Purchases and Sales Made in Q1 2022 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
274New |
$11.8K - $20.9K
|
274
$15.5K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
267+ 1.62% |
$11.5K - $20.4K
|
16.8K
$948K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
265+ 5.71% |
$11.4K - $20.3K
|
4.9K
$277K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
186+ 36.12% |
$8.04K - $14.2K
|
701
$39.6K
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
176+ 2.29% |
$7.6K - $13.5K
|
7.86K
$444K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
158+ 2.05% |
$6.83K - $12.1K
|
7.86K
$444K
|
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
135+ 1.09% |
$5.83K - $10.3K
|
12.5K
$709K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 9.72% |
$5.18K - $9.17K
|
1.36K
$76.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
105+ 1.11% |
$4.54K - $8.03K
|
9.61K
$542K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
100New |
$4.32K - $7.64K
|
100
$5.65K
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
100+ 50.0% |
$4.32K - $7.64K
|
300
$16.9K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
100New |
$4.32K - $7.64K
|
100
$5.65K
|
|
|
May 13, 2022
Q1 2022
|
Performa LTD (Us), LLC
|
BUY
|
- |
69+ 222.58% |
$2.98K - $5.27K
|
100
$5.65K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
68+ 13.71% |
$2.94K - $5.2K
|
564
$31.8K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56New |
$2.42K - $4.28K
|
56
$3.16K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
55New |
$2.38K - $4.2K
|
55
$3.11K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
32+ 266.67% |
$1.38K - $2.45K
|
44
$2.48K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19+ 1.66% |
$821 - $1.45K
|
1.17K
$65.8K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 68.75% |
$475 - $841
|
27
$1.52K
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.04% |
$432 - $764
|
23.6K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8+ 0.99% |
$346 - $611
|
817
$46.1K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6New |
$259 - $459
|
6
$339
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 1.05% |
$216 - $382
|
481
$27.2K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.03% |
$43.2 - $76.4
|
3.75K
$212K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$43.2 - $76.4
|
2.31K
$130K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2- 10.0% |
$86.4 - $153
|
18
$1.02K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3Closed |
$130 - $229
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.22% |
$173 - $306
|
1.8K
$101K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4Closed |
$173 - $306
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-7- 0.02% |
$302 - $535
|
40K
$2.26M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9- 3.72% |
$389 - $688
|
233
$13.2K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 48.15% |
$562 - $994
|
14
$791
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-15Closed |
$648 - $1.15K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16Closed |
$691 - $1.22K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-16- 5.13% |
$691 - $1.22K
|
296
$16.7K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18Closed |
$778 - $1.38K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-32Closed |
$1.38K - $2.45K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-33- 55.0% |
$1.43K - $2.52K
|
27
$1.52K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-42- 33.6% |
$1.81K - $3.21K
|
83
$4.69K
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-44Closed |
$1.9K - $3.36K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-48- 14.86% |
$2.07K - $3.67K
|
275
$15.5K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-48- 11.94% |
$2.07K - $3.67K
|
354
$20K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50Closed |
$2.16K - $3.82K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-50Closed |
$2.16K - $3.82K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-76Closed |
$3.28K - $5.81K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-79- 75.24% |
$3.41K - $6.04K
|
26
$1.47K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-85- 1.95% |
$3.67K - $6.5K
|
4.27K
$241K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-113- 83.7% |
$4.88K - $8.64K
|
22
$1.24K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-153- 9.95% |
$6.61K - $11.7K
|
1.39K
$78.2K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-172- 45.5% |
$7.43K - $13.1K
|
206
$11.6K
|