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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 40.57% |
$852 - $1.03K
|
104
$1.35K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.1K+ 34.41% |
$145K - $175K
|
47.3K
$614K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-855- 5.62% |
$10.3K - $12.4K
|
14.4K
$187K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7KNew |
$189K - $228K
|
15.7K
$205K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 60.0% |
$36 - $43.4
|
2
$26
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
354KNew |
$4.25M - $5.12M
|
354K
$4.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
781KNew |
$9.37M - $11.3M
|
781K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
44New |
$528 - $637
|
44
$572
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.7KNew |
$165K - $199K
|
13.7K
$178K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13+ 260.0% |
$156 - $188
|
18
$234
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
93.7KNew |
$1.12M - $1.36M
|
93.7K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6.65K+ 15.32% |
$79.8K - $96.3K
|
50.1K
$650K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
365New |
$4.38K - $5.28K
|
365
$4.74K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
687+ 2.06% |
$8.24K - $9.94K
|
34.1K
$443K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42New |
$504 - $619
|
42
$546
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
936New |
$11.2K - $13.8K
|
936
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
24.4K+ 24399.0% |
$293K - $359K
|
24.5K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
10.2KNew |
$122K - $150K
|
10.2K
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
98+ 100.0% |
$1.18K - $1.44K
|
196
$2.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Velan Capital Investment Management LP
Alpharetta, GA |
SELL
|
- |
-273K- 68.19% |
$3.27M - $4.02M
|
127K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
376New |
$4.51K - $5.54K
|
376
$4.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.69K- 7.46% |
$68.3K - $83.8K
|
70.6K
$918K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 38.82% |
$127K - $156K
|
37.9K
$493K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.37K- 2.84% |
$28.5K - $35K
|
81.2K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 77.47% |
$20.6K - $25.3K
|
500
$6.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-5- 62.5% |
$60 - $73.7
|
3
$39
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
10+ 1.82% |
$120 - $147
|
559
$7.26K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 3.18% |
$6K - $7.37K
|
15.2K
$198K
|
|
|
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
$13K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
10New |
$120 - $147
|
10
$130
|
|
| Q3 2022 | |||||||
|
Aug 15, 2023
Q3 2022
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
103KNew |
$1.24M - $1.91M
|
103K
$1.33M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$122K - $187K
|
10.1K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-70- 72.92% |
$846 - $1.3K
|
26
$338
|
|
|
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
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.89K- 7.7% |
$22.9K - $35.1K
|
22.7K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.5K+ 27.11% |
$163K - $251K
|
63.4K
$823K
|
|
|
Nov 10, 2022
Q3 2022
|
Rutabaga Capital Management LLC
|
SELL
|
- |
-10.3K- 18.98% |
$125K - $191K
|
44K
$571K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46K+ 9.91% |
$556K - $854K
|
510K
$6.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
213KNew |
$2.57M - $3.95M
|
213K
$2.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$36.3 - $55.7
|
3
$39
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
49New |
$592 - $909
|
49
$637
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
31.8K+ 23.54% |
$385K - $591K
|
167K
$2.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
529New |
$6.4K - $9.82K
|
529
$6.87K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-61- 96.83% |
$737 - $1.13K
|
2
$26
|
|
| Q2 2022 | |||||||
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
660+ 108.2% |
$10.5K - $13.1K
|
1.27K
$16.5K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$317 - $398
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-121Closed |
$1.92K - $2.41K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10KClosed |
$159K - $199K
|
0
$0
|
|