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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
BUY
|
- |
5.82K+ 3.64% |
$221K - $301K
|
166K
$9.28M
|
|
Aug 15, 2023
Q2 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.47K+ 165.64% |
$208K - $282K
|
8.77K
$491K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 10.95% |
$38.9K - $53K
|
10.4K
$582K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
462+ 3.1% |
$17.5K - $23.9K
|
15.4K
$862K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
320New |
$12.2K - $16.5K
|
320
$17.9K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
74+ 8.49% |
$2.81K - $3.82K
|
946
$53K
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
70New |
$2.66K - $3.62K
|
70
$3.92K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
25+ 33.33% |
$949 - $1.29K
|
100
$5.6K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10New |
$380 - $517
|
10
$560
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5New |
$190 - $258
|
5
$280
|
|
Q1 2023 | |||||||
Dec 13, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
1.03MNew |
$36.9M - $49.6M
|
1.03M
$57.8M
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
694KNew |
$24.8M - $33.3M
|
694K
$38.9M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
229KNew |
$8.19M - $11M
|
229K
$12.8M
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
53.4K+ 423.99% |
$1.91M - $2.56M
|
66K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
40KNew |
$1.43M - $1.92M
|
40K
$2.24M
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
BUY
|
- |
20.4KNew |
$729K - $980K
|
20.4K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
16.1KNew |
$575K - $773K
|
16.1K
$902K
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
15KNew |
$537K - $721K
|
15K
$842K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$407K - $547K
|
11.4K
$638K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.9KNew |
$391K - $526K
|
10.9K
$613K
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
5.39KNew |
$192K - $259K
|
5.39K
$302K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.18KNew |
$185K - $249K
|
5.18K
$290K
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.95KNew |
$106K - $142K
|
2.95K
$165K
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.19KNew |
$78.2K - $105K
|
2.19K
$123K
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.12K+ 5.08% |
$75.7K - $102K
|
43.9K
$2.46M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.43KNew |
$51.2K - $68.8K
|
1.43K
$80.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
245New |
$8.75K - $11.8K
|
245
$13.7K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$7.15K - $9.6K
|
200
$11.2K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 55.56% |
$2.14K - $2.88K
|
168
$9.41K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$1.43K - $1.92K
|
40
$2.24K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$1.21K - $1.63K
|
34
$1.91K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11New |
$393 - $528
|
11
$616
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$214 - $288
|
6
$336
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$35.7 - $48
|
1
$56
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
815KNew |
$20.6M - $34.6M
|
815K
$45.7M
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
229K+ 209.71% |
$5.77M - $9.71M
|
338K
$18.9M
|
|
Feb 13, 2023
Q4 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
228K+ 57.49% |
$5.76M - $9.69M
|
625K
$35M
|
|
Feb 09, 2023
Q4 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
189KNew |
$4.77M - $8.03M
|
189K
$10.6M
|
|
Feb 06, 2023
Q4 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
42.4K+ 137.21% |
$1.07M - $1.8M
|
73.3K
$4.11M
|
|
Feb 14, 2023
Q4 2022
|
Venator Capital Management Ltd.
Toronto, A6 |
BUY
|
- |
36KNew |
$909K - $1.53M
|
36K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$252K - $425K
|
10K
$560K
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.36KNew |
$161K - $270K
|
6.36K
$356K
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.2KNew |
$156K - $264K
|
6.2K
$347K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.75KNew |
$145K - $244K
|
5.75K
$322K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.82KNew |
$45.9K - $77.4K
|
1.82K
$102K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
640New |
$16.2K - $27.2K
|
640
$35.9K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
187New |
$4.72K - $7.95K
|
187
$10.5K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$2.52K - $4.25K
|
100
$5.6K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74New |
$1.87K - $3.15K
|
74
$4.15K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20New |
$505 - $850
|
20
$1.12K
|