Purchases and Sales Made in Q2 2022 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
231+ 7.19% |
$6.34K - $13.3K
|
3.44K
$193K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
155+ 56.36% |
$4.25K - $8.9K
|
430
$24.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142New |
$3.9K - $8.16K
|
142
$7.95K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
138+ 26.8% |
$3.79K - $7.93K
|
653
$36.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
133+ 738.89% |
$3.65K - $7.64K
|
151
$8.46K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
125+ 500.0% |
$3.43K - $7.18K
|
150
$8.4K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 0.98% |
$3.05K - $6.38K
|
11.4K
$638K
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
100+ 33.33% |
$2.75K - $5.75K
|
400
$22.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
98+ 35.77% |
$2.69K - $5.63K
|
372
$20.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
86+ 0.43% |
$2.36K - $4.94K
|
20.3K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77+ 16.92% |
$2.11K - $4.42K
|
532
$29.8K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
73+ 0.95% |
$2K - $4.19K
|
7.78K
$436K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
58+ 40.85% |
$1.59K - $3.33K
|
200
$11.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
50New |
$1.37K - $2.87K
|
50
$2.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 4.59% |
$824 - $1.72K
|
683
$38.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27New |
$741 - $1.55K
|
27
$1.51K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
26New |
$714 - $1.49K
|
26
$1.46K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
15+ 0.17% |
$412 - $862
|
8.95K
$501K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$384 - $804
|
14
$784
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10+ 22.73% |
$275 - $575
|
54
$3.03K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10New |
$275 - $575
|
10
$560
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$137 - $287
|
5
$280
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 62.5% |
$137 - $287
|
13
$728
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$110 - $230
|
4
$224
|
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$27.5 - $57.5
|
12.5K
$703K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 33.33% |
$27.5 - $57.5
|
4
$224
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.94% |
$110 - $230
|
202
$11.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 20.0% |
$137 - $287
|
20
$1.12K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5- 1.04% |
$137 - $287
|
476
$26.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8- 2.7% |
$220 - $460
|
288
$16.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-13- 0.06% |
$357 - $747
|
23.6K
$1.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14Closed |
$384 - $804
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14Closed |
$384 - $804
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$604 - $1.26K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-35- 0.12% |
$961 - $2.01K
|
28.1K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-55Closed |
$1.51K - $3.16K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-56Closed |
$1.54K - $3.22K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-69- 0.65% |
$1.89K - $3.96K
|
10.6K
$595K
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-85- 1.08% |
$2.33K - $4.88K
|
7.78K
$436K
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-85- 1.08% |
$2.33K - $4.88K
|
7.78K
$436K
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-85- 1.08% |
$2.33K - $4.88K
|
7.78K
$436K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100Closed |
$2.75K - $5.75K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-105- 1.09% |
$2.88K - $6.03K
|
9.5K
$532K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-181Closed |
$4.97K - $10.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-200- 2.04% |
$5.49K - $11.5K
|
9.59K
$537K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-233Closed |
$6.4K - $13.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-258- 45.74% |
$7.08K - $14.8K
|
306
$17.1K
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-326- 3.97% |
$8.95K - $18.7K
|
7.88K
$441K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-349- 15.13% |
$9.58K - $20.1K
|
1.96K
$110K
|