HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SMAR Share Count | ||||
| Venturi Wealth Management LLC | 122 | 278 | +156 | +127.87% |
| Lecap Asset Management Ltd. | 26,910 | 58,033 | +31,123 | +115.66% |
| Raymond James & Associates | 14,017 | 25,871 | +11,854 | +84.57% |
| Flagship Harbor Advisors LLC | 4,924 | 8,474 | +3,550 | +72.10% |
| Vanderbilt University | 39,079 | 63,388 | +24,309 | +62.20% |
| Washington Capital Management Inc. | 13,100 | 19,375 | +6,275 | +47.90% |
| CWM LLC | 4,287 | 6,248 | +1,961 | +45.74% |
| Lindbrook Capital LLC | 273 | 362 | +89 | +32.60% |
| Los Angeles Capital Management & Equity Research Inc. | 628,138 | 792,997 | +164,859 | +26.25% |
| Moody National Bank Trust Division | 36,692 | 44,123 | +7,431 | +20.25% |
| Clarius Group LLC | 152,405 | 167,397 | +14,992 | +9.84% |
| First Horizon Advisors Inc. | 602 | 650 | +48 | +7.97% |
| WCM Investment Management LLC | 410,878 | 414,470 | +3,592 | +0.87% |
| Stanley Laman Group Ltd. | 173,330 | 174,346 | +1,016 | +0.59% |
| Summit Trail Advisors LLC | 12,926 | 12,936 | +10 | +0.08% |
| 13F Filers Reporting New Positions In SMAR | ||||
| AMI Asset Management Corp | 0 | 103,626 | +103,626 | +100% |
| Exchange Traded Concepts LLC | 0 | 81 | +81 | +100% |
| MV Capital Management Inc. | 0 | 2 | +2 | +100% |
| Banque Cantonale Vaudoise | 0 | 760 | +760 | +100% |
| nVerses Capital LLC | 0 | 400 | +400 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| UMB Bank N A MO | 795 | 795 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 43,292 | 43,292 | UNCH | 0.00% |
| State of Alaska Department of Revenue | 24,459 | 24,459 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 5,443 | 5,443 | UNCH | 0.00% |
| DekaBank Deutsche Girozentrale | 2,644 | 2,644 | UNCH | 0.00% |
| Perkins Coie Trust Co | 7,481 | 7,481 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 26 | 26 | UNCH | 0.00% |
| JJJ Advisors Inc. | 11 | 11 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 6 | 6 | UNCH | 0.00% |
| Evanson Asset Management LLC | 9,500 | 9,500 | UNCH | 0.00% |
| Canal Capital Management LLC | 10,995 | 10,995 | UNCH | 0.00% |
| Bogart Wealth LLC | 34 | 34 | UNCH | 0.00% |
| Global Retirement Partners LLC | 80 | 80 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 10,054 | 10,054 | UNCH | 0.00% |
| Center for Financial Planning Inc. | 1,432 | 1,432 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 240 | 240 | UNCH | 0.00% |
| Spire Wealth Management | 100 | 100 | UNCH | 0.00% |
| TCP Asset Management LLC | 23,655 | 23,655 | UNCH | 0.00% |
| West Paces Advisors Inc. | 20 | 20 | UNCH | 0.00% |
| Bear Mountain Capital Inc. | 7 | 7 | UNCH | 0.00% |
| 13F Filers Decreasing SMAR Share Count | ||||
| Allworth Financial LP | 755 | 11 | -744 | -98.54% |
| Amalgamated Bank | 26,394 | 8,384 | -18,010 | -68.24% |
| Newbridge Financial Services Group Inc. | 1,080 | 505 | -575 | -53.24% |
| Private Trust Co. NA | 584 | 348 | -236 | -40.41% |
| Assenagon Asset Management S.A. | 64,730 | 38,790 | -25,940 | -40.07% |
| Zurcher Kantonalbank Zurich Cantonalbank | 35,801 | 27,647 | -8,154 | -22.78% |
| Allspring Global Investments Holdings LLC | 5,728 | 5,040 | -688 | -12.01% |
| Cutler Group LP | 38 | 34 | -4 | -10.53% |
| GAMMA Investing LLC | 83 | 76 | -7 | -8.43% |
| Bank of New York Mellon Corp | 728,543 | 689,638 | -38,905 | -5.34% |
| 13F Filers Exiting SMAR | ||||
| McGlone Suttner Wealth Management Inc. | 691 | 0 | -691 | -100.00% |
| Hexagon Capital Partners LLC | 159 | 0 | -159 | -100.00% |
| Planned Solutions Inc. | 500 | 0 | -500 | -100.00% |
| International Assets Investment Management LLC | 27,544 | 0 | -27,544 | -100.00% |
| Versant Capital Management Inc | 46 | 0 | -46 | -100.00% |
| Simplex Trading LLC | 4,984 | 0 | -4,984 | -100.00% |
| Legato Capital Management LLC | 8,735 | 0 | -8,735 | -100.00% |
| Cambridge Investment Research Advisors Inc. | 4,358 | 0 | -4,358 | -100.00% |
| Valley National Advisers Inc. | 70 | 0 | -70 | -100.00% |
| Fifth Third Bancorp | 300 | 0 | -300 | -100.00% |
See Summary: Institutional Holders of SMAR
See Details: Top 10 Hedge Funds Holding SMAR
Also See: SMAR Insider Buying
