Latest Institutional Transactions on Healthcare Services Group Inc (HCSG)
This table provides information on the latest institutional transactions involving Healthcare Services Group Inc (HCSG) 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 89.22% |
$126K - $152K
|
22.2K
$252K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-676Closed |
$8.11K - $9.78K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.41K- 84.51% |
$28.9K - $34.8K
|
441
$5.01K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.1K+ 2.49% |
$49.2K - $59.4K
|
169K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.43K- 9.15% |
$17.1K - $20.6K
|
14.1K
$161K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.7KNew |
$273K - $329K
|
22.7K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
95.6KNew |
$1.15M - $1.38M
|
95.6K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.1K+ 34.41% |
$145K - $175K
|
47.3K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 40.57% |
$852 - $1.03K
|
104
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1K- 7.81% |
$12K - $14.5K
|
11.8K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
10.5KNew |
$125K - $151K
|
10.5K
$119K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-855- 5.62% |
$10.3K - $12.4K
|
14.4K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7KNew |
$189K - $228K
|
15.7K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
354KNew |
$4.25M - $5.12M
|
354K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 60.0% |
$36 - $43.4
|
2
$22.7
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44New |
$528 - $637
|
44
$500
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
781KNew |
$9.37M - $11.3M
|
781K
$8.87M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.7KNew |
$165K - $199K
|
13.7K
$156K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
17.4KNew |
$209K - $252K
|
17.4K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13+ 260.0% |
$156 - $188
|
18
$204
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
93.7KNew |
$1.12M - $1.36M
|
93.7K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6.65K+ 15.32% |
$79.8K - $96.3K
|
50.1K
$569K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
365New |
$4.38K - $5.28K
|
365
$4.15K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
687+ 2.06% |
$8.24K - $9.94K
|
34.1K
$387K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
24.4K+ 24399.0% |
$293K - $359K
|
24.5K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
936New |
$11.2K - $13.8K
|
936
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42New |
$504 - $619
|
42
$477
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.2KNew |
$122K - $150K
|
10.2K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$1.18K - $1.44K
|
196
$2.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Velan Capital Investment Management LP
Alpharetta, GA |
SELL
|
- |
-273K- 68.19% |
$3.27M - $4.02M
|
127K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.69K- 7.46% |
$68.3K - $83.8K
|
70.6K
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
376New |
$4.51K - $5.54K
|
376
$4.27K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 38.82% |
$127K - $156K
|
37.9K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 11.17% |
$276 - $339
|
229
$2.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.37K- 2.84% |
$28.5K - $35K
|
81.2K
$923K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 77.47% |
$20.6K - $25.3K
|
500
$5.68K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 62.5% |
$60 - $73.7
|
3
$34.1
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.82% |
$120 - $147
|
559
$6.35K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 3.18% |
$6K - $7.37K
|
15.2K
$173K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9Closed |
$108 - $133
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1KNew |
$12K - $14.7K
|
1K
$11.4K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10New |
$120 - $147
|
10
$114
|
|
| Q3 2022 | |||||||
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
103KNew |
$1.24M - $1.91M
|
103K
$1.17M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$122K - $187K
|
10.1K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-70- 72.92% |
$846 - $1.3K
|
26
$295
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11.2KClosed |
$135K - $207K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
125KNew |
$1.51M - $2.32M
|
125K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.89K- 7.7% |
$22.9K - $35.1K
|
22.7K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.5K+ 27.11% |
$163K - $251K
|
63.4K
$720K
|
|
|
Nov 10, 2022
Q3 2022
|
Rutabaga Capital Management LLC
|
SELL
|
- |
-10.3K- 18.98% |
$125K - $191K
|
44K
$499K
|
|