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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
27
shares
|
$1,512
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
26
shares
|
$1,456
0.0% of portfolio
|
Q3 2023
Reduced 75.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,456
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
24
shares
|
$1,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20
shares
|
$1,120
0.0% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
20
shares
|
$1,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
18
shares
|
$1,008
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
11
shares
|
$616
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$560
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9
shares
|
$504
0.0% of portfolio
|
Q2 2024
Added 350.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
8
shares
|
$448
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
7
shares
|
$392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5
shares
|
$280
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4
shares
|
$224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2
shares
|
$112
0.0% of portfolio
|
Q4 2021
Reduced 94.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$56
0.0% of portfolio
|
Q2 2024
New holding
|