Purchases and Sales Made in Q1 2023 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q1 2023. The information is specifically focused on institutions that hold shares of SMARTSHEET INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
2.03K+ 0.55% |
$72.4K - $97.2K
|
367K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.75K+ 62.74% |
$62.5K - $83.9K
|
4.53K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.66K+ 162.66% |
$59.5K - $79.9K
|
2.69K
$150K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.43KNew |
$51.2K - $68.8K
|
1.43K
$80.2K
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.36K+ 17.93% |
$48.7K - $65.4K
|
8.96K
$502K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 143.29% |
$46.1K - $62K
|
2.19K
$123K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.25K+ 3.6% |
$44.6K - $60K
|
36K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.17K+ 1.98% |
$41.9K - $56.3K
|
60.5K
$3.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 93.4% |
$35.9K - $48.3K
|
2.08K
$117K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
996+ 2.22% |
$35.6K - $47.8K
|
46K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Bloomberg Sen Inc.
Toronto, A6 |
BUY
|
- |
950+ 10.53% |
$33.9K - $45.6K
|
9.97K
$558K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
943New |
$33.7K - $45.3K
|
943
$52.8K
|
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
885+ 18.4% |
$31.6K - $42.5K
|
5.69K
$319K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
871+ 87100.0% |
$31.1K - $41.8K
|
872
$48.8K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
857+ 12.25% |
$30.6K - $41.1K
|
7.85K
$440K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
753+ 12.45% |
$26.9K - $36.2K
|
6.8K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
734+ 7.88% |
$26.2K - $35.2K
|
10.1K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
615+ 6.48% |
$22K - $29.5K
|
10.1K
$566K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
605New |
$21.6K - $29K
|
605
$33.9K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
557+ 1.76% |
$19.9K - $26.7K
|
32.2K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
487+ 6.33% |
$17.4K - $23.4K
|
8.18K
$458K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
428+ 7.93% |
$15.3K - $20.5K
|
5.83K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
407+ 1.19% |
$14.5K - $19.5K
|
34.7K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
390+ 0.71% |
$13.9K - $18.7K
|
55.6K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
379+ 7.16% |
$13.5K - $18.2K
|
5.67K
$318K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
300+ 1.49% |
$10.7K - $14.4K
|
20.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 4.55% |
$10.7K - $14.4K
|
6.9K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
281+ 4.03% |
$10K - $13.5K
|
7.26K
$407K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
276+ 0.57% |
$9.86K - $13.3K
|
49K
$2.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
245New |
$8.75K - $11.8K
|
245
$13.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
234New |
$8.36K - $11.2K
|
234
$13.1K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
219New |
$7.82K - $10.5K
|
219
$12.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
200New |
$7.15K - $9.6K
|
200
$11.2K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
199New |
$7.11K - $9.55K
|
199
$11.1K
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
197+ 1.63% |
$7.04K - $9.46K
|
12.3K
$689K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
160New |
$5.72K - $7.68K
|
160
$8.96K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
154+ 38.12% |
$5.5K - $7.39K
|
558
$31.3K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
151New |
$5.4K - $7.25K
|
151
$8.46K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134+ 0.7% |
$4.79K - $6.43K
|
19.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
129New |
$4.61K - $6.19K
|
129
$7.23K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
125+ 1.72% |
$4.47K - $6K
|
7.41K
$415K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
116+ 0.62% |
$4.14K - $5.57K
|
18.7K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87+ 14.15% |
$3.11K - $4.18K
|
702
$39.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
60+ 55.56% |
$2.14K - $2.88K
|
168
$9.41K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
56+ 800.0% |
$2K - $2.69K
|
63
$3.53K
|
|
|
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
$1.9K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
34+ 130.77% |
$1.21K - $1.63K
|
60
$3.36K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
31+ 0.13% |
$1.11K - $1.49K
|
24.8K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
23+ 0.13% |
$822 - $1.1K
|
17.1K
$956K
|