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 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 7.17% |
$31K - $40K
|
10.8K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
661+ 2.02% |
$28.4K - $36.7K
|
33.5K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 111.3% |
$27.5K - $35.5K
|
1.22K
$68.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
628+ 13.21% |
$27K - $34.8K
|
5.38K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
605New |
$26K - $33.6K
|
605
$33.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Glazer Capital, LLC
New York, NY |
BUY
|
PUT |
586New |
$25.2K - $32.5K
|
586
$32.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
565New |
$24.3K - $31.3K
|
565
$31.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
530+ 16.66% |
$22.8K - $29.4K
|
3.71K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
529New |
$22.7K - $29.3K
|
529
$29.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
512New |
$22K - $28.4K
|
512
$28.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
477New |
$20.5K - $26.5K
|
477
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
471+ 4.14% |
$20.2K - $26.1K
|
11.9K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
428+ 7.8% |
$18.4K - $23.7K
|
5.91K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 5.88% |
$17.2K - $22.2K
|
7.2K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 123.22% |
$17.1K - $22.1K
|
721
$40.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 73.27% |
$13.7K - $17.6K
|
752
$42.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
304+ 14.0% |
$13.1K - $16.9K
|
2.48K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
293+ 1046.43% |
$12.6K - $16.2K
|
321
$18K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
289+ 3.05% |
$12.4K - $16K
|
9.75K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
280+ 3.44% |
$12K - $15.5K
|
8.43K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
277+ 2.13% |
$11.9K - $15.4K
|
13.3K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
270New |
$11.6K - $15K
|
270
$15.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
269+ 1.68% |
$11.6K - $14.9K
|
16.3K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
266+ 2.36% |
$11.4K - $14.8K
|
11.5K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
228+ 25.5% |
$9.79K - $12.6K
|
1.12K
$62.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
227+ 31.84% |
$9.75K - $12.6K
|
940
$52.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
225+ 0.27% |
$9.66K - $12.5K
|
83K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
217+ 88.93% |
$9.32K - $12K
|
461
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
208+ 144.44% |
$8.93K - $11.5K
|
352
$19.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 12.91% |
$8.59K - $11.1K
|
1.75K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
192+ 1.71% |
$8.25K - $10.6K
|
11.5K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
188+ 1.11% |
$8.07K - $10.4K
|
17.2K
$961K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
171+ 3.43% |
$7.34K - $9.48K
|
5.16K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 7.48% |
$6.4K - $8.26K
|
2.14K
$120K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
118+ 12.9% |
$5.07K - $6.54K
|
1.03K
$57.9K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
112+ 0.18% |
$4.81K - $6.21K
|
62.1K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
103+ 3.67% |
$4.42K - $5.71K
|
2.91K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98New |
$4.21K - $5.44K
|
98
$5.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
89+ 1.95% |
$3.82K - $4.94K
|
4.66K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 5.31% |
$3.82K - $4.94K
|
1.76K
$98.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
58+ 0.43% |
$2.49K - $3.22K
|
13.6K
$764K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.06K - $2.66K
|
48
$2.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
47New |
$2.02K - $2.61K
|
47
$2.63K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34+ 1.67% |
$1.46K - $1.89K
|
2.08K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 7.5% |
$1.42K - $1.83K
|
473
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30+ 0.08% |
$1.29K - $1.66K
|
39.3K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 66.67% |
$1.12K - $1.44K
|
65
$3.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 171.43% |
$1.03K - $1.33K
|
38
$2.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18New |
$773 - $998
|
18
$1.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.49% |
$472 - $610
|
256
$14.3K
|