Purchases and Sales Made in Q4 2023 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.39K+ 6.17% |
$52.8K - $67.2K
|
23.9K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.26K+ 14.99% |
$47.8K - $60.8K
|
9.63K
$539K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 40.83% |
$47.4K - $60.2K
|
4.29K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 21.54% |
$45.1K - $57.3K
|
6.68K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
868+ 1.75% |
$33.1K - $42K
|
50.6K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
726+ 2503.45% |
$27.7K - $35.2K
|
755
$42.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
691New |
$26.3K - $33.5K
|
691
$38.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
627+ 10.39% |
$23.9K - $30.4K
|
6.66K
$373K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500New |
$19.1K - $24.2K
|
500
$28K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
500New |
$19.1K - $24.2K
|
500
$28K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
458+ 8.28% |
$17.4K - $22.2K
|
5.99K
$335K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
441+ 5.89% |
$16.8K - $21.4K
|
7.93K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
425New |
$16.2K - $20.6K
|
425
$23.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
402+ 2.95% |
$15.3K - $19.5K
|
14K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
399+ 0.06% |
$15.2K - $19.3K
|
707K
$39.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
353+ 35300.0% |
$13.4K - $17.1K
|
354
$19.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
285+ 1.26% |
$10.9K - $13.8K
|
22.9K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
259+ 1.0% |
$9.87K - $12.5K
|
26.2K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
208+ 2.6% |
$7.92K - $10.1K
|
8.2K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
206+ 52.02% |
$7.85K - $9.97K
|
602
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 2.9% |
$7.62K - $9.68K
|
7.1K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
199+ 0.2% |
$7.58K - $9.64K
|
98.6K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
136+ 0.12% |
$5.18K - $6.59K
|
117K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
133+ 10.01% |
$5.07K - $6.44K
|
1.46K
$81.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
131+ 4.88% |
$4.99K - $6.34K
|
2.82K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 0.71% |
$3.81K - $4.84K
|
14.3K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
87New |
$3.31K - $4.21K
|
87
$4.87K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
83New |
$3.16K - $4.02K
|
83
$4.65K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
77+ 0.06% |
$2.93K - $3.73K
|
123K
$6.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
69+ 81.18% |
$2.63K - $3.34K
|
154
$8.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66+ 0.13% |
$2.51K - $3.2K
|
50.6K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53New |
$2.02K - $2.57K
|
53
$2.97K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
45+ 0.58% |
$1.71K - $2.18K
|
7.76K
$434K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 16.6% |
$1.68K - $2.13K
|
309
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 24.18% |
$1.68K - $2.13K
|
226
$12.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41New |
$1.56K - $1.99K
|
41
$2.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39New |
$1.49K - $1.89K
|
39
$2.18K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35+ 4.0% |
$1.33K - $1.69K
|
910
$51K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
34+ 0.66% |
$1.3K - $1.65K
|
5.16K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
33New |
$1.26K - $1.6K
|
33
$1.85K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20New |
$762 - $968
|
20
$1.12K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.07% |
$762 - $968
|
1.89K
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 26.98% |
$648 - $823
|
80
$4.48K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16+ 0.04% |
$610 - $775
|
45.1K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 27.27% |
$572 - $726
|
70
$3.92K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12+ 1.26% |
$457 - $581
|
966
$54.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
9+ 1.57% |
$343 - $436
|
584
$32.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$267 - $339
|
7
$392
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 6.12% |
$229 - $291
|
104
$5.83K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.51% |
$38.1 - $48.4
|
196
$11K
|