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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
BUY
|
- |
41+ 13.18% |
$1.17K - $1.65K
|
352
$19.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
869New |
$24.7K - $34.9K
|
869
$48.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
8New |
$228 - $321
|
8
$448
|
|
|
Oct 17, 2022
Q3 2022
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-322K- 63.26% |
$9.15M - $12.9M
|
187K
$10.5M
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-56Closed |
$1.54K - $3.22K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
43.4KNew |
$1.19M - $2.5M
|
43.4K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Calixto Global Investors, LP
Coral Gables, FL |
SELL
|
- |
-291K- 44.52% |
$7.99M - $16.7M
|
363K
$20.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
243KNew |
$6.68M - $14M
|
243K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Akkr Management Company, LLC
Menlo Park, CA |
SELL
|
- |
-58.3K- 89.08% |
$1.6M - $3.35M
|
7.15K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-1.39MClosed |
$38.1M - $79.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-8.44KClosed |
$232K - $485K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-4.27KClosed |
$117K - $245K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Managers, LLC
Hockessin, DE |
SELL
|
- |
-2.5K- 24.51% |
$68.6K - $144K
|
7.7K
$431K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-55Closed |
$1.51K - $3.16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-326KClosed |
$8.94M - $18.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
26New |
$714 - $1.49K
|
26
$1.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-697KClosed |
$19.1M - $40M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
75K+ 50.0% |
$2.06M - $4.31M
|
225K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dorsal Capital Management, LLC
Redwood City, CA |
BUY
|
CALL |
775KNew |
$21.3M - $44.5M
|
775K
$43.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
300+ 50.0% |
$8.24K - $17.2K
|
900
$50.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
226K+ 186.62% |
$6.2M - $13M
|
347K
$19.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-523- 0.21% |
$14.4K - $30K
|
252K
$14.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.36KClosed |
$37.2K - $77.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
3.25K+ 40.79% |
$89.1K - $186K
|
11.2K
$628K
|
|
|
Aug 12, 2022
Q2 2022
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
76KNew |
$2.09M - $4.36M
|
76K
$4.26M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.54KClosed |
$125K - $261K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-4.38KClosed |
$120K - $252K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-5.43KClosed |
$149K - $312K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-3.8KClosed |
$104K - $218K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.69KClosed |
$46.5K - $97.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.21K+ 116.23% |
$198K - $414K
|
13.4K
$752K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-233Closed |
$6.4K - $13.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-135KClosed |
$3.72M - $7.78M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.8KClosed |
$159K - $333K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
98+ 35.77% |
$2.69K - $5.63K
|
372
$20.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4.12KClosed |
$113K - $236K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-60.7KClosed |
$1.67M - $3.49M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-21.5KClosed |
$590K - $1.24M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
384New |
$10.5K - $22.1K
|
384
$21.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100Closed |
$2.75K - $5.75K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.28KClosed |
$255K - $533K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.75KClosed |
$103K - $216K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14Closed |
$384 - $804
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-817Closed |
$22.4K - $46.9K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-1.4K- 17.24% |
$38.3K - $80.3K
|
6.71K
$376K
|
|
| Q1 2022 | |||||||
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-18Closed |
$778 - $1.38K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.65K+ 1766.67% |
$114K - $203K
|
2.8K
$157K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-5.3K- 37.06% |
$229K - $405K
|
9K
$504K
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.93K- 35.72% |
$170K - $300K
|
7.07K
$396K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.83KNew |
$165K - $292K
|
3.83K
$214K
|
|