Purchases and Sales Made in Q1 2023 in Health Catalyst, Inc. (HCAT)
This table provides information about the institutional ownership of Health Catalyst, Inc. (HCAT) during Q1 2023. The information is specifically focused on institutions that hold shares of Health Catalyst, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.93K+ 8.58% |
$60.6K - $87.5K
|
75K
$583K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.59K+ 8.74% |
$46.9K - $67.7K
|
57.1K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$34.8K - $50.2K
|
3.4K
$26.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.33KNew |
$34K - $49.1K
|
3.33K
$25.8K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 10.58% |
$30.7K - $44.3K
|
31.3K
$244K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
2.85K+ 0.48% |
$29.2K - $42.1K
|
602K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.77K+ 0.3% |
$18.1K - $26.1K
|
591K
$4.59M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.66K+ 11.87% |
$17K - $24.6K
|
15.7K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.14K+ 36.49% |
$11.7K - $16.8K
|
4.26K
$33.1K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.08K+ 3.03% |
$11K - $15.9K
|
36.7K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
970+ 2.5% |
$9.92K - $14.3K
|
39.8K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
822New |
$8.41K - $12.1K
|
822
$6.39K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
748+ 49.97% |
$7.65K - $11K
|
2.25K
$17.4K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
542+ 2.19% |
$5.54K - $8K
|
25.3K
$196K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
540New |
$5.52K - $7.97K
|
540
$4.2K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
527+ 2.03% |
$5.39K - $7.78K
|
26.5K
$206K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
380+ 2.73% |
$3.89K - $5.61K
|
14.3K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
334New |
$3.42K - $4.93K
|
334
$2.6K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
308New |
$3.15K - $4.55K
|
308
$2.39K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
307New |
$3.14K - $4.53K
|
307
$2.39K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$3.07K - $4.43K
|
300
$2.33K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
274+ 7.58% |
$2.8K - $4.04K
|
3.89K
$30.2K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
226New |
$2.31K - $3.34K
|
226
$1.76K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
159+ 13.2% |
$1.63K - $2.35K
|
1.36K
$10.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
138New |
$1.41K - $2.04K
|
138
$1.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
123+ 52.34% |
$1.26K - $1.82K
|
358
$2.78K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98New |
$1K - $1.45K
|
98
$761
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 95.08% |
$593 - $856
|
119
$925
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
40+ 4.65% |
$409 - $590
|
900
$6.99K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40New |
$409 - $590
|
40
$311
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 5.88% |
$307 - $443
|
540
$4.2K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
28+ 0.01% |
$286 - $413
|
408K
$3.17M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
26+ 37.68% |
$266 - $384
|
95
$738
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.09% |
$102 - $148
|
11.5K
$89.2K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4- 0.02% |
$40.9 - $59
|
17.4K
$135K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.48% |
$81.8 - $118
|
1.67K
$13K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 9.22% |
$583 - $841
|
561
$4.36K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-139- 8.36% |
$1.42K - $2.05K
|
1.52K
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-212- 6.5% |
$2.17K - $3.13K
|
3.05K
$23.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-383- 17.94% |
$3.92K - $5.65K
|
1.75K
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-428- 29.81% |
$4.38K - $6.32K
|
1.01K
$7.83K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-441- 2.04% |
$4.51K - $6.51K
|
21.2K
$164K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-510- 2.58% |
$5.22K - $7.53K
|
19.2K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-734- 2.75% |
$7.51K - $10.8K
|
26K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-892- 3.52% |
$9.13K - $13.2K
|
24.4K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-932- 0.83% |
$9.53K - $13.8K
|
111K
$866K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.01K- 1.56% |
$10.3K - $14.9K
|
63.7K
$495K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.34K- 19.14% |
$13.7K - $19.8K
|
5.66K
$44K
|