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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-276K- 22.29% |
$1.1M - $2.05M
|
963K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
13.3K+ 57.57% |
$52.7K - $98.4K
|
36.3K
$143K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$7.94 - $14.8
|
2
$7.88
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.23K- 24.52% |
$16.8K - $31.3K
|
13K
$51.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 97.76% |
$8.33K - $15.6K
|
48
$189
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-331K- 37.3% |
$1.31M - $2.45M
|
556K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
72.5K+ 3.75% |
$288K - $538K
|
2.01M
$7.9M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.7K- 2.56% |
$50.5K - $94.4K
|
485K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-263K- 5.99% |
$1.04M - $1.95M
|
4.13M
$16.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-199- 41.63% |
$790 - $1.48K
|
279
$1.1K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.9K- 23.14% |
$15.5K - $28.9K
|
13K
$51K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.8KNew |
$47K - $87.9K
|
11.8K
$46.7K
|
|
|
May 06, 2025
Q1 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
59K+ 34.51% |
$234K - $438K
|
230K
$906K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25KNew |
$99.3K - $186K
|
25K
$98.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.86K+ 49.86% |
$27.2K - $50.9K
|
20.6K
$81.2K
|
|
|
May 05, 2025
Q1 2025
|
Amh Equity LTD
|
BUY
|
- |
253KNew |
$1M - $1.87M
|
253K
$995K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-14.9K- 12.27% |
$59.1K - $110K
|
106K
$419K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
139+ 14.18% |
$552 - $1.03K
|
1.12K
$4.41K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.01K- 2.23% |
$27.8K - $52K
|
308K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-39- 2.89% |
$155 - $289
|
1.31K
$5.16K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.85K+ 286.61% |
$11.3K - $21.1K
|
3.84K
$15.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.09K- 78.53% |
$20.2K - $37.7K
|
1.39K
$5.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.3K- 39.25% |
$52.6K - $98.4K
|
20.5K
$80.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
34.6KNew |
$137K - $257K
|
34.6K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 5.42% |
$71.5 - $134
|
350
$1.38K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.4K+ 195.18% |
$212K - $397K
|
80.8K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-597- 77.94% |
$2.37K - $4.43K
|
169
$666
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 33.33% |
$19.9 - $37.1
|
10
$39.4
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 16.67% |
$79.4 - $148
|
100
$394
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
26.7KNew |
$106K - $198K
|
26.7K
$105K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-96- 41.56% |
$381 - $712
|
135
$532
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.11KNew |
$8.37K - $15.6K
|
2.11K
$8.31K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.33K+ 2.88% |
$43.7K - $57.1K
|
226K
$890K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26- 1.85% |
$179 - $235
|
1.38K
$5.45K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
582+ 0.65% |
$4.02K - $5.25K
|
90.4K
$356K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.57KNew |
$17.7K - $23.2K
|
2.57K
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Daventry Group, LP
New York, NY |
BUY
|
- |
91.9K+ 3.8% |
$634K - $829K
|
2.51M
$9.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.96KNew |
$61.8K - $80.8K
|
8.96K
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
70.2KNew |
$484K - $633K
|
70.2K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.86K+ 19.54% |
$19.7K - $25.8K
|
17.5K
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
35.1KNew |
$242K - $317K
|
35.1K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Granahan Investment Management, LLC
Waltham, MA |
SELL
|
- |
-539K- 52.22% |
$3.72M - $4.86M
|
493K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35.6K- 5.66% |
$246K - $322K
|
594K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.5K- 53.1% |
$528K - $690K
|
67.6K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
27.6K+ 157.93% |
$191K - $249K
|
45.1K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
160KNew |
$1.1M - $1.44M
|
160K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
496KNew |
$3.42M - $4.47M
|
496K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-1.17K- 14.34% |
$8.04K - $10.5K
|
6.96K
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-302K- 58.38% |
$2.08M - $2.72M
|
215K
$848K
|
|