Purchases and Sales Made in Q3 2024 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q3 2024. 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 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.13KNew |
$177K - $229K
|
4.13K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4.02KNew |
$172K - $223K
|
4.02K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
BUY
|
- |
4KNew |
$172K - $222K
|
4K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$159K - $205K
|
3.69K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.32K+ 16.47% |
$142K - $184K
|
23.4K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.25K+ 5.89% |
$140K - $180K
|
58.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3K+ 52.69% |
$129K - $166K
|
8.69K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.74KNew |
$118K - $152K
|
2.74K
$154K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 11.89% |
$116K - $149K
|
25.3K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.43KNew |
$104K - $135K
|
2.43K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.25K+ 2.02% |
$96.5K - $125K
|
113K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.17K+ 78.68% |
$93.4K - $121K
|
4.94K
$277K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.15K+ 14.31% |
$92.3K - $119K
|
17.2K
$962K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.95K+ 6.44% |
$83.9K - $108K
|
32.3K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.87K+ 36.61% |
$80.4K - $104K
|
6.98K
$391K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.74K+ 47.81% |
$74.5K - $96.2K
|
5.36K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.41K+ 14.2% |
$60.4K - $78K
|
11.3K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.4K+ 19.33% |
$59.9K - $77.4K
|
8.61K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.3K+ 3.54% |
$55.6K - $71.8K
|
37.8K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 12.04% |
$54.9K - $70.9K
|
11.9K
$667K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 46.75% |
$50.4K - $65.1K
|
3.69K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 2.83% |
$44.6K - $57.6K
|
37.7K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$43K - $55.5K
|
1K
$56K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
952+ 3.36% |
$40.9K - $52.8K
|
29.3K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
870New |
$37.4K - $48.3K
|
870
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
814+ 2.44% |
$35K - $45.1K
|
34.1K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
732New |
$31.4K - $40.6K
|
732
$41K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 7.17% |
$31K - $40K
|
10.8K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
661+ 2.02% |
$28.4K - $36.7K
|
33.5K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
640+ 111.3% |
$27.5K - $35.5K
|
1.22K
$68.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
628+ 13.21% |
$27K - $34.8K
|
5.38K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
605New |
$26K - $33.6K
|
605
$33.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
565New |
$24.3K - $31.3K
|
565
$31.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
530+ 16.66% |
$22.8K - $29.4K
|
3.71K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
529New |
$22.7K - $29.3K
|
529
$29.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
512New |
$22K - $28.4K
|
512
$28.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
477New |
$20.5K - $26.5K
|
477
$26.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
471+ 4.14% |
$20.2K - $26.1K
|
11.9K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
428+ 7.8% |
$18.4K - $23.7K
|
5.91K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 5.88% |
$17.2K - $22.2K
|
7.2K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 123.22% |
$17.1K - $22.1K
|
721
$40.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 73.27% |
$13.7K - $17.6K
|
752
$42.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
304+ 14.0% |
$13.1K - $16.9K
|
2.48K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
293+ 1046.43% |
$12.6K - $16.2K
|
321
$18K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
289+ 3.05% |
$12.4K - $16K
|
9.75K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
280+ 3.44% |
$12K - $15.5K
|
8.43K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
277+ 2.13% |
$11.9K - $15.4K
|
13.3K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
270New |
$11.6K - $15K
|
270
$15.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
269+ 1.68% |
$11.6K - $14.9K
|
16.3K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
266+ 2.36% |
$11.4K - $14.8K
|
11.5K
$646K
|