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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
34New |
$1.21K - $1.63K
|
34
$1.91K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.19KNew |
$78.2K - $105K
|
2.19K
$123K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.9KNew |
$391K - $526K
|
10.9K
$613K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.24K- 14.47% |
$44.4K - $59.6K
|
7.34K
$411K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$214 - $288
|
6
$336
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
20New |
$505 - $850
|
20
$1.12K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
6.36KNew |
$161K - $270K
|
6.36K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
187New |
$4.72K - $7.95K
|
187
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-129- 77.71% |
$3.26K - $5.48K
|
37
$2.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
74New |
$1.87K - $3.15K
|
74
$4.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
815KNew |
$20.6M - $34.6M
|
815K
$45.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Venator Capital Management Ltd.
Toronto, A6 |
BUY
|
- |
36KNew |
$909K - $1.53M
|
36K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$252K - $425K
|
10K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.82KNew |
$45.9K - $77.4K
|
1.82K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Archon Capital Management LLC
Seattle, WA |
BUY
|
- |
229K+ 209.71% |
$5.77M - $9.71M
|
338K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
228K+ 57.49% |
$5.76M - $9.69M
|
625K
$35M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$2.52K - $4.25K
|
100
$5.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-10.8K- 67.16% |
$274K - $461K
|
5.3K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-1.2K- 1.99% |
$30.3K - $51K
|
59.2K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-122K- 43.02% |
$3.08M - $5.18M
|
161K
$9.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Ivy Lane Capital Management, LLC
Winter Park, FL |
BUY
|
- |
189KNew |
$4.77M - $8.03M
|
189K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
640New |
$16.2K - $27.2K
|
640
$35.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.2K- 16.88% |
$30.2K - $50.9K
|
5.9K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-90- 68.7% |
$2.27K - $3.83K
|
41
$2.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Roubaix Capital, LLC
|
BUY
|
- |
42.4K+ 137.21% |
$1.07M - $1.8M
|
73.3K
$4.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.2KNew |
$156K - $264K
|
6.2K
$347K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.75KNew |
$145K - $244K
|
5.75K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
11New |
$278 - $468
|
11
$616
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-167- 1.73% |
$4.22K - $7.1K
|
9.5K
$532K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$151 - $255
|
6
$336
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.05K- 4.12% |
$26.5K - $44.7K
|
24.5K
$1.37M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Apogem Capital LLC
New York, NY |
BUY
|
- |
7.36KNew |
$209K - $295K
|
7.36K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
1.7K+ 1.13% |
$48.4K - $68.3K
|
152K
$8.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Hunt Lane Capital LP
New York, NY |
SELL
|
- |
-40K- 21.05% |
$1.14M - $1.61M
|
150K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-27.6K- 39.36% |
$784K - $1.11M
|
42.4K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
General Atlantic LLC
New York, NY |
SELL
|
- |
-57.3K- 69.26% |
$1.63M - $2.3M
|
25.5K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-225- 0.4% |
$6.4K - $9.03K
|
56.7K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
28.6KNew |
$814K - $1.15M
|
28.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
160KNew |
$4.56M - $6.44M
|
160K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Sachem Head Capital Management LP
New York, NY |
BUY
|
- |
325K+ 24.16% |
$9.25M - $13M
|
1.67M
$93.6M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-139- 1.22% |
$3.96K - $5.58K
|
11.2K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-9.15K- 52.55% |
$260K - $367K
|
8.26K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
502KNew |
$14.3M - $20.2M
|
502K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
15K+ 25.0% |
$427K - $602K
|
75K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-75- 1.32% |
$2.13K - $3.01K
|
5.61K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Thorn Tree Capital Partners LP
Boston, MA |
SELL
|
- |
-237K- 41.15% |
$6.76M - $9.53M
|
340K
$19M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
209New |
$5.95K - $8.39K
|
209
$11.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
131New |
$3.73K - $5.26K
|
131
$7.34K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
2.61K+ 163.98% |
$74.3K - $105K
|
4.2K
$235K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.7K- 33.22% |
$134K - $189K
|
9.45K
$529K
|
|