Institutional Ownership Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR). We have compiled data on the 468 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $6.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
348
shares
|
$19,488
0.0% of portfolio
|
Q1 2024
Reduced 40.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
321
shares
|
$17,976
0.0% of portfolio
|
Q3 2024
Added 1046.43%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
270
shares
|
$15,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
256
shares
|
$14,336
0.0% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
234
shares
|
$13,104
0.0% of portfolio
|
Q3 2023
Reduced 5.26%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
196
shares
|
$10,976
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
191
shares
|
$10,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
142
shares
|
$7,952
0.0% of portfolio
|
Q2 2024
Added 2.9%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
114
shares
|
$6,384
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$5,600
0.0% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
98
shares
|
$5,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
96
shares
|
$5,376
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
80
shares
|
$4,480
0.0% of portfolio
|
Q4 2023
Added 26.98%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
75
shares
|
$4,200
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$3,640
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$3,584
0.0% of portfolio
|
Q3 2024
Reduced 73.66%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63
shares
|
$3,528
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$2,856
0.0% of portfolio
|
Q3 2024
Reduced 54.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,800
0.0% of portfolio
|
Q1 2020
Closed
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$2,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
47
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
38
shares
|
$2,128
0.0% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
34
shares
|
$1,904
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
34
shares
|
$1,904
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33
shares
|
$1,848
0.0% of portfolio
|
Q2 2024
New holding
|