Institutional Ownership Healthstream Inc (HSTM)
This table provides information about the institutional ownership of Healthstream Inc (HSTM). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $633 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
319
shares
|
$9,008
0.0% of portfolio
|
Q1 2025
Reduced 32.7%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
305
shares
|
$8,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
279
shares
|
$7,878
0.0% of portfolio
|
Q4 2024
Added 272.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$7,060
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
247
shares
|
$6,975
0.0% of portfolio
|
Q2 2024
Added 64.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
238
shares
|
$6,721
0.01% of portfolio
|
Q1 2025
Added 54.55%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
228
shares
|
$6,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
190
shares
|
$5,365
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
188
shares
|
$5,309
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
173
shares
|
$4,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
163
shares
|
$4,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
140
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
129
shares
|
$3,642
0.0% of portfolio
|
Q1 2025
Added 892.31%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
120
shares
|
$3,388
0.0% of portfolio
|
Q1 2025
Added 96.72%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
101
shares
|
$2,852
0.0% of portfolio
|
Q1 2025
Added 71.19%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
100
shares
|
$2,824
0.0% of portfolio
|
Q1 2025
Added 88.68%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$2,824
0.0% of portfolio
|
Q1 2025
Reduced 81.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
75
shares
|
$2,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
74
shares
|
$2,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
71
shares
|
$2,005
0.0% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
61
shares
|
$1,722
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
53
shares
|
$1,496
0.0% of portfolio
|
Q1 2025
Added 96.3%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
52
shares
|
$1,468
0.0% of portfolio
|
Q1 2025
Added 940.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
50
shares
|
$1,412
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
42
shares
|
$1,186
0.0% of portfolio
|
Q3 2022
New holding
|