Purchases and Sales Made in Q4 2024 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Syquant Capital Sas
|
BUY
|
- |
275KNew |
$15.2M - $15.6M
|
275K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
70.2K+ 1399.68% |
$3.89M - $3.97M
|
75.3K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
25.8K+ 55.69% |
$1.43M - $1.46M
|
72.2K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.8K+ 144.94% |
$1.26M - $1.29M
|
38.5K
$2.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
19.6K+ 11.03% |
$1.08M - $1.11M
|
197K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.4KNew |
$799K - $816K
|
14.4K
$815K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.4KNew |
$630K - $643K
|
11.4K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.01KNew |
$388K - $396K
|
7.01K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.69K+ 4.64% |
$370K - $378K
|
151K
$8.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.26K+ 30.13% |
$347K - $354K
|
27.1K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.96K+ 24.25% |
$275K - $280K
|
25.4K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
4.96KNew |
$274K - $280K
|
4.96K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.75KNew |
$263K - $269K
|
4.75K
$268K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.21KNew |
$233K - $238K
|
4.21K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.42K+ 124.84% |
$189K - $193K
|
6.17K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.32K+ 61.82% |
$184K - $187K
|
8.68K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.95K+ 1.22% |
$108K - $110K
|
162K
$9.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.62K+ 3.41% |
$89.8K - $91.7K
|
49.2K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.14K+ 30.79% |
$63.3K - $64.6K
|
4.86K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
855+ 16.58% |
$47.3K - $48.3K
|
6.01K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
622+ 2.17% |
$34.4K - $35.1K
|
29.3K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
482+ 6.78% |
$26.7K - $27.2K
|
7.6K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
467New |
$25.8K - $26.4K
|
467
$26.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
334+ 27.49% |
$18.5K - $18.9K
|
1.55K
$87.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
227+ 5.65% |
$12.6K - $12.8K
|
4.24K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
166+ 922.22% |
$9.19K - $9.38K
|
184
$10.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
100New |
$5.54K - $5.65K
|
100
$5.65K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
50+ 25.51% |
$2.77K - $2.83K
|
246
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
40+ 7.81% |
$2.21K - $2.26K
|
552
$31.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 4.52% |
$1.88K - $1.92K
|
786
$44.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 2.23% |
$1.16K - $1.19K
|
961
$54.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
17+ 85.0% |
$941 - $961
|
37
$2.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 62.5% |
$830 - $848
|
39
$2.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 4.89% |
$498 - $509
|
193
$10.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$55.4 - $56.5
|
1
$56.5
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-14- 14.58% |
$775 - $791
|
82
$4.63K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-24- 0.44% |
$1.33K - $1.36K
|
5.44K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.57% |
$1.38K - $1.41K
|
4.4K
$248K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-172- 4.83% |
$9.52K - $9.72K
|
3.39K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 39.6% |
$11.1K - $11.3K
|
305
$17.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-223- 21.59% |
$12.3K - $12.6K
|
810
$45.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-232- 90.63% |
$12.8K - $13.1K
|
24
$1.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-289- 90.03% |
$16K - $16.3K
|
32
$1.81K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.09K- 20.27% |
$116K - $118K
|
8.21K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.3K- 37.01% |
$127K - $130K
|
3.91K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.4K- 17.17% |
$133K - $136K
|
11.6K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-4.24K- 22.96% |
$235K - $240K
|
14.2K
$804K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-19.6K- 43.49% |
$1.09M - $1.11M
|
25.5K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-26.3K- 86.0% |
$1.46M - $1.49M
|
4.29K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-27.7K- 41.83% |
$1.53M - $1.57M
|
38.5K
$2.18M
|