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 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.01K- 28.02% |
$172K - $222K
|
10.3K
$577K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-68- 25.76% |
$2.92K - $3.77K
|
196
$11K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.3K+ 5435.94% |
$1.34M - $1.74M
|
31.9K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
605New |
$26K - $33.6K
|
605
$33.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 7.48% |
$6.4K - $8.26K
|
2.14K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.36K- 16.05% |
$58.4K - $75.4K
|
7.11K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
565New |
$24.3K - $31.3K
|
565
$31.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$172 - $222
|
4
$224
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.65KNew |
$200K - $258K
|
4.65K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.69K+ 11.89% |
$116K - $149K
|
25.3K
$1.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 4.49% |
$472 - $610
|
256
$14.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.02KNew |
$216K - $278K
|
5.02K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.39K- 93.88% |
$317K - $410K
|
482
$27K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
171+ 3.43% |
$7.34K - $9.48K
|
5.16K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18New |
$773 - $998
|
18
$1.01K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$2.06K - $2.66K
|
48
$2.69K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 66.67% |
$172 - $222
|
10
$560
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-5.8K- 29.33% |
$249K - $322K
|
14K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.7K- 99.11% |
$458K - $592K
|
96
$5.38K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-800- 5.76% |
$34.4K - $44.4K
|
13.1K
$733K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
721+ 7.17% |
$31K - $40K
|
10.8K
$604K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 46.75% |
$50.4K - $65.1K
|
3.69K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16.7K- 10.37% |
$716K - $925K
|
144K
$8.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
26.5K+ 133.43% |
$1.14M - $1.47M
|
46.4K
$2.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
227+ 31.84% |
$9.75K - $12.6K
|
940
$52.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
318+ 73.27% |
$13.7K - $17.6K
|
752
$42.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
118+ 12.9% |
$5.07K - $6.54K
|
1.03K
$57.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.9K- 5.96% |
$81.6K - $105K
|
30K
$1.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.3K- 26.86% |
$483K - $624K
|
30.6K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.74K+ 47.81% |
$74.5K - $96.2K
|
5.36K
$300K
|
|
| Q2 2024 | |||||||
|
Sep 04, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-992K- 66.49% |
$36.3M - $43.9M
|
500K
$28M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-62.9K- 62.03% |
$2.3M - $2.78M
|
38.5K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
145KNew |
$5.31M - $6.43M
|
145K
$8.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.77K- 6.77% |
$211K - $256K
|
79.5K
$4.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-965K- 40.45% |
$35.3M - $42.8M
|
1.42M
$79.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
CALL |
5.3KNew |
$194K - $235K
|
5.3K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.9K- 20.74% |
$143K - $173K
|
14.9K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-9.11K- 28.3% |
$333K - $404K
|
23.1K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-275K- 8.73% |
$10.1M - $12.2M
|
2.88M
$161M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
282New |
$10.3K - $12.5K
|
282
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Scopia Capital Management LP
New York, NY |
BUY
|
- |
322K+ 462.84% |
$11.8M - $14.3M
|
392K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
36+ 3.39% |
$1.32K - $1.59K
|
1.1K
$61.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cadian Capital Management, LP
New York, NY |
BUY
|
- |
61.8K+ 8.13% |
$2.26M - $2.73M
|
822K
$46M
|
|
|
Aug 14, 2024
Q2 2024
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
- |
-346K- 92.01% |
$12.6M - $15.3M
|
30K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.95K+ 5.52% |
$71.3K - $86.3K
|
37.2K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-8.07K- 23.75% |
$295K - $358K
|
25.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-3.84K- 25.18% |
$140K - $170K
|
11.4K
$639K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.78KNew |
$175K - $212K
|
4.78K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
22.4KNew |
$820K - $993K
|
22.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-141K- 4.01% |
$5.17M - $6.27M
|
3.39M
$190M
|
|