Latest Institutional Transactions on Health Catalyst, Inc. (HCAT)
This table provides information on the latest institutional transactions involving Health Catalyst, Inc. (HCAT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Portolan Capital Management, LLC
Boston, MA |
BUY
|
- |
663K+ 50.36% |
$2.37M - $3M
|
1.98M
$5.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$37.3K - $47.2K
|
10.4K
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Stonepine Capital Management, LLC
Bend, OR |
BUY
|
- |
100KNew |
$358K - $452K
|
100K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.8K+ 5.58% |
$99.6K - $126K
|
527K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.4K+ 108.7% |
$76.4K - $96.5K
|
41K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.77K+ 8.98% |
$31.4K - $39.6K
|
106K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.24K+ 34.01% |
$4.44K - $5.61K
|
4.89K
$14.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55.4K+ 25.23% |
$198K - $250K
|
275K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 5.22% |
$3.85K - $4.86K
|
19.5K
$58.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.2KNew |
$65K - $82.1K
|
18.2K
$54.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.5K- 31.68% |
$134K - $170K
|
81K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
30.9K+ 26.18% |
$111K - $140K
|
149K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
146K+ 7.94% |
$522K - $660K
|
1.98M
$5.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-467K- 79.06% |
$1.67M - $2.11M
|
124K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
355+ 1.29% |
$1.27K - $1.6K
|
27.9K
$83.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
377+ 1.41% |
$1.35K - $1.7K
|
27.1K
$81.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
527+ 9.39% |
$1.89K - $2.38K
|
6.14K
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.22K- 1.51% |
$15.1K - $19.1K
|
275K
$826K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114K+ 23.54% |
$408K - $516K
|
599K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.1K+ 13.5% |
$43.4K - $54.8K
|
102K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-21.2K- 48.18% |
$75.8K - $95.7K
|
22.8K
$68.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25+ 25.0% |
$89.5 - $113
|
125
$375
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$85.1K - $107K
|
23.8K
$71.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 6.67% |
$3.58 - $4.52
|
14
$42
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
44.9K+ 1.09% |
$161K - $203K
|
4.18M
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-18.4K- 0.92% |
$66K - $83.3K
|
1.99M
$5.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 54.17% |
$93.1 - $118
|
74
$222
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
170K+ 11.36% |
$607K - $767K
|
1.66M
$4.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
62.8KNew |
$225K - $284K
|
62.8K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.85K+ 1.25% |
$13.8K - $17.4K
|
311K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-66.5K- 82.26% |
$238K - $301K
|
14.3K
$43K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.58K- 7.84% |
$12.8K - $16.2K
|
42K
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
372K+ 53.58% |
$1.33M - $1.68M
|
1.07M
$3.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
234K+ 25.11% |
$836K - $1.06M
|
1.16M
$3.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
3.81K+ 9.7% |
$13.6K - $17.2K
|
43.1K
$129K
|
|
|
Aug 07, 2025
Q2 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-95.8K- 41.68% |
$343K - $433K
|
134K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
915+ 7.06% |
$3.28K - $4.14K
|
13.9K
$41.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
880+ 93.02% |
$3.15K - $3.98K
|
1.83K
$5.48K
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
80.1K+ 12.32% |
$287K - $362K
|
730K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
15.5KNew |
$55.5K - $70.1K
|
15.5K
$46.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
83+ 31.09% |
$297 - $375
|
350
$1.05K
|
|
|
Aug 04, 2025
Q2 2025
|
Amh Equity LTD
|
BUY
|
- |
175K+ 69.17% |
$625K - $789K
|
427K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 5.84% |
$4.29K - $5.42K
|
19.3K
$58K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 333.88% |
$16.6K - $21K
|
6.03K
$18.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.18K+ 3.24% |
$4.21K - $5.32K
|
37.5K
$112K
|
|
|
Jul 30, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
11KNew |
$39.4K - $49.7K
|
11K
$33K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.86K+ 166.13% |
$6.66K - $8.4K
|
2.98K
$8.93K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 56.84% |
$7.81K - $9.86K
|
1.66K
$4.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
27.6K+ 36.33% |
$98.7K - $125K
|
103K
$310K
|