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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
228+ 25.5% |
$9.79K - $12.6K
|
1.12K
$62.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
227+ 31.84% |
$9.75K - $12.6K
|
940
$52.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
225+ 0.27% |
$9.66K - $12.5K
|
83K
$4.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
217+ 88.93% |
$9.32K - $12K
|
461
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
208+ 144.44% |
$8.93K - $11.5K
|
352
$19.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 12.91% |
$8.59K - $11.1K
|
1.75K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
192+ 1.71% |
$8.25K - $10.6K
|
11.5K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
188+ 1.11% |
$8.07K - $10.4K
|
17.2K
$961K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
171+ 3.43% |
$7.34K - $9.48K
|
5.16K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 7.48% |
$6.4K - $8.26K
|
2.14K
$120K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
118+ 12.9% |
$5.07K - $6.54K
|
1.03K
$57.9K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
112+ 0.18% |
$4.81K - $6.21K
|
62.1K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
103+ 3.67% |
$4.42K - $5.71K
|
2.91K
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98New |
$4.21K - $5.44K
|
98
$5.49K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
89+ 1.95% |
$3.82K - $4.94K
|
4.66K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 5.31% |
$3.82K - $4.94K
|
1.76K
$98.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
58+ 0.43% |
$2.49K - $3.22K
|
13.6K
$764K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.06K - $2.66K
|
48
$2.69K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
47New |
$2.02K - $2.61K
|
47
$2.63K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34+ 1.67% |
$1.46K - $1.89K
|
2.08K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 7.5% |
$1.42K - $1.83K
|
473
$26.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
30+ 0.08% |
$1.29K - $1.66K
|
39.3K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26+ 66.67% |
$1.12K - $1.44K
|
65
$3.64K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
24+ 171.43% |
$1.03K - $1.33K
|
38
$2.13K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18New |
$773 - $998
|
18
$1.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.49% |
$472 - $610
|
256
$14.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$430 - $555
|
10
$560
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.06% |
$258 - $333
|
10.3K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 8.7% |
$258 - $333
|
75
$4.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$172 - $222
|
4
$224
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 66.67% |
$172 - $222
|
10
$560
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 17.65% |
$129 - $166
|
20
$1.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1New |
$43 - $55.5
|
1
$56
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2- 0.55% |
$85.9 - $111
|
363
$20.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-62- 54.87% |
$2.66K - $3.44K
|
51
$2.86K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-68- 25.76% |
$2.92K - $3.77K
|
196
$11K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 21.23% |
$4.3K - $5.55K
|
371
$20.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-116- 0.04% |
$4.98K - $6.43K
|
262K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-118- 1.45% |
$5.07K - $6.54K
|
8.03K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-173- 2.79% |
$7.43K - $9.59K
|
6.04K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-174- 0.43% |
$7.47K - $9.65K
|
39.9K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-174- 0.13% |
$7.47K - $9.65K
|
134K
$7.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-179- 73.66% |
$7.69K - $9.93K
|
64
$3.59K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-186- 2.14% |
$7.99K - $10.3K
|
8.49K
$476K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-210- 4.6% |
$9.02K - $11.6K
|
4.36K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-554- 1.15% |
$23.8K - $30.7K
|
47.6K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-710- 7.19% |
$30.5K - $39.4K
|
9.17K
$514K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-800- 5.76% |
$34.4K - $44.4K
|
13.1K
$734K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1K- 4.23% |
$43K - $55.5K
|
22.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.12K- 1.24% |
$48.1K - $62.1K
|
89.1K
$4.99M
|