Purchases and Sales Made in Q1 2024 in Smartsheet Inc (SMAR)
This table provides information about the institutional ownership of Smartsheet Inc (SMAR) during Q1 2024. The information is specifically focused on institutions that hold shares of SMARTSHEET INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4- 10.53% |
$150 - $194
|
34
$1.9K
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6- 0.04% |
$225 - $291
|
13.8K
$774K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-7- 8.43% |
$263 - $340
|
76
$4.26K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13- 39.39% |
$488 - $631
|
20
$1.12K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 10.39% |
$600 - $777
|
138
$7.73K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 43.9% |
$675 - $874
|
23
$1.29K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 9.91% |
$825 - $1.07K
|
200
$11.2K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-23- 0.93% |
$863 - $1.12K
|
2.44K
$137K
|
|
May 07, 2024
Q1 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$1.13K - $1.46K
|
19.5K
$1.09M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-30- 1.39% |
$1.13K - $1.46K
|
2.13K
$120K
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-31- 2.9% |
$1.16K - $1.51K
|
1.04K
$58.2K
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-47- 0.41% |
$1.76K - $2.28K
|
11.3K
$632K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-54- 0.66% |
$2.03K - $2.62K
|
8.15K
$456K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-71- 0.67% |
$2.66K - $3.45K
|
10.5K
$590K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-82- 4.35% |
$3.08K - $3.98K
|
1.8K
$101K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-108- 1.05% |
$4.05K - $5.25K
|
10.2K
$569K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 86.11% |
$4.65K - $6.02K
|
20
$1.12K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-236- 40.41% |
$8.85K - $11.5K
|
348
$19.5K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-300- 2.11% |
$11.3K - $14.6K
|
14K
$781K
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-309- 0.28% |
$11.6K - $15K
|
109K
$6.08M
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-313- 0.87% |
$11.7K - $15.2K
|
35.6K
$1.99M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-344- 2.08% |
$12.9K - $16.7K
|
16.2K
$905K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-360- 0.83% |
$13.5K - $17.5K
|
42.9K
$2.4M
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-371- 0.6% |
$13.9K - $18K
|
61.6K
$3.45M
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-392- 2.25% |
$14.7K - $19K
|
17.1K
$956K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-436- 1.66% |
$16.4K - $21.2K
|
25.8K
$1.44M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-575- 53.24% |
$21.6K - $27.9K
|
505
$28.3K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-614- 7.63% |
$23K - $29.8K
|
7.43K
$416K
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-638- 4.73% |
$23.9K - $31K
|
12.9K
$720K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-640- 1.24% |
$24K - $31.1K
|
51K
$2.86M
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-678- 1.34% |
$25.4K - $32.9K
|
49.9K
$2.79M
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-688- 12.01% |
$25.8K - $33.4K
|
5.04K
$282K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-711- 25.26% |
$26.7K - $34.5K
|
2.1K
$118K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-744- 98.54% |
$27.9K - $36.1K
|
11
$616
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-955- 10.52% |
$35.8K - $46.4K
|
8.12K
$455K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.22K- 2.62% |
$45.7K - $59.2K
|
45.3K
$2.54M
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 22.09% |
$58.4K - $75.6K
|
5.49K
$307K
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.6K- 3.79% |
$59.8K - $77.5K
|
40.5K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.05K- 53.59% |
$76.8K - $99.4K
|
1.77K
$99.3K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.63K- 18.76% |
$98.6K - $128K
|
11.4K
$638K
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.71K- 5.86% |
$102K - $131K
|
43.5K
$2.44M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.85K- 1.81% |
$107K - $138K
|
155K
$8.67M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.88K- 0.89% |
$108K - $140K
|
321K
$18M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.1K- 46.91% |
$116K - $151K
|
3.51K
$196K
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-3.22K- 5.24% |
$121K - $156K
|
58.2K
$3.26M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.81K- 37.18% |
$143K - $185K
|
6.44K
$361K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.62K- 8.61% |
$173K - $224K
|
49K
$2.74M
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.7K- 2.1% |
$176K - $228K
|
219K
$12.3M
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.79K- 2.84% |
$180K - $233K
|
164K
$9.18M
|