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 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$7.44 - $11.2
|
1
$5.63
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10K- 7.69% |
$74.4K - $112K
|
120K
$676K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.63K- 70.99% |
$34.5K - $51.9K
|
1.89K
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.5K+ 79.67% |
$63.2K - $95.2K
|
19.2K
$108K
|
|
| Q4 2023 | |||||||
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 2.76% |
$228 - $345
|
1.2K
$6.76K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
92+ 17.29% |
$617 - $935
|
624
$3.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
50KNew |
$336K - $508K
|
50K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23.8K+ 48.66% |
$160K - $242K
|
72.7K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
85.3K+ 22.95% |
$572K - $866K
|
457K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
723New |
$4.85K - $7.35K
|
723
$4.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-250K- 35.71% |
$1.68M - $2.54M
|
450K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-20K- 6.25% |
$134K - $203K
|
300K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26New |
$174 - $264
|
26
$146
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.9K+ 139.15% |
$154K - $233K
|
39.3K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$1.34K - $2.03K
|
200
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$3.36K - $5.08K
|
500
$2.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
5.93K+ 51.59% |
$39.8K - $60.2K
|
17.4K
$98.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
17.8KNew |
$120K - $181K
|
17.8K
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
27.2KNew |
$183K - $277K
|
27.2K
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19- 0.12% |
$127 - $193
|
16.3K
$91.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
228New |
$1.53K - $2.32K
|
228
$1.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-11.4K- 9.22% |
$76.5K - $116K
|
112K
$632K
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
21.2KNew |
$142K - $216K
|
21.2K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.82K+ 22.99% |
$18.9K - $28.6K
|
15.1K
$84.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.77KNew |
$11.9K - $18K
|
1.77K
$9.99K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
128New |
$859 - $1.3K
|
128
$721
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
50New |
$468 - $716
|
50
$282
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-407- 3.77% |
$3.81K - $5.83K
|
10.4K
$58.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rock Springs Capital Management LP
Baltimore, MD |
SELL
|
- |
-622K- 66.93% |
$5.82M - $8.91M
|
308K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.2KNew |
$67.3K - $103K
|
7.2K
$40.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-10.1K- 28.85% |
$94.7K - $145K
|
25K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.47K+ 35.96% |
$13.7K - $21K
|
5.55K
$31.2K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-75.6K- 46.87% |
$707K - $1.08M
|
85.7K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2+ 20.0% |
$18.7 - $28.6
|
12
$67.6
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
20New |
$187 - $286
|
20
$113
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-407- 3.77% |
$3.81K - $5.83K
|
10.4K
$58.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
24.1KNew |
$225K - $345K
|
24.1K
$136K
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-50- 0.42% |
$468 - $716
|
11.8K
$66.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12.3K+ 1.93% |
$115K - $175K
|
648K
$3.65M
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13.6K- 27.15% |
$134K - $178K
|
36.5K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-135K- 58.72% |
$1.33M - $1.77M
|
94.7K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-212KClosed |
$2.09M - $2.78M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
80KNew |
$789K - $1.05M
|
80K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10KNew |
$98.6K - $131K
|
10K
$56.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
12KNew |
$119K - $158K
|
12K
$67.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
30.5KNew |
$300K - $400K
|
30.5K
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
12KNew |
$119K - $158K
|
12K
$67.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
521KNew |
$5.14M - $6.84M
|
521K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4.22K- 3.78% |
$41.6K - $55.3K
|
107K
$604K
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.3KNew |
$171K - $227K
|
17.3K
$97.6K
|
|