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$156K - $222K
|
3K
$168K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
300New |
$15.6K - $22.2K
|
300
$16.8K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
15New |
$782 - $1.11K
|
15
$840
|
|
|
Aug 16, 2021
Q2 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 38.24% |
$678 - $961
|
47
$2.63K
|
|
| Q1 2021 | |||||||
|
Mar 02, 2022
Q1 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
716+ 11.81% |
$42.8K - $60.4K
|
6.78K
$380K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
20KNew |
$979K - $1.48M
|
20K
$1.12M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240New |
$11.7K - $17.7K
|
240
$13.4K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
PUT |
425KNew |
$17.4M - $25.3M
|
425K
$23.8M
|
|
| Q2 2020 | |||||||
|
Jul 17, 2020
Q2 2020
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56K+ 355.78% |
$2.2M - $3.32M
|
71.7K
$4.02M
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
55KNew |
$2.16M - $3.26M
|
55K
$3.08M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
238+ 75.56% |
$9.36K - $14.1K
|
553
$31K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
5.4KNew |
$173K - $280K
|
5.4K
$303K
|
|