Latest Institutional Transactions on Healthstream Inc (HSTM)
This table provides information on the latest institutional transactions involving Healthstream Inc (HSTM) 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 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.25K- 51.32% |
$29.2K - $33.7K
|
1.18K
$32.6K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
267KNew |
$6.26M - $7.24M
|
267K
$7.37M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
10.3KNew |
$241K - $279K
|
10.3K
$284K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$188 - $217
|
8
$221
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180New |
$4.22K - $4.88K
|
180
$4.97K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
18.9KNew |
$443K - $512K
|
18.9K
$521K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
15KNew |
$352K - $407K
|
15K
$415K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.51KNew |
$178K - $223K
|
8.51K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.4KNew |
$29.4K - $36.6K
|
1.4K
$38.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-21K- 69.25% |
$439K - $548K
|
9.3K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.9KNew |
$60.8K - $75.8K
|
2.9K
$79.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
91New |
$1.91K - $2.38K
|
91
$2.51K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-423K- 55.87% |
$8.87M - $11.1M
|
334K
$9.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
24New |
$503 - $628
|
24
$662
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
35New |
$734 - $916
|
35
$966
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-292Closed |
$6.09K - $7.21K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
37New |
$772 - $914
|
37
$1.02K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
722+ 17.68% |
$15.1K - $17.8K
|
4.81K
$133K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-258- 96.63% |
$5.38K - $6.37K
|
9
$248
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16New |
$334 - $395
|
16
$441
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
42New |
$877 - $1.04K
|
42
$1.16K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.11K- 48.62% |
$40.1K - $45.9K
|
2.23K
$61.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.8KNew |
$301K - $344K
|
15.8K
$437K
|
|
|
Aug 15, 2022
Q2 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-275- 1.61% |
$5.23K - $5.97K
|
16.8K
$464K
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3Closed |
$57 - $65.1
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Trigran Investments, Inc.
|
SELL
|
- |
-50.9KClosed |
$967K - $1.11M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
9.67KNew |
$184K - $210K
|
9.67K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
45+ 0.26% |
$855 - $977
|
17.4K
$479K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1KNew |
$19K - $21.7K
|
1K
$27.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-10.8KClosed |
$205K - $285K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
250New |
$4.74K - $6.61K
|
250
$6.9K
|
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-67.5KClosed |
$1.28M - $1.78M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.92KClosed |
$93.4K - $130K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7KClosed |
$133K - $185K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 28.01% |
$3.79K - $5.29K
|
514
$14.2K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41New |
$778 - $1.08K
|
41
$1.13K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-270Closed |
$5.12K - $7.14K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Royce & Associates LP
|
SELL
|
- |
-13.4KClosed |
$254K - $354K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.35KClosed |
$158K - $221K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-193KClosed |
$4.49M - $5.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-62Closed |
$1.44K - $1.81K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115Closed |
$2.67K - $3.36K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-7.84KClosed |
$182K - $229K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-200Closed |
$4.64K - $5.85K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-9.13KClosed |
$252K - $279K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-12.9KClosed |
$356K - $395K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-18.9KClosed |
$522K - $579K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
574New |
$15.8K - $17.6K
|
574
$15.8K
|
|
| Q2 2021 | |||||||
|
Nov 08, 2023
Q2 2021
|
Eversept Partners, LP
New York, NY |
BUY
|
- |
77.8KNew |
$1.68M - $2.2M
|
77.8K
$2.15M
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
100+ 263.16% |
$2.16K - $2.82K
|
138
$3.81K
|
|