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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 62.5% |
$830 - $848
|
39
$2.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 8.45% |
$664 - $678
|
154
$8.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9New |
$498 - $509
|
9
$508
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 4.89% |
$498 - $509
|
193
$10.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 2.2% |
$443 - $452
|
371
$21K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1New |
$55.4 - $56.5
|
1
$56.5
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.28% |
$55.4 - $56.5
|
353
$19.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.04% |
$55.4 - $56.5
|
2.47K
$140K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-7Closed |
$387 - $396
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 46.15% |
$664 - $678
|
14
$791
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37- 72.55% |
$2.05K - $2.09K
|
14
$791
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 13.79% |
$2.66K - $2.71K
|
300
$16.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-74- 4.23% |
$4.1K - $4.18K
|
1.68K
$94.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-75- 0.89% |
$4.15K - $4.24K
|
8.35K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-82- 3.95% |
$4.54K - $4.63K
|
1.99K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-100- 37.04% |
$5.54K - $5.65K
|
170
$9.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-172- 4.83% |
$9.52K - $9.72K
|
3.39K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-198- 23.4% |
$11K - $11.2K
|
648
$36.6K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-273- 11.22% |
$15.1K - $15.4K
|
2.16K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-289- 90.03% |
$16K - $16.3K
|
32
$1.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-300- 0.2% |
$16.6K - $17K
|
150K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-330- 4.28% |
$18.3K - $18.6K
|
7.38K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-374- 12.84% |
$20.7K - $21.1K
|
2.54K
$143K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-437- 3.67% |
$24.2K - $24.7K
|
11.5K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-447- 62.0% |
$24.7K - $25.3K
|
274
$15.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-610- 4.6% |
$33.8K - $34.5K
|
12.6K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-615- 0.49% |
$34K - $34.8K
|
124K
$7M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-658- 16.18% |
$36.4K - $37.2K
|
3.41K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-893- 11.02% |
$49.4K - $50.5K
|
7.21K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-966- 86.1% |
$53.5K - $54.6K
|
156
$8.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.1K- 9.6% |
$60.9K - $62.2K
|
10.4K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.1K- 18.67% |
$61.1K - $62.4K
|
4.81K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.54K- 22.43% |
$85.2K - $87K
|
5.32K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.96K- 3.58% |
$108K - $111K
|
52.8K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.09K- 20.27% |
$116K - $118K
|
8.21K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 3.36% |
$116K - $118K
|
60.3K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Keenan Capital, LLC
Burlingame, CA |
SELL
|
- |
-2.11K- 0.45% |
$117K - $119K
|
467K
$26.4M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.06K- 33.37% |
$169K - $173K
|
6.11K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.64K- 9.26% |
$201K - $206K
|
35.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.67K- 99.54% |
$203K - $207K
|
17
$960
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-4.24K- 22.96% |
$235K - $240K
|
14.2K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.69K- 65.49% |
$315K - $322K
|
3K
$169K
|