Purchases and Sales Made in Q2 2024 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
36+ 3.39% |
$1.32K - $1.59K
|
1.1K
$62K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
35New |
$1.28K - $1.55K
|
35
$1.98K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
33New |
$1.21K - $1.46K
|
33
$1.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
31+ 0.22% |
$1.13K - $1.37K
|
14.3K
$808K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
27New |
$988 - $1.2K
|
27
$1.52K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.46% |
$915 - $1.11K
|
5.47K
$309K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
24New |
$878 - $1.06K
|
24
$1.36K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$512 - $620
|
14
$791
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 350.0% |
$256 - $310
|
9
$508
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 9.52% |
$219 - $266
|
69
$3.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 54.55% |
$219 - $266
|
17
$960
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 21.74% |
$183 - $221
|
28
$1.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4+ 2.9% |
$146 - $177
|
142
$8.02K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3+ 0.83% |
$110 - $133
|
365
$20.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$36.6 - $44.3
|
1
$56.5
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$36.6 - $44.3
|
1
$56.5
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-8- 30.77% |
$293 - $354
|
18
$1.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-19- 7.22% |
$695 - $842
|
244
$13.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-33- 0.29% |
$1.21K - $1.46K
|
11.3K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36- 0.03% |
$1.32K - $1.59K
|
104K
$5.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-51- 0.38% |
$1.87K - $2.26K
|
13.5K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
SELL
|
- |
-58- 22.48% |
$2.12K - $2.57K
|
200
$11.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-72- 38.92% |
$2.63K - $3.19K
|
113
$6.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-90- 3.1% |
$3.29K - $3.99K
|
2.81K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-98- 0.08% |
$3.58K - $4.34K
|
118K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-103- 0.6% |
$3.77K - $4.56K
|
17K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-133- 1.66% |
$4.87K - $5.89K
|
7.9K
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-135- 33.83% |
$4.94K - $5.98K
|
264
$14.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-176- 0.9% |
$6.44K - $7.8K
|
19.4K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-230- 1.66% |
$8.41K - $10.2K
|
13.6K
$767K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-233- 1.76% |
$8.52K - $10.3K
|
13K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-259- 2.46% |
$9.47K - $11.5K
|
10.3K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 4.23% |
$11K - $13.3K
|
6.8K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-373- 0.92% |
$13.6K - $16.5K
|
40.1K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-555- 26.38% |
$20.3K - $24.6K
|
1.55K
$87.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-584- 0.05% |
$21.4K - $25.9K
|
1.15M
$65.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-620- 1.27% |
$22.7K - $27.5K
|
48.3K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-674- 1.17% |
$24.7K - $29.9K
|
56.9K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-711- 68.43% |
$26K - $31.5K
|
328
$18.5K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-870- 15.99% |
$31.8K - $38.5K
|
4.57K
$258K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-880- 8.05% |
$32.2K - $39K
|
10.1K
$568K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-950- 13.21% |
$34.8K - $42.1K
|
6.24K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.46K- 8.37% |
$53.6K - $64.8K
|
16K
$905K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.5K- 3.01% |
$54.9K - $66.4K
|
48.4K
$2.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.59K- 12.36% |
$58.2K - $70.4K
|
11.3K
$637K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.73K- 97.8% |
$63.4K - $76.8K
|
39
$2.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 50.53% |
$64.8K - $78.5K
|
1.74K
$98K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 35.03% |
$70.3K - $85.1K
|
3.57K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.96K- 3.43% |
$71.6K - $86.7K
|
55.2K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.03K- 23.43% |
$74.3K - $90K
|
6.64K
$375K
|