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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
23+ 0.13% |
$822 - $1.1K
|
17.1K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
18+ 0.23% |
$643 - $864
|
7.7K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14New |
$500 - $672
|
14
$791
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12New |
$429 - $576
|
12
$678
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
11New |
$393 - $528
|
11
$621
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$214 - $288
|
6
$339
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 38.46% |
$179 - $240
|
18
$1.02K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$35.7 - $48
|
1
$56.5
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 1.05% |
$71.5 - $96
|
188
$10.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5- 6.25% |
$179 - $240
|
75
$4.24K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 35.0% |
$250 - $336
|
13
$734
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 2.86% |
$393 - $528
|
373
$21.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 5.88% |
$393 - $528
|
176
$9.94K
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-29- 0.14% |
$1.04K - $1.39K
|
20.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-56- 2.88% |
$2K - $2.69K
|
1.89K
$107K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 14.81% |
$2.04K - $2.74K
|
328
$18.5K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-61Closed |
$2.18K - $2.93K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-70- 1.34% |
$2.5K - $3.36K
|
5.17K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-75- 0.17% |
$2.68K - $3.6K
|
45.1K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-79- 75.24% |
$2.82K - $3.79K
|
26
$1.47K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98- 0.93% |
$3.5K - $4.7K
|
10.4K
$590K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-100- 23.87% |
$3.57K - $4.8K
|
319
$18K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-101- 0.24% |
$3.61K - $4.85K
|
42.6K
$2.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 49.76% |
$3.64K - $4.9K
|
103
$5.82K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 42.48% |
$4.64K - $6.24K
|
176
$9.94K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-153- 0.31% |
$5.47K - $7.35K
|
48.6K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-155- 0.87% |
$5.54K - $7.44K
|
17.7K
$997K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-193- 2.58% |
$6.9K - $9.27K
|
7.28K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-200- 3.05% |
$7.15K - $9.6K
|
6.35K
$359K
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-217- 41.33% |
$7.75K - $10.4K
|
308
$17.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 1.48% |
$8.07K - $10.9K
|
15.1K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-354- 4.49% |
$12.6K - $17K
|
7.54K
$426K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-546- 1.01% |
$19.5K - $26.2K
|
53.3K
$3.01M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-840- 8.85% |
$30K - $40.3K
|
8.65K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.02K- 11.75% |
$36.6K - $49.2K
|
7.69K
$434K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 14.47% |
$44.4K - $59.6K
|
7.34K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.32K- 2.15% |
$47.3K - $63.5K
|
60.2K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.32K- 44.4% |
$47.3K - $63.6K
|
1.66K
$93.6K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.38K- 75.71% |
$49.3K - $66.3K
|
443
$25K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.45K- 6.48% |
$51.8K - $69.6K
|
20.9K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.48K- 0.93% |
$52.7K - $70.9K
|
157K
$8.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.55K- 62.63% |
$55.4K - $74.4K
|
925
$52.2K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.55K- 2.06% |
$55.5K - $74.5K
|
73.8K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.58K- 9.19% |
$56.4K - $75.8K
|
15.6K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.61K- 19.31% |
$57.6K - $77.4K
|
6.74K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.82K- 8.52% |
$65K - $87.3K
|
19.5K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.92K- 4.81% |
$68.6K - $92.2K
|
38K
$2.15M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.96K- 3.01% |
$70.1K - $94.2K
|
63.2K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.96K- 3.01% |
$70.1K - $94.2K
|
63.2K
$3.57M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.98K- 26.96% |
$70.9K - $95.2K
|
5.37K
$303K
|