Purchases and Sales Made in Q3 2021 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
195+ 2.47% |
$13.2K - $16.3K
|
8.09K
$453K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
194+ 2.64% |
$13.1K - $16.3K
|
7.55K
$423K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
192+ 1.24% |
$13K - $16.1K
|
15.7K
$881K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
153New |
$10.4K - $12.8K
|
153
$8.57K
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
BUY
|
- |
146+ 1.11% |
$9.89K - $12.2K
|
13.3K
$745K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
134New |
$9.07K - $11.2K
|
134
$7.51K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
131+ 25.44% |
$8.87K - $11K
|
646
$36.2K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
126+ 85.71% |
$8.53K - $10.6K
|
273
$15.3K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
123+ 24.31% |
$8.33K - $10.3K
|
629
$35.2K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
120+ 0.89% |
$8.13K - $10.1K
|
13.6K
$761K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
102+ 2.92% |
$6.91K - $8.54K
|
3.6K
$202K
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 1.61% |
$6.77K - $8.38K
|
6.3K
$353K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 32.54% |
$2.78K - $3.43K
|
167
$9.36K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 185.0% |
$2.51K - $3.1K
|
57
$3.19K
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
37+ 1.06% |
$2.51K - $3.1K
|
3.53K
$198K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 7.58% |
$2.37K - $2.93K
|
497
$27.8K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32New |
$2.17K - $2.68K
|
32
$1.79K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25New |
$1.69K - $2.09K
|
25
$1.4K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 68.75% |
$1.49K - $1.84K
|
54
$3.03K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 8.71% |
$1.42K - $1.76K
|
262
$14.7K
|
|
Nov 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
12+ 0.1% |
$813 - $1.01K
|
12.1K
$678K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5+ 0.15% |
$339 - $419
|
3.33K
$186K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 133.33% |
$271 - $335
|
7
$392
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-9- 0.14% |
$609 - $754
|
6.34K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-26Closed |
$1.76K - $2.18K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Performa LTD (Us), LLC
|
SELL
|
- |
-35- 53.85% |
$2.37K - $2.93K
|
30
$1.68K
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-37- 0.32% |
$2.51K - $3.1K
|
11.6K
$653K
|
|
Nov 15, 2021
Q3 2021
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-40- 0.27% |
$2.71K - $3.35K
|
15K
$840K
|
|
Oct 19, 2021
Q3 2021
|
Baillie Gifford & CO
|
SELL
|
- |
-42- 11.9% |
$2.84K - $3.52K
|
311
$17.4K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-67- 4.27% |
$4.54K - $5.61K
|
1.5K
$84.2K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 2.96% |
$6.77K - $8.38K
|
3.28K
$184K
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-100- 25.0% |
$6.77K - $8.38K
|
300
$16.8K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115- 61.83% |
$7.79K - $9.63K
|
71
$3.98K
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-118- 2.68% |
$7.99K - $9.88K
|
4.29K
$240K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-122- 18.26% |
$8.26K - $10.2K
|
546
$30.6K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-176Closed |
$11.9K - $14.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-180- 7.09% |
$12.2K - $15.1K
|
2.36K
$132K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-253Closed |
$17.1K - $21.2K
|
0
$0
|
|
Mar 30, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-264- 3.17% |
$17.9K - $22.1K
|
8.05K
$451K
|
|
Nov 15, 2021
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-264- 3.17% |
$17.9K - $22.1K
|
8.05K
$451K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-288- 4.01% |
$19.5K - $24.1K
|
6.89K
$386K
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-305- 2.22% |
$20.7K - $25.5K
|
13.4K
$752K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-375- 18.75% |
$25.4K - $31.4K
|
1.63K
$91K
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-433- 0.27% |
$29.3K - $36.3K
|
162K
$9.1M
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-479Closed |
$32.4K - $40.1K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-568- 1.17% |
$38.5K - $47.6K
|
48K
$2.69M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-605Closed |
$41K - $50.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-656Closed |
$44.4K - $55K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-692- 5.3% |
$46.9K - $58K
|
12.4K
$693K
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-947- 0.78% |
$64.1K - $79.3K
|
120K
$6.75M
|