Latest Institutional Transactions on Smartsheet Inc (SMAR)
This table provides information on the latest institutional transactions involving Smartsheet Inc (SMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
15.5KNew |
$591K - $751K
|
15.5K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.95K- 53.17% |
$189K - $240K
|
4.36K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 21.54% |
$45.1K - $57.3K
|
6.68K
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
11KNew |
$419K - $533K
|
11K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
49.8K+ 197.42% |
$1.9M - $2.41M
|
75K
$4.2M
|
|
|
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 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
12+ 1.26% |
$457 - $581
|
966
$54.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-831- 13.48% |
$31.7K - $40.2K
|
5.33K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-167- 2.24% |
$6.36K - $8.09K
|
7.28K
$408K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.7K+ 286.96% |
$141K - $179K
|
4.98K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-998- 5.22% |
$38K - $48.3K
|
18.1K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.65KNew |
$291K - $370K
|
7.65K
$428K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
16+ 0.04% |
$610 - $775
|
45.1K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
7New |
$267 - $339
|
7
$392
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 27.27% |
$572 - $726
|
70
$3.92K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 2.93% |
$914 - $1.16K
|
795
$44.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 26.98% |
$648 - $823
|
80
$4.48K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
691New |
$26.3K - $33.5K
|
691
$38.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
500New |
$19.1K - $24.2K
|
500
$28K
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
BUY
|
- |
3.28K+ 60.1% |
$125K - $159K
|
8.74K
$489K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-650- 7.99% |
$24.8K - $31.5K
|
7.48K
$419K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
1.34MNew |
$50.7M - $59.5M
|
1.34M
$75M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 5.26% |
$492 - $577
|
234
$13.1K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.83KClosed |
$107K - $126K
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
10.5K+ 32.81% |
$397K - $466K
|
42.5K
$2.38M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.14K - $1.33K
|
30
$1.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.39K+ 18.08% |
$52.5K - $61.5K
|
9.05K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-30.9K- 58.72% |
$1.17M - $1.37M
|
21.7K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
12.2KNew |
$462K - $542K
|
12.2K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
4New |
$151 - $178
|
4
$224
|
|
|
Nov 14, 2023
Q3 2023
|
Greenoaks Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-36.7K- 19.84% |
$1.39M - $1.63M
|
148K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
13.3KNew |
$504K - $591K
|
13.3K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
7.5KNew |
$284K - $333K
|
7.5K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
11.5KNew |
$435K - $511K
|
11.5K
$644K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
79+ 607.69% |
$2.99K - $3.51K
|
92
$5.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.63KNew |
$327K - $383K
|
8.63K
$483K
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-48K- 53.42% |
$1.82M - $2.13M
|
41.9K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
5.34KNew |
$202K - $237K
|
5.34K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.02K+ 16.57% |
$190K - $223K
|
35.3K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-38.1K- 60.67% |
$1.44M - $1.69M
|
24.7K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
35.6K+ 48.39% |
$1.35M - $1.58M
|
109K
$6.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-44.5K- 79.21% |
$1.68M - $1.98M
|
11.7K
$654K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-977- 14.98% |
$37K - $43.4K
|
5.55K
$311K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
43New |
$1.63K - $1.91K
|
43
$2.41K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5New |
$189 - $222
|
5
$280
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-79- 75.24% |
$2.99K - $3.51K
|
26
$1.46K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$75.7 - $88.8
|
2
$112
|
|
| Q2 2023 | |||||||
|
Jun 03, 2024
Q2 2023
|
Hamilton Lane Advisors LLC
|
BUY
|
- |
13.9KNew |
$530K - $720K
|
13.9K
$781K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
14.6K+ 19.48% |
$555K - $755K
|
89.7K
$5.02M
|
|