Purchases and Sales Made in Q3 2023 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
75New |
$2.84K - $3.33K
|
75
$4.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
69+ 0.18% |
$2.61K - $3.06K
|
38.1K
$2.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 49.18% |
$2.27K - $2.66K
|
182
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55New |
$2.08K - $2.44K
|
55
$3.08K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
43New |
$1.63K - $1.91K
|
43
$2.41K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
39+ 0.3% |
$1.48K - $1.73K
|
13K
$731K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
36+ 10.98% |
$1.36K - $1.6K
|
364
$20.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.14K - $1.33K
|
30
$1.68K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
25+ 0.05% |
$946 - $1.11K
|
48.3K
$2.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 11.0% |
$833 - $977
|
222
$12.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 62.5% |
$568 - $666
|
39
$2.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
13+ 0.02% |
$492 - $577
|
57.6K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 19.61% |
$379 - $444
|
61
$3.42K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
7+ 0.09% |
$265 - $311
|
7.71K
$432K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5New |
$189 - $222
|
5
$280
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.05% |
$151 - $178
|
7.71K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4New |
$151 - $178
|
4
$224
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4+ 0.05% |
$151 - $178
|
7.71K
$432K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$75.7 - $88.8
|
2
$112
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$37.9 - $44.4
|
1
$56.1
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.22% |
$37.9 - $44.4
|
46
$2.58K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.69% |
$151 - $178
|
575
$32.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.32% |
$227 - $266
|
1.87K
$105K
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-8- 0.14% |
$303 - $355
|
5.85K
$328K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 5.26% |
$492 - $577
|
234
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 0.36% |
$946 - $1.11K
|
6.96K
$390K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-26- 8.64% |
$984 - $1.15K
|
275
$15.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 0.24% |
$1.25K - $1.47K
|
13.5K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-36- 0.16% |
$1.36K - $1.6K
|
22.6K
$1.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38Closed |
$1.44K - $1.69K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 28.47% |
$1.48K - $1.73K
|
98
$5.49K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 28.47% |
$1.48K - $1.73K
|
98
$5.49K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-46- 61.33% |
$1.74K - $2.04K
|
29
$1.63K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-79- 75.24% |
$2.99K - $3.51K
|
26
$1.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81- 0.53% |
$3.07K - $3.6K
|
15.1K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-86- 1.53% |
$3.26K - $3.82K
|
5.53K
$310K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-100- 1.77% |
$3.79K - $4.44K
|
5.54K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-109- 0.01% |
$4.13K - $4.84K
|
804K
$45M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-119- 1.49% |
$4.5K - $5.28K
|
7.86K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-150- 0.15% |
$5.68K - $6.66K
|
98.9K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-152- 6.52% |
$5.75K - $6.75K
|
2.18K
$122K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-221- 1.9% |
$8.36K - $9.81K
|
11.4K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-231- 38.82% |
$8.74K - $10.3K
|
364
$20.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-268- 4.08% |
$10.1K - $11.9K
|
6.31K
$354K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-306- 0.66% |
$11.6K - $13.6K
|
46.1K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-338- 27.86% |
$12.8K - $15K
|
875
$49.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-375- 23.01% |
$14.2K - $16.7K
|
1.26K
$70.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-382- 1.65% |
$14.5K - $17K
|
22.7K
$1.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-410- 2.04% |
$15.5K - $18.2K
|
19.6K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-481- 3.67% |
$18.2K - $21.4K
|
12.6K
$707K
|